My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Charitable Giving Strategies

Education

  • Loyola University, Maryland BS Mathematics

Awards & recognition

  • Five Star Wealth Manager, 2014-2017

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.

My photos

1 albums
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