Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Education

  • Towson University, Bachelors of Science, Economics, 1984

Previous experience

  • Senior Financial Advisor - Merrill Lynch, 1999-2009

Community participation

I support competitive sailing programs!

Interests

  • Competitive sailing
  • I'm a member of the J105 Class Assn.,
  • Music - Drummer (Professional part-time band)
  • Boy Scouts of America (Former Treasurer of Scout troop)