"I work with clients to design an everchanging, customized financial planning and investment management strategy that is curtailed to accomplish each of their specific goals."
Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.
As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.
We offer comprehensive financial planning services through Lincoln Financial Advisors and dedicated to helping you:
Identify your goals.
Develop a financial plan based on sound advice and knowledge.
Implement your plan.
Update your plan on a regular basis.
Throughout this process, we never lose sight of one essential element – personal service. At StoneBridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.
Registrations: Series 7, Series 66, Health and Life Insurance Licensed in state of Maryland
Registered Representative, Lincoln Financial Advisors Corp.
B.A., Economics, University of Maryland, College Park
Professional Associations & Memberships
StoneBridge Advisors Investment Committee
StoneBridge Advisors Charity Committee
Enjoys spending time with girlfriend, Kayla, and playing with their dog, Tito
Enjoys golfing, fishing, hiking, running, and watching football and baseball