Protection/Wealth Management for Exceptional Clients

Specializing in attorneys, corporate executives, medical professionals, athletes, and notable persons.

Life does not always go according to plan. I know this from both the perspective of a financial consultant and also from my personal life. Determination, dedication and and a goal-oriented mentality can help achieve not only a person's goals (whether financial, physical, or educational), but can also assist others further down their own paths. Being blessed to have grown up in a family knowledgeable of the importance of ethics in international business, and having personally traveled much of the world to places from Switzerland to Indonesia, my primary focus in all things is to educate and guide others in my scope of influence move towards achieving their financial goals

When I was age of sixteen, I began working in grocery, and by eighteen I'd begun working as a journeyman butcher. Graduating Mt. St. Joseph's High School in 2000, I was awarded many scholarships and awards in the Math and Computer Science fields – including schools such as Carnegie Mellon (Andrew Carnegie Award), University of Maryland – College Park, UMBC, and Rennsalaer Polytechnic Institute (Rennsalaer Medal). Due to financial hardships and life necessity to work, I withdrew from college and focused solely on working. Over the next decade, I used my job to provide for myself and pay my way through post-secondary schooling. I strengthened my knowledge of mathematics, finance, and strategic problem solving – remaining active in my local community. Additionally, my knowledge allowed me to use my time and resources to help friends and acquaintances plan and organize their finances, showing them ways to lessen debt and accumulate wealth.

“In order to carry a positive action, we must develop here a positive vision.” -Dalai Lama

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

We are here for you

To understand your situation – The most important work we do is getting to know who you are.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.