124 Shawan Rd
Hunt Valley, MD 21030
I am a Senior Premier Advisor with experience in financial services since 2009. I help clients take a clear, practical, and strategic approach to financial planning by helping to deliver customized solutions and providing active relationship and risk management.
I focus on getting to know my clients and their families so I can help provide personalized recommendations that support their everyday financial needs and long-term goals. I enjoy working with clients who value long-term relationships and proactive planning. My daily goal is to put clients first—building trust through meaningful conversations, responsive service, and the thoughtful use of technology—so they feel confident and supported throughout their financial journey.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
We are avid travelers and enjoy exploring new countries whenever we can. Some of our favorites so far have been Portugal, Iceland, and Thailand. Outside of work and travelling, I enjoy spending time with friends and family, golfing, country music concerts, professional sporting events, and a nicely crafted old-fashioned.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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.