Overview

Have been an advisor for 9+ years in Annapolis. Do retirement planning with a focus on Preservation & Distribution while also taking into account Risk Management. I leverage Life Insurance, Long-Term Care Planning, Disability Insurance, Estate Planning, Tax Planning & Legacy Planning. I try to be a one stop shop for any needs that my clients have and have built an extensive network of professionals to handle just about any need that can arise.

I focus on working with 55+ individuals but will take on younger clients if the fit seems right and I always work with my clients kids.

Last Activity
6 months or more

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