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
30
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
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.B.S. in Finance, University of Baltimore, Baltimore, MD 1994
  • A.A. in American Studies, Anne Arundel Community College, Arnold, MD, 1990
  • A.A. in Business, Anne Arundel Community College, Arnold, MD, 1993

Awards & recognition

  • Ameriprise Circle of Success, 2007-2017

Community participation

  • Master Mason and member of Warren Lodge #51 in Hunt Valley, Maryland
  • Member of Board of Directors for the Grand Masonic Lodge of Maryland

Interests

  • American and Military History
  • Boating, Travel, Football and Physical Fitness
  • Norwegian Elkhound owner and rescuer - I currently have 3 beautiful dogs