Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Duke University, B.S. Biology, Minors in Economics and Chemistry

Community participation

Cubmaster

- Pack 944 of Ellicott City, Baltimore Area Council, Scouts BSA

Assistant Scoutmaster

-Troop 615 of Ellicott City, Baltimore Area Council, Scouts BSA

Head Coach, Travel Soccer, 2008 Boys United White and 2011 Boys United Blue

- Soccer Association of Columbia/Howard County (SAC/HC)

Tennis and Pickleball Director

- North Saint John's Pool and Tennis Club, Ellicott City

Interests

Cars

Fishing

Soccer

Pickleball

Tennis and Table Tennis

Hiking/Camping/Backpacking/Climbing

Scouting and Volunteering