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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Investment Management
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Small Business
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Education

  • BS, Business / Economics, Western Maryland College, Westminster Maryland

Community participation

I am proud to be involved with The Friends of Folds organization which has events throughout the year to benefit The Folds of Honor Foundation. The mission of The Folds of Honor is to Honor their Sacrifice by Educating their Legacy. I served on the Golf Committee of The Friends of Folds Open for the past four years helping to raise over $500,000 which will provide much needed scholarships to the children and spouses of our fallen and disabled military heroes.

Interests

I currently reside in Phoenix, MD with my wife and two boys, ages 20 and 17. I enjoy getting out on the golf course, but much of my free time is used traveling to soccer games and golf matches in which my son competes.

I also spend time volunteering on behalf of The Folds of Honor Foundation in support of our nation's heroes who defend the freedoms we enjoy every day.

My photos

1 albums
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