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

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

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

Education

Frederick Community College, Accutech Business Institute

Hobbies

Walking and Fitness
Being Outdoors
Spending time with Family

Community Involvement

Mt Aetna Adventist School Activities