As a regular marathoner and triathlete, I find that the necessary training for a race carries over into my dedication to my clients and the encouragement and friendship from my clients pushes me to be my best on the course. Financial success, however, is not measured in an 18 week training cycle, but rather a lifetime.
It is for this reason that I have spent the past fifteen years working for my clients as I do for my own family. I aspire on a daily basis to build a lasting personal and professional relationship based on trust, integrity, and superior client service.
Whether you are a successful individual, couple, or business owner looking for advice in building wealth, providing financial security for your family, protecting your assets or rewarding and retaining key people, your relationship with a financial professional should empower you to make informed decisions based on strategic recommendations, specific to your needs.
Please feel free to email or call me to discuss your personal financial situation or if you just want to talk about road races or triathlons.
- BA Mass Communication – Towson University
- CFP® - American College
- RICP® - American College