Meet Our Team
President & Founder
With over 45 years of financial services experience, I serve a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Whether your objective is to build additional wealth, preserve what you've earned, pass it along to future generations, or a combination of these, I take the time to listen to your needs and create a comprehensive wealth management plan to help you pursue those goals.
Executive Vice President Investment and Marketing Officer
Executive Vice PresidentInvestment Officer
First Vice PresidentInvestment Officer
Senior Client Associate
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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