Our Team

I help employers understand the complex world of retirement plans and educate individuals about saving and investing to achieve their goals. I assist clients in identifying their needs, such as life insurance, college savings plans and retirement income planning.

Early in my career, I worked as an investor relations professional with Hill and Knowlton in New York City. I also had the opportunity to teach English in the Czech Republic for two years. I graduated from the University at Buffalo in 1986, where I earned a bachelor's degree in Economics. I live in Silver Spring, MD with my wife and son. In my free time, I enjoy bicycle riding, skiing and volunteering in my community.