Growing up, I always had an interest in finance and have found a perfect career: helping others create the life they want by saving and investing wisely. Money is simply a tool that we use to create free time to pursue our passions.

After over 20 years in this industry, I have found that my clients really appreciate the time that I take to educate them on the strategies we use, which in turn helps them feel more comfortable when making decisions that help them with their goals.

I proudly serve clients in the Baltimore metro area and across the country. I am also a proud limited partner with Edward Jones.

My wife, Mary Jo, and I have been married for 18 years and have two beautiful children. We live in Carroll County and enjoy being part of the community. Mary Jo is active in Girl Scouts and I coach my son's soccer team. We are both also active in our church. In my free time, I enjoy spending time with my family being active: camping, volunteering at church, golfing, biking and traveling – a few years ago we took our camper to Yellowstone and loved seeing the country. But a quiet movie night at home is always good, too!

My senior branch office administrator, Soni Smith, has been part of the team for 11 years and takes great pride in providing clients with the highest level of service possible. Joyce Geipe has also joined our team and has provided additional client support and services. Together they are the backbone of our practice and always eager to make your experience world class.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Outdoor Enthusiast
  • Pets
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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