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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Planning Strategies
  • Intergenerational Planning

Qualifications

  • Series 7, 63, 65 and Florida Health & Life Series 215

Education

  • Bachelor of Science, Psychology, Towson State University, Towson, MD

Previous experience

  • Guggenheim Investments; Regional Vice Pesident,, 2014-2018
  • Advisors Asset Management; Regional Vice President, 2010-2014
  • Morgan Stanley Investment Management / Van Kampen Investments; Regional Vice President, 2004-2010

Community participation

Bike MS Starting Line
Bike MS Starting Line

I have participated in many of the community charity events such as Hooked on Hope and the Boys and Girls club events. I also belong to the Salty Shamrock fishing club which hosts numerous events throughout the year.

  • Hooked on Hope
  • Boys and Girls Club
  • Salty Shamrock Fishing Club
  • BIKE MS

Interests

When I'm not working I enjoy spending time with my wonderful wife Michelle and two fantastic boys Jackson and Noah. I also enjoy reading, sports/exercising, and spending time on the water.