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 for 28 years with my wife, Gina. I have two daughters, Brittany and Mandy, both married, and three granddaughters. When I’m not in the office, Gina and I enjoy traveling.