Using my knowledge and skills in finance to help individuals and families pursue their goals is my true calling. After spending 7 years as an accountant assisting businesses, I realized my passion lay in empowering individuals to reach their financial aspirations. Witnessing my own family struggle with understanding financial concepts and making informed decisions, I recognized the need for accessible financial guidance. I am dedicated to crafting personalized plans for my clients and take great satisfaction in seeing those plans come to life. I also relish the opportunity to assist clients with challenging decisions, guiding them through the pros and cons until they feel confident in their choices.
My career began right out of college as an accountant, but I soon transitioned to the financial services industry. For the past 20 years, I've been a part of LPL Financial. I earned my Bachelor's in Accounting in 1998, became a Certified Public Accountant (CPA) in 2003, and achieved the Certified Financial Planner (CFP®) designation in 2012.
I am committed to consistently guiding clients in the right direction to help them work toward their goals. While financial concepts may come naturally to me, I understand they can seem like a foreign language to others. I take pride in simplifying complex ideas, and making them accessible and understandable for everyone.
I share my life with my wife, Jill, and our three wonderful children, Max, Maya, and William. Fitness and health are important to me, and I enjoy finding new ways to stay active and healthy. Rugby has been a significant part of my life, and I was proud to be part of a men's club team that won the National Championship in 2012. Today, I continue to grow the sport by supporting youth programs in Howard County.