Financial industry experience: 40 years
Tower employee since 2023
Education: Bachelor's Degree – Towson University
Securities Registrations: Series 7, 9,10, 24, 52, 53, 63, 66 Currently held through LPL Financial
Insurance Licenses: Life, Health and Variable Annuity
I am a Wealth Advisor at Tower Wealth Management, where I specialize in retirement planning and retirement income. My clients, primarily aged between 60 and 80, often seek assistance about their financial plans for retirement, and I am committed to providing them with guidance. With over 40 years of experience in the financial services industry, I have dedicated my career to helping individuals navigate the complexities of retirement planning.
Before joining Tower Wealth Management, I worked at Prudential Advisors. I was drawn to Tower because it allows me to educate our members on how to safely plan for retirement without the pressure of sales goals. I hold an extensive array of FINRA series licenses, including the Series 7, 9, 10, 24, 52, 53, 63, and 66, currently held through LPL Financial, as well as the Maryland Life & Health license, equipping me with the knowledge and expertise to offer comprehensive financial guidance.
My passion for finance was inspired by my father, who worked on Wall Street and had an impressive understanding of various industries and the ability to generate wealth for himself and others. This fascination led me to pursue a degree at Towson University, laying the foundation for my career in finance. I love helping members plan for a safe retirement, and I take great pride in educating them about their finances, stepping in where our education system often falls short. I believe the greatest values I can provide for my clients are confidence and the ability to reduce their financial stress, whether they are already retired or preparing for it.
As a native of Massapequa in Long Island, NY, I currently reside in Crofton, Maryland with my wife, Melanie. We have four adult children – Ryan, Tyler, Alex, and Kimberly – and six grandchildren – Mason, Maddie, Jackson, Wrennie, Cammie, and Tripp – with another on the way, due November 2025! In my younger days, Melanie and I were deeply involved in community sports leagues, with me coaching baseball and basketball for over 10 years. Though it left little time for other pursuits, it was a rewarding experience. Now, I continue to carry a passion for sports, often playing with my kids and grandkids or attending their little league games. I also enjoy helping with coaching and have held season tickets to the Ravens with my three boys for the last 20 years, rarely missing a game.