Insurance Strategies, Retirement Income Planning, Business Succession Planning, Business Owners, Group Benefits, Investment Strategies (Reg. Reps Only)
English
I take great pride in getting to know each client personally, allowing me to understand their unique needs and what matters most to them. This approach enables me to recommend tailored products and strategies that address both their current and future goals. I conduct a comprehensive analysis of your financial situation to help you:
Whether your objectives involve preparing for significant life milestones like retirement or college, protecting your family’s future, or securing life, disability income, or long-term care insurance, I am dedicated to delivering a new level of attention, insight, and capability.
My mission is to assist families and business owners in achieving financial freedom. With the skills, knowledge, and experience I bring, I aim to meet your established goals while becoming a lifelong resource for you.
MM202503-300856
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University of Colorado, Colorado Springs BS in Organizational Management
Strayer University MS in Org Mgmt
Boating
Skiing
Frederick Chamber of Commerce
US Army Veteran
Ambassador for the Frederick Chamber of Commerce
Member of Networking in Annapolis
Member of Deep Creek Connections
Member &
Volunteer for Coffee and Cocktails Connection - community food drive events
Volunteer for the Asian American Center of Frederick