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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Intergenerational Planning

Education

  • B.S., Business Administration, Towson State University, 1993

Awards & recognition

  • Centennial Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024

Interests

    In my spare time, I enjoy going to Baltimore Ravens games with my family and friends. My stateside vacations usually include going to the Outer Banks in North Carolina. However, when I really want to get away, I look for opportunities to travel with family and friends and experience other cultures and countries.

My photos

3 albums
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