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.
Areas of focus
- Intergenerational Planning
- Investment Management
- Financial Planning for Small Business
- Wealth Preservation Strategies
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
Education
- Bachelor of Science in Hotel, Restaurant Management Pennsylvania State University
- Masters of Science in Finance University of Maryland University College
Community participation
- Coach of youth baseball and basketball
- Member of Penn State Alumni Association
Interests
- Spending time with my family
- Golfing
- Enjoying the outdoors