I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.  

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies 

PERSONAL INFORMATION

• Grew up in the Pittsburgh area, and moved to the DC/Baltimore Metro area in June of 2015 after getting married to my wife Jenna, where we currently reside
• Graduated from Westminster College with bachelor’s degrees in Accounting and Criminal Justice in 2014 and 2015
• Lifelong New York Mets fan, which you will always see me root for when they are in DC
• On my free time, I enjoy watching and going to baseball games

Education

Westminster College, Bachelors in Crimina Justice, 2014, Westminster College, Bachelors in Accounting, 2015