Areas of focus
- Women's Financial Strategies
- Retirement Planning Strategies
- Retirement Income Strategies
- Wealth Preservation Strategies
- Social Security Retirement Benefits
- Investment Management
- Saving for Education
- Retirement Plan Distribution
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™
Education
- B.S. Business Management, Concentration in Finance, Towson University, Towson, MD
Professional associations
Community participation
I previously served as a Founding Board Member for Talisman Therapeutic Riding, a nonprofit located on the Eastern Shore that provides healing to those in need, for 9 years.
Interests
My life revolves around my wife and three children. In addition to my three children, our family sponsors Midshipmen at the Naval Academy. We enjoy spending our Saturdays in the Fall at Navy-Marine Corps Memorial Stadium cheering for Navy.