Experience
I began my career in the financial services industry in 1994 with NationSecurities, a partnership between NationsBank and Morgan Stanley. In 1999 I joined Ferris, Baker Watts Inc. By 2001 I became a financial consultant for The Westheimer Group, working closely with Julius Westheimer for several years. In 2008, I took on the role of Branch Director for the Towson, MD office as part of the merger with RBC Wealth Management. In April 2010, I relocated to our Baltimore office. My family and I moved to Boulder, CO in July of 2012 and I worked out of and managed the Boulder office for almost 10 years (time flies!)..
Education
I have passed the FINRA series 7, 9, 10, 63, 65 exams, as well as hold health and life insurance licenses. I graduated from Gilman School in 1984 and The University of Richmond in 1988. I served as a member of the Gilman Board of Trustees member and President of The Alumni Board. I am a former Board of Director’s member for Girl Scouts of Central Maryland and have served on their Financial Committee.
Awards/Achievements
Multiple years Directors Council Member
Professional Designations
Accredited Asset Management Specialist-AAMS (via College for Financial Planning)
Advanced Wealth Manager - 2018
Personal
After spending most of our lives in Baltimore, my wife, my three children and I moved to Boulder, Colorado in July of 2012. We wanted our to kids experience the outdoor, healthy lifestyle found in the Rockies! We enjoyed fly fishing, biking, hiking, skiing and beautiful scenery. We moved back to Baltimore toward the end of 2021 and hope to be able to spend time in both of our favorite states going forward.