I have worked in the financial services industry for over 16 years. I started my career in the service of others. I believe everyone should have access to a professional who can assist with advice and direction.

I meet my clients where they are, physically and mentally. I find that when you are comfortable in your own setting, your focus is set on your goals.

I have clients in different states and will video conference or visit their location.

I started with little funds and a lot of determination to get to my goal. I needed some help and coaching from a professional.

For me, it was difficult to find an advisor who was willing to help me with the little I had, help me grow and save to increase my wealth.

I worked three jobs and was told I was not a candidate to discuss investments and needed to save more in order to get access to professional help.

You can imagine my disappointment. However, I was determined to move forward. This situation left me wondering how many others were like me - wanting to begin investing, but not receiving the help and guidance they needed.

This started my career as a financial advisor, in order to help those that were unsure of the investment process and too embarrassed to ask for help.

Every day, I feel grateful for the path I chose that has given me the opportunity to meet and help amazing people.

I partner with my clients to help them stay on track - I strive to keep our communication honest and consistent. We all have areas in which we need to rely on the help of experts to assist us - when those experts are not compassionate, or not willing to understand our concerns, we are left with a sense of disappointment and frustration.

I believe everyone who seeks help should have access to a caring, competent professional who will get to know their unique needs and act in their best interest.

I am always honored to serve my clients and would be honored to serve you as well.

Focus areas

  • Business Retirement Plans
  • Socially Conscious Investing
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Community Outreach
  • Football
  • Health & Nutrition
  • Tennis
  • Wine Collecting/Enthusiast

Office Information

Office Address

9433 Common Brook Rd Suite 200 Owings Mills, MD 21117

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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