The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Growing up, I played sports competitively starting from age five and continuing to competing at the Division I level for Swimming at UMBC. I have seen and experienced firsthand the importance of having a coach that is always looking out for your best interest and pushing you every day to be better.
Aligned with Equitable, a global and well-respected firm, we have access to a wealth of resources in investment & insurance solutions. I have the privilege of working with individuals, families and local business owners in creating personalized strategies and implementing solutions to help them take care of what is most important.
My goal when I work with my clients is to ensure that they are taking the right steps financially. In doing so, I make sure that they are not only prepared for whatever the future may hold, but also allowing more time and energy to be spent towards what really matters.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.