As a kid, I dreamed about working with other business executives helping them strategize and execute plans to manage their personal finances and reach their goals.

Growing up in Clarksville, I attended Mt. St. Joseph's High School and University of Maryland College Park, graduating with a bachelor's in computer science and a master's in business administration. Having lived in multiple counties around MD, each stop has helped me develop additional relationships with different perspectives and broadened the types of volunteer work that I do, including working with groups like Toastmasters International, Stocks in the Future and Junior Achievement.

My wonderful wife, Kelli, and I got married on October 1, 2016 and were blessed with our son, Jack, in October of 2017 and with Lucas in May of 2020. I am the middle child of seven kids, five brothers and one sister. One brother is now in Jacksonville, FL and the other siblings are spread around Maryland working in government contracting; unsurprising, since our father worked for the government for 35 years with NASA and NOAA.

The common thread for my clients seems to be a desire to have control over their financial strategy and to be confident in the direction they are moving and their efforts to get there.

My Branch Office Administrator, Alexandra Attaway, is a great asset to my team, helping to create an exceptional customer service experience for all of our clients. She brings an extensive background in investment research and knowledge of a variety of types of investments. She is passionate about helping clients to reach their financial goals.

Give us a call at (410) 455-0148 or email us at [email protected] to take the first step toward reaching your goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Basketball
  • Hiking
  • Reading
  • Spending Time with Family
  • Technology

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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