Focus: Military, Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Group Benefits, Business Succession Planning
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
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 help 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
My personal goal is to become a lifetime resource for each and every client.
Rollins College 2011-2013
Roanoke College 2013-2015
Check the background of this investment professional on FINRA’s BrokerCheck
6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023