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

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA, Business Administration, Towson University, Towson, MD

Interests

  • My wife Erin and I have two sons, Jack born in 2011, and Elliott born in 2013.
  • During the Summer I can be found racing sailboats up and down the Chesapeake Bay. I currently race on a Columbia 30 in the Baltimore Harbor. Previously I've raced everything from Lasers to Farr 30s. We bought our first family cruising sailboat in 2020.
  • I've experimented with home brewing, pizza making, and always enjoy smoking and grilling on my Big Green Egg.
  • I have played the drums since I was 9 years old and currently play the drums in Bel Air Community Jazz Ensemble.

Community participation

Member of U.S. Sailing

Member of the Bel Air Community Band Jazz Ensemble

Member of the Chesapeake Bay Foundation