BUSINESS PHILOSOPHY
Whenever you face a financial challenge in life, it's wise to seek the professional guidance of a Financial Planner and to ensure you've considered all the factors that may affect your immediate, short- and long-term financial goals. I believe financial well-being is achievable for everyone, with a little guidance and planning. Let me help you build your financial confidence.
QUALIFICATIONS
- 13 Years in Financial Services
- Graduate of Towson University
- American College Chartered Financial Consultant”
- Licensed to sell Life & Health Insurance in MD, VA, WV
- Registered to offer Securities Products with LPL Enterprise in MD, VA, GA, WV
- Series 6, 7, 63, 65 and 66 Licensed with LPL Enterprise
PROFILE
- Currently residing in Glen Burnie, MD with my son, Ronan
- Hobbies include camping and outdoors, crafting and building, snowboarding and gaming.
- Senior Warden of Oriental lodge # 158 AF & AM
- Charitable interests include Believe in Tomorrow Foundation, Irvine Nature Center and Baltimore Child Abuse Center
PRODUCTS AND SERVICES
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Annuities
- IR As and Coverdell ESA
- Mutual Funds
- Business Continuation Funding
- Executive Compensation Funding
- Key Person Insurance
- Employer Sponsored Qualified Plans (40 1(k), 403(b), Profit Sharing, Defined Benefit, etc.)
- Financial Planning Strategies
- Asset Management
- Estate Planning Strategies
- Group Benefits