Advisor Investments and Insurance
With over 15 years experience as a Financial Advisor I have helped pre-retirees and the recently retired develop strategies to achieve their financial goals. I received my bachelors from UMBC and an MBA from Loyola University. Former work experience includes M&T Bank, T. Rowe Price, and AXA Advisors.
Values-based financial strategies help my clients make smart decisions about money, develop strategies to minimize the impact of taxes and inflation on their investments, and help preserve wealth and create legacies for their families. I enjoy using my knowledge to help retirees and pre-retirees like yourself increase lifetime income and reduce your tax burden, while minimizing the devastating effects of market risk.