Always There When You Need Us
What separates me from other financial advisors and financial planners is the ability to explain complicated financial markets and instruments in a clear and concise manner that enables the investor to fully understand their pathway to pursue financial independence. I believe in staying fully engaged so we may make adjustments as life dictates.
Financial Advisor Specialties:
- Investment Management
- Comprehensive Financial Planning
- Estate Planning
- Insurance Planning
I am committed to ethically advising and educating individuals, families and businesses on their long term financial goals and I do business in Maryland, Washington D.C. and Virginia.
More specifically, I can help individuals and company’s with:
- Retirement Planning for Individuals and Businesses
- Stocks, Bonds, Mutual Funds and CDs
- Tax Advantaged Investments
- College Savings Accounts including 529’s
For more information and to discuss your financial plans, please contact me. I would appreciate the opportunity to be your financial advisor and help you reach all of your financial goals.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact information section above.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following States: Maryland, Washington DC and Virginia