About

 

About

Given the Option, Wouldn't You Prefer to Work With
Someone You Know, Like & Trust?

 

 Work With Someone You Know
As the son of a retired plastic surgeon, former Board Member of a local animal rescue as well as a volunteer in the animal rescue world, I understand the stresses and unique needs of the medical and veterinary professions, in particular:

  • Paying off debt/school loans
  • Financing new equipment
  • Marketing the practice
  • Covering annual malpractice and liability insurances
  • Protecting self and staff in the event of injury or disability
  • Saving for retirement

Sound familiar? If these concerns are looming in your mind, I can help.

 

Work With Someone You Like
In addition to my credentials, I genuinely like people and want to help you succeed. No matter how you define "success", my approach to helping is the same - respectful and on your schedule.

Work With Someone You Trust
Having completed a Masters of Science in Financial Services, being Certified in Long-Term Care (CLTC), a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), I can provide comprehensive financial planning that's in your best interest, not mine. I am motivated by your need to make sound decisions for you, your family and your business.
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My Personal Background
 I call Baltimore home and I lead a very active lifestyle that includes traveling, snowboarding, hiking, biking, softball, bowling, brewing beer, disc golfing and golfing. My four-legged friend "Benji" joins me in many of these activities and helps me stay in shape. Although I technically rescued him, he brings additional joy to my life every day.

Volunteer Activities & Hobbies

  • Member And former Social Secretary - Baltibrew
  • Player - Party Dogs Softball Teams
  • Player/Captain - Ocean's Razorbacks Softball Team
  • Urban Achievers Bowling Team

My Education

  • MSFS, Masters of Science in Financial Services, The Irwin Graduate School of The American College - Advanced Financial Planning
  • CLU,  Chartered Life Underwriter, The American College - Insurance Specialty
  • ChFC, Chartered Financial Consultant, The American College - Advanced Financial Planning
  • CLTC, Corporation for Long Term Care Certification, Inc.
  • Bachelor of Science, Economics, Towson University
  • St. Paul's School for Boys

My Licenses & Achievements

  • FINRA Series 6
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Property & Casualty
  • Life and Health Insurance
  • Insurance Licensed in the following states including:
    AZ, CA, CT, CO, DC, DE, FL, GA, IL, MD, NC, NY, OH, PA, VA, VT, TX
  • Securities Licensed in the following states including:
    CO, CT, DC, FL, IL, MD, NC, NY, VA
  • United States Achievement Academy Collegiate Award Winner

 

For a free, confidential financial review, give me a call today: 410-340-6691.

I'm happy to sit down with you, your family and/or your business partners to determine what's best for your particular situation. I look forward to meeting you.