What I do for my clients
As your financial advisor, I believe it is essential to act as an educator, counselor, financial planner, and portfolio manager. Over the past 20+ years, I have developed a unique system for wealth management. Together we assess your lifestyle planning, asset planning, risk planning, and liability planning.
Professional experience
I entered the financial services industry with Pruco Securities in 1996, then went on to Berkshire Equity Sales in Pittsfield, MA. In 1998, I became a financial advisor with Merrill Lynch in Charlottesville, VA. In 2001 I joined Legg Mason in Mclean, VA, then Smith Barney (by acquisition) in 2006. I have been with RBC Wealth Management in Mclean, VA since 2009.
Education
I graduated with a BA in Economics from the University of Maryland.
I also graduated the Accredited Asset Management Specialist and Accredited Portfolio Management Advisor programs from the College for Financial Planning®.
Personal information
Originally from Olney, Maryland, I live in Ashburn, Virginia with my wife, Alison. We have four daughters, Annie, Ellie, Paige, and Rachel. In my free time, I enjoy being with my family, and appreciating the outdoors by hiking, biking, and especially being on the water.
