Advisor profile


My approach

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
27
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

  • Northeastern University, Bachelor of Science - Business Administration
  • Family Firm Institute - Certificate in Family Business Advising
  • Family Firm Institute - Certificate in Family Wealth Advising

Interests

  • Music
  • Travel,
  • Ethnic Cultural Events,
  • Exploring Ethnic and Regional Foods,
  • Investing
  • Business Issues - especially the Growth and Transfer of Private and Family Businesses

Community participation

Sponsor of the Leukemia & Lymphoma Society's Light the Night Walk in Washington DC and Rockville, Maryland

Former Member of the Quince Orchard High School Booster Club, Gaithersburg, Maryland

Awards & recognition

  • Five Star Wealth Manager, 2015 -2019

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.