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.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution

Education

  • Bachelors of Science, Accounting, University of Maryland, College Park, MD

Previous experience

  • LPL Financial LLC, 2019-2024
  • H.D. Vest Investment Services, 2015-2019
  • LaSalle St Securities, LLC, 2004-2015
  • Capital Securities Management, 1991-2004
  • John A Neidel and Company, 1989-1991

Interests

Outside of work, I enjoy spending time with my wife Patty, our two sons Michael and Brian, and our dog Hank. I enjoy playing tennis, skiing, running, biking, and swimming.

My photos

1 albums
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