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.

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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Investment Management
  • Insurance

Education

  • Major: Economics, University of Maryland, College Park, MD
  • Diploma, General Education, Bowie High School, Bowie MD

Previous experience

  • Financial Advisor-First Vice President, Wells Fargo Advisors, Ashburn VA, 2015-2022
  • Relationship Manager, Citibank, Tyson's Corner VA, 2013-2015
  • Financial Advisor, Assistant Vice President, Merrill Lynch, Tyson's Corner VA, 2011-2013
  • Branch Sales Manager, Morgan Stanley, Washington D.C., 2008-2009
  • United States Army, Private, Ft. Hood TX, 1997-1999

Community participation

I served on a local military veteran's board of directors for seven years from 2015 to 2022. I also did work with the Good Shephard Alliance in Loudoun County. For the last 20 years or so I have also been an active alumni participant in my business fraternity Phi Chi Theta at the University of Maryland in College Park, MD.

Interests

I am single father with three kids, two daughters and a son. We love to travel as often as our schedules allow, and we spend a lot of time in Washington D.C. at the Kennedy Center, Museums, and whatever local festivals are going on in the city. I try to attend many gala's, balls, and charity fundraisers during the D.C. society seasons. Philanthropy means a lot to me, and to my family.

Over my career I have developed a love for golf, but with a 13.3 Handicap I am not sure it loves me back....yet. I have also been playing Ice Hockey since I was thirteen and still play in men's leagues. I also enjoy sailing whenever I have the time to get out.

My photos

3 albums
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