My practice is comprised of clients from Woodsboro Bank which is a community bank in Frederick County Maryland. My focus is on retirement income planning with a mix of wealth building and insurance. My practice also includes some non-profit organizations. I feel I can be the right fit for the practice noted in the email with my 25+ years of experience in the business and my goal to expand for beyond the bank clients which I now serve. Going forward managed money will be the focus of my investment recommendations.