Your goals, your strategy — planned with clarity, managed with discipline, and guided with care.

I began my career with a strong foundation in leadership and discipline after graduating from Valley Forge Military College in 1998 with an Associate’s Degree in Criminal Justice. I later earned my Bachelor’s Degree in Psychology from the University of Baltimore. Early in my career, I worked as a unit coordinator at a mental health facility in Rockville, MD, where I gained valuable insight into human behavior, emotion, and decision-making—perspectives that continue to influence my work with clients today.

In 2010, I made a purposeful career transition into finance. I obtained my Series 7 and 66 licenses, along with licenses for life insurance, disability insurance, and long-term care. I joined a Fortune 100 financial services firm—recognized during my entire tenure as one of the top 10 best companies to work for by Fortune magazine—where I was given the opportunity to run my own branch.

To further elevate the level of guidance I could provide, I earned both the AAMS® (Accredited Asset Management Specialist™) and ABFP® (Accredited Behavioral Finance Professional™) designations. These credentials strengthened my ability to help clients build sound portfolios while also addressing the behavioral tendencies that often influence financial decisions. In recognition of my work, I was named a Limited Partner in 2018, a role I held until my departure in early 2023.

In June 2023, I chose to open my own independent practice with LPL Financial to offer clients a broader range of investment options and a more personalized advisory experience. I remain fully governed by—and committed to—the rules and regulations of both FINRA and the SEC.

Since the beginning of my career, my philosophy has been simple: put clients first. Every investor has unique goals, timelines, and risk considerations, so I build customized portfolios designed to reflect each client’s individual needs. Markets will always move unpredictably, and no advisor can guarantee performance; however, I can guarantee a disciplined, research-driven approach focused on diversification, high-quality investments, and long-term planning—not chasing trends or attempting to time the market.

One of the most important lessons I’ve learned is that while most people know to buy low and sell high, emotions often push investors to do the opposite. My role is to help clients stay grounded through periods of volatility, avoid reactionary decisions, and remain focused on what truly matters—the long-term achievement of their financial goals.

I measure my success by the success of my clients. Together, we work toward the same objective: achieving a confident, comfortable retirement without the fear of running out of money. With a plan built around your needs and disciplined guidance along the way, we can pursue those goals with clarity and purpose.

Let’s Talk.

Let’s review your financial goals

and optimize your path to reach them.