5272 River Rd
Bethesda, MD 20816-1405
I am a Senior Premier Advisor and Chartered Retirement Planning Counselor (CRPC®) with experience in financial services since 2004. I help clients take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
My wife and I live in North Bethesda, MD and enjoy spending time with our son and daughter.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more