Financial industry experience: 19 years
Tower employee since 2016
Education: Bachelor’s Degree – Georgia Institute of Technology
Securities Registrations: Series 7, 66 Currently held through LPL Financial Insurance Licenses: Life & Health Insurance
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Federal Employee Benefits ConsultantSM
I am a Wealth Advisor at Tower Wealth Management, where my primary responsibilities include assisting members with financial planning and investing. I specialize in retirement planning and investment management, leveraging my ability to structure various accounts and streams of income effectively and tax-efficiently to best serve my clients' needs. With over 22 years of experience in the financial services industry, I am passionate about guiding clients through their financial journeys.
Before joining Tower Wealth Management, I worked at Maryland 529, where I gained valuable insights into financial planning and investment strategies. In 2010, I earned the CERTIFIED FINANCIAL PLANNER® designation, a testament to my commitment to providing the highest standard of financial advice. My academic journey began at the Georgia Institute of Technology, where I graduated with a strong foundation in analytical thinking and problem-solving.
My motivation stems from listening to each client, understanding their unique needs, and developing a financial plan that eases worry and builds confidence. I find immense satisfaction in assisting people during times of stress, as money can often be anxiety-provoking. I am grateful for the opportunity to provide calm guidance in turbulent times and believe that the greatest value I can offer is treating each client as if they are the most important person in my office, which they truly are.
Originally from Millersville, Maryland, I now reside in Severna Park, Maryland with my spouse, our daughter, and our twin sons. Outside of the office, I am actively involved in fitness activities at our local YMCA, which promote healthy living and community. It provides a safe place and exercise programs for all people, including those with special needs. In my free time, I enjoy playing tennis and soccer, reading, meditating, and chasing my children around the house.