What is the most valuable thing you’ve learned from your clients?

I’ve learned that it’s not always about their return or what is going on in the market. Clients just want to have someone that they can trust. They want someone who cares about their situation and has their best interest in mind.

Can you share a favorite bit of wisdom for those just starting to invest and save?
  • It is never too early to start investing. Start putting money away as soon as possible. You do not need a million dollars or even $100,000 to work with a financial advisor.
  • The choices you make in your younger years can dramatically impact how and when you can retire.
  • Find someone you trust to help you get started on the right track.
  • Young people tend to try to replicate what other people at their company are doing (usually the more senior colleagues) and that can be detrimental to a portfolio given vast differences in risk tolerance and time horizon.
  • What a 50-year-old and a 30-year-old do with their retirement money usually is very different. Work with someone you trust to not only manage the money inside of your plan, but also help with benefits, pensions, debt, and other financial questions and concerns.
What are your personal interests and passions?

I enjoy spending time outdoors and on the water with my wife Stephanie and our two boys.

How do you give back to the community?

Nationally, I support fundraisers organized by the Cal Ripken, Sr. Foundation and Ed Block Foundation. On a local level, I passionately support the Chesapeake Bay Foundation and other Pasadena charitable groups.

What do you like most about being a part of the Scarborough team?

It promotes a team approach. New ideas are heard and welcomed. Everyone has a say in new plans and strategies, and we are all kept in the loop as we are trying new things.

 Education & Designations:
  • University of Maryland, Baltimore County, BA, Economics
  • Northwestern University, Certificate in Financial Planning
  • CERTIFIED FINANCIAL PLANNER™
Registration & Licenses:
  • FINRA Series 7 & 66 Registrations
  • Life and Health Insurance Licensed
Career Highlights:
  • Named as “Five Star Wealth Manager” in Baltimore Magazine 2018 & 2019*