Contact detailsPhone: (301) 704-5220
I have been passionately helping families with their financial goals for over 20 years. I also love to teach, train and mentor new advisors. The biggest compliment I get from my clients is they love my ability to take what they perceive to be a complex topic and explain it to them in a manner that is easy for them to understand. Another advantage I bring is that I am an independent agent. Access to the independent market ensures that my clients can utilize competitive products in pursuit of their financial goals and dreams.
My wonderful wife Stacy and I have been married for over 18 years. We have four beautiful children – 2 boys and 2 girls. All four are heavily involved in travel baseball and softball. So from late March until late October you’ll either find me with a client or on a ball field somewhere in the state of Maryland.
So if you don’t have a financial advisor or you’re at least open to a second opinion, I would love the opportunity to sit down with you over a cup of coffee. Either I’ll tell you you’re on the right path or I’ll present you with a better plan for your goals and dreams. Either way, the coffee is on me.