I am a financial advisor who is enthusiastic about assisting others in achieving fiscal success by promoting financial literacy. I employ a thorough planning process to assist families, business owners, and educators in achieving their financial objectives through the implementation of asset accumulation, income protection, education funding, estate planning strategies, and wealth preservation strategies. I assist my clients in preparing for their futures at each stage of life.
As a Retirement Benefits Group (RBG) professional, I conduct a comprehensive analysis based on the needs and desires of my clients. I then develop comprehensive and customized strategies that are designed to help my clients effectively accumulate, protect, distribute, and transfer their assets in the most tax-efficient manner possible.
I am a champion of the organization’s altruistic mission, which is to “improve the lives of others.” I am dedicated and enthusiastic about meeting the increasing demand for financial guidance in our communities.
I am in possession of the necessary Life and Health credentials, as well as my FINRA SIE, Series 7, 24, and 66 registrations.
I graduated from Concord University with a Bachelor of Science degree in Business Administration with a concentration in finance. While attending school, I demonstrated exceptional performance in both academic and athletic pursuits, acquiring numerous accolades, including recognition as a Student-Athlete Dean’s List honoree and MEC All-Conference selection. I was honored with the RBG Top of the Class Recipient award in 2021.
My leisure activities consist of participating in physical activity at the gym, spending time with family and friends, and watching or playing athletics. My wife, Alexis, and I currently reside in Anne Arundel County, Maryland.
