picture of a planner

Here to act in your best interests

About me

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.


Chartered Retirement Planning Counselor™

Registered Financial Consultant


Bachelor of Arts, Communication - State University of New York at Albany

Visit one of our Locations

Baltimore I - Howard County MD

6031 University Boulevard

Suite 150

Ellicott City, MD 21043

Washington DC VI - Silver Spring

12510 Prosperity Drive

Suite 350

Silver Spring, MD 20904

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts