Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Professional Experience:
November 2nd 2000 – Present
Managing Partner of SBT Financial Partners
Education:
Graduate of Western Maryland College (McDaniel College), Class of 2000
Affiliations:
- Retirement Specialist for the Maryland Motor Truck Association since 2001
- Board Member of MMTA
- Chair MMTA Welcoming Committee and member MMTA Strategic Planning Committee
Check the background of this investment professional on FINRA's BrokerCheck