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 work in our downtown Boulder office.
I currently hold series 7, 9, 10, 63, 65, as well as 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.
2010, 2011, 2014 and 2015 Directors Council Member
Accredited Asset Management Specialist-AAMS (via College for Financial Planning)
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 here in the Rockies! We have enjoyed fly fishing, biking, hiking and beautiful scenery and look forward to skiing this winter.