Describe your position

As Managing Partner, I oversee the firm’s 401(k) management, wealth management, and financial planning operations, while providing strategic leadership and direction for the firm as a whole.

As a Financial Advisor, I leverage years of experience to deliver personalized, client-focused financial guidance tailored to each individual’s goals and needs.

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

You really can’t communicate too much when it comes to your finances. It’s important to have someone who listens and understands where you are today, where you want to go next, and what comes after that. My clients appreciate knowing they can pick up the phone and reach me anytime. As your life changes, it helps to work with someone who truly knows you and can adjust your strategy along the way—so you can grow more confident, more successful, and comfortable setting bigger goals for yourself.

Can you share a favorite kernel of wisdom for those just starting to invest and save?

Stay focused, live within your means, and save as much as you can. Just as important, work with an advisor you trust—someone who’s transparent about fees and committed to putting your best interests first.

What professional accomplishments make you most proud?

I’m truly grateful that I—and the other partners—had the opportunity to buy the firm in 2013. It’s been exciting to bring new energy and a deeper level of engagement to the firm, while still honoring the core principles that have made it successful for so long.

What are some causes you care about?

Giving back is important to me, especially to causes that make a real difference. Locally, the For The Kids charity is very close to my heart and allows me to support children and families right here in our community. On a national level, I’m proud to support St. Jude Children’s Research Hospital and the incredible work they do for children and families across the country

What are your personal interests and passions?

Outside of work, I love getting out on the golf course and spending quality time with my wife, Amy, and our three children—especially when we’re out on the boat enjoying time together and making great memories as a family.

 Education & Designations:

• University of Maryland, Baltimore County, BA, Economics
• Northwestern University, Certificate in Financial Planning
• CHARTERED RETIREMENT PLANNING COUNSELOR℠
• CERTIFIED FINANCIAL PLANNER™

Registration & Licenses:

• FINRA Series 7 & 66 Registrations
• Life and Health Insurance Licensed