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

• Retirement income solutions
• Estate Strategies
• Employee benefit and retention services
• Business continuation strategies

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

Education

University of Maryland, College Park, MD

Hobbies

Golf, Skiing, Ice Hockey, Family time w/ grandkids.

Affiliations & Memberships

Knights of Columbus

Community Involvement

Knights of Columbus