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Specialties
We are experts in retirement income and tax planning for analytical people like engineers and scientists.
I am a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Retirement Income Certified Professional®, Certified Private Wealth Advisor® professional. I am currently pursuing Doctorate in Finance. I have an MBA in Finance from Towson University, a BS in Nuclear Engineering Technology from Thomas Edison University. I am a Former Licensed Senior Reactor Operator for 8 years, a Radiation Protection for 4 years. I served in the US Navy from 2003-2009. Born & raised in Baltimore, MD. Married to Deanna, a local Realtor since 2004 and has 1 daughter, Sophia.
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CFP®, RICP®, CPWA®
Chartered Designations
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