Broker Check

Licensing

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, I can help to
provide you with solutions for your unique situation.


I am licensed to sell insurance in MD, DC, VA, NC, WV, SC, TX, DE, FL, NJ, PA and securities in MD, VA, DC, NC, SC, PA, FL, DE, and NJ. I am a registered representative of and offer securities, investment advisory services, and approved to conduct fee-based financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, Maryland 21031, 410-785-7654

Personal Information

CERTIFIED FINANCIAL PLANNER™ professional

  • Licensed to sell Insurance in MD, DC, WV, SC, TX, VA, DE, FL, NJ, PA & NC
  • Licensed to Sell Securities in DC, MD, VA, SC, NC, PA, DE, NJ & FL.
  • FINRA Licensed to sell investment products: FINRA Series 7, 66
  • Married since 2008 with two children
  • Enjoy golf, bicycling, soccer & swimming
  • Volunteers time to various charities
  • Education: Bachelor of Science in Business Administration - Elon University


CRN202102-244092