Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Loyola University, Maryland BS Mathematics

Interests

Outside of the office I enjoy spending my time with my family and friends. I spend a lot of my time on the fields supporting my boys on their sports teams, Baltimore Union and True MD Lacrosse. In addition I enjoy helping out with activities at their school, St. Stephens Bradshaw, setting up fundraisers and providing some labor to get events set up and broken down after the fun too. When the weather is nice I prefer to be out on the water, at the beach, at Valley Brook country club, or at an Orioles or Baysox game.

Awards & recognition

  • Five Star Wealth Manager, 2014-2017