We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2021 following the acquisition of Investment Planning Associates (IPA), where he served as Vice President
Has ten years of experience in the financial services industry with a focus on building personal relationships with clients and acting as their trusted advisor while helping them navigate their financial lives
Worked for TIAA-CREF, Charles Schwab and Co., Capital One Bank and New York Life
Life Outside of MAI
Married with 3 beautiful kids, enjoys spending time with family and friends, playing basketball, and golfing
University of Maryland College Park, BA in Economics
We look forward to learning about your financial goals.