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

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Maryland Life and Health Insurance

Education

  • Calvert Hall College High School
  • B.S. Kinesiology, Towson University, Towson, MD

Interests

As a former athlete and professional/collegiate strength and conditioning coach, physical fitness and wellness have always been important to me. I enjoy finding fun and challenging ways to share this value with my sons, Michael and Noah: they love to lay on my back while I do push-ups! Now that they have started playing sports, the joy and happiness I feel when watching them play is indescribable!

I also love to cook/smoke different foods and try different whiskeys. Aside from the normal BBQ like ribs and brisket, my wife and kids love my smoked salmon and homemade bacon!

Community participation

Presenting at the Physical Health and Wellness Expo for the Wounded Warrior Project
Presenting at the Physical Health and Wellness Expo for the Wounded Warrior Project

I have always appreciated the sacrifices our veterans make for our freedom. Having a family has magnified that feeling. I enjoy volunteering for veteran non-profits such as Wounded Warrior Project and Catch-A-Lift Fund. Its the least I can do!