State
Maryland
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
6 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Cash Flow Management Strategies
- Retirement Planning Strategies
- Consulting on potential benefits and risks of IRA rollovers
- Retirement Plan Distribution
- Retirement Income Strategies
- Family Finances
- Investments
- Saving for Education
- Estate Planning Strategies
- Intergenerational Planning
- Investment Management
- Tax Planning Strategies
- Insurance
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- CRPC™ Chartered Retirement Planning Counselor™
Education
- Bachelor of Science, Finance (Financial Planning Track), Salisbury University, Salisbury, MD
- Bachelor of Science, Marketing, Salisbury University, Salisbury, MD
- River Hill High School, Clarksville, MD
Professional associations
- Business Networking International (BNI)
Previous experience
- Financial Advisor, Merrill Lynch, Hunt Valley, 2019-2023, 4.5 years