I do extensive planning with individuals who need guidance on building wealth and protecting assets that they have accumulated over their lifetimes. As a member of the Retirement Benefits Group (RBG) within Equitable, my focus has been working with employees and employers for non-profit organizations and public schools.
In addition to the work I do with my clients, I am a Regional Vice President of the Retirement Benefits Group (RBG) in the Baltimore Branch. In this capacity, my duties include the recruitment, training, and development of talented individuals who seek a career in this field. I oversee the growth and development of the Retirement Benefits Group in Maryland.
** My team and I are continuously meeting with qualified candidates who are dedicated to building a practice with our organization **
Ongoing education is a key factor to my success over my career. In addition to my degree from University of Pittsburgh, I hold FINRA registrations for the Series 7, Series 63, and Series 65, as well as a license for Life and Health insurance in multiple states. I have also been awarded the title of Retirement Benefits Specialist - Tax Sheltered Plans from Equitable Advisors.
I live in the wonderful, history rich state of Maryland with my wife and three children.
Please feel free to utilize the various resources that are available to you on this website. Thank you again for visiting, and I look forward to being of service to you in the near future!