Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Investment Management
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Small Business
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies

Education

  • BS, Business / Economics, Western Maryland College, Westminster Maryland

Interests

I currently reside in Kingsville, MD with my wife and two boys, ages 17 and 14. I enjoy getting out on the golf course, but much of my free time is used taking the boys to soccer practices and games.

I am involved with Immaculate Heart of Mary School and assist with the annual golf outing to support the school. I also spend time volunteering in support of The Folds of Honor Foundation in support of our nation's heroes who defend the freedoms we enjoy every day.

Community participation

I am proud to be involved with The Friends of Folds organization which has events throughout the year to benefit The Folds of Honor Foundation. The mission of The Folds of Honor is to Honor their Sacrifice by Educating their Legacy. I served on the Golf Committee of The Friends of Folds Open for the past four years helping to raise over $500,000 which will provide much needed scholarships to the children and spouses of our fallen and disabled military heroes.