My goal as a financial planner will always be to give my members confidence to live their lives as they see fit. I’ve worked previously at Vanguard as a Financial Advisor, State Farm as an insurance rep, and Cap Center as an underwriter.
I am originally from Philadelphia, Pennsylvania but now reside in Charleston, South Carolina. I enjoy golfing, fishing, spending time with friends, and Philadelphia sports teams letting me down every year.
Education: East Carolina University (BS) (BA)
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Golfing with friends
Dad’s retirement dinner
Trip to Anguilla
First time playing Pinehurst
Dewey Beach, DE
Seafood at Fish Bites in Wilmington, NC
Hard work beats talent when talent doesn’t work hard
Always working to improve and learn
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400 East Pratt Street, 8th Floor, Baltimore, MD 21202
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success.
The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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