Financial industry experience: 25 years
Tower employee since 2005
Education: Bachelor’s Degree – University of Maryland Baltimore County
Securities Registrations: Series 7, 66 Currently held through LPL Financial Insurance Licenses: Life & Health Insurance
I am a Wealth Advisor at Tower Wealth Management, bringing over 25 years of experience in the financial services industry. My career has been dedicated to guiding clients through the complexities of financial planning and investment strategies, ensuring they are well-positioned to pursue their financial goals.
Before embarking on my career, I earned a bachelor's degree in economics from the University of Maryland Baltimore County, which laid the groundwork for my understanding of economic principles and financial markets. Throughout my professional journey, I have obtained several key licenses, including the Series 7 and 66 securities licenses through LPL Financial, as well as the Life & Health Insurance. These credentials have equipped me with the expertise to provide comprehensive financial advice and solutions to my clients.
Currently, I reside in Hanover, Maryland, where I continue to serve my clients with dedication and integrity. My commitment to their financial well-being is unwavering, and I take pride in offering personalized guidance that reflects their unique needs and aspirations.