LICENSE(S):
– Series 1, Series 4, Series 12, Series 31, Series 63, Series 65
EDUCATION:
– University of Maryland, MBA
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.
Away from the office, I am the Chairman of the Investment Committee for the Endowment Fund and the Operating Fund for the University System of Maryland Foundation Board, a member of the Western Maryland Health Systems Foundation Board, and the Treasurer of The League that supports special needs children. My wife, Debbie, and I have been married for over 40 years. We have three daughters, Mirjhana, Dagenais, and Koosie, and I am fortunate to have all of them as part of my team. We also have three wonderful grandsons that I spend as much time with as possible. One of them, Trey, is autistic, which has made me deeply involved in the autism community.
