About

Like many of the families I work with, I’m planning for a future filled with hope, uncertainty, and change. As a father of two, I understand firsthand that even the best-laid plans can take unexpected turns. My goal isn’t to impose a rigid financial path—but to provide guidance, structure, and support so you can adapt and thrive through life’s transitions.

I bring over 20 years of experience in finance and accounting, including the past 7 years focused exclusively on comprehensive financial planning. I earned my bachelor’s in Finance from Salisbury University. As a CERTIFIED FINANCIAL PLANNER™ professional, my fiduciary oath requires I adhere to the highest standard of competence and ethical practice in the industry.

As a wealth advisor to families and business owners alike, I recognize the importance of building something that lasts beyond a single lifetime. Whether it’s a business you can pass on, a legacy you can pass down, or simply being financially secure as you age—true planning means thinking generationally. Estate and legacy planning are not just financial decisions; they’re acts of care, intention, and love.

Financial planning, to me, is as much about listening and adjusting as it is about numbers. Life doesn’t unfold in spreadsheets - with a thoughtful plan and a trusted guide, your financial goals can remain within reach, even in the most uncertain of times.