I am the Chief Financial Strategist at TFG Private Wealth Management. I work with individuals and families to help them define their financial goals and provide strategies, products, and services to help them work toward their objectives. I believe in a holistic approach, focusing not only on wealth management strategies, but also risk management and legacy planning.
As Chief Financial Strategist, I lead our investment committee and oversee the firm's portfolio strategies. I graduated from Penn State University with a degree in Finance in 2009 and joined The Capital Branch of Equitable Advisors in 2010. I hold my FINRA Series 7, 24, and 66 registrations, as well as my Life and Health licenses.
Each year since 2018, I have been selected as a Five Star Wealth Manager Award winner by Baltimore Magazine. I have also been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
My wife Malissa and I live in Mount Airy, MD and in 2020 welcomed twin boys.