I am a financial advisor for a select group of individuals who aspire to a work-optional lifestyle. We have developed and refined a process to put together all the pieces of your financial puzzle by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track. We work closely with your CPA and estate planning attorney to ensure your family will be taken care of as well.

I have lived in Calvert County since 1990 with my wife, Gina. I have two daughters, Brittany and Mandy, both married, three granddaughters and one grandson. When I'm not in the office, Gina and I enjoy traveling and working on my "Honey Do" list.

Focus areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Savings Strategies
  • New Investors

My Personal Interests

  • Baseball
  • Football
  • Swimming
  • Traveling
  • Scuba Diving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More