As a lifelong Maryland resident, I have been advising clients on their personal and institutional finances since 1998. During that time, I have seen the markets go up, down and sideways; through it all I have maintained my focus on navigating clients towards the achievement of their own unique goals.
My area of specialty is the construction and management of custom investment portfolios. I believe every portfolio is like a fingerprint, uniquely created for that individual or institution. I build and manage my client’s portfolios based on their specific goals and needs, with a focus on controlling risk. It is my opinion that this type of personalized approach is superior to the cookie-cutter, one size fits all solutions that are so prevalent today.
I began my career as an advisor at a major regional bank. I worked with many of the banks top private clients and institutions, both individually and as part of a wealth management team. After 8 years at the bank I moved on to one of the largest Wall Street firms. I expanded my knowledge and experience in managing portfolios there for 6 years before moving to my current independent firm, Synergy Financial Group. Independence has provided the ideal platform in which to provide unbiased advice and guidance for my clients without the possible conflicts of interest that inevitably arise when working for a large firm.
I studied business administration with a focus in finance at the University of Maryland and received my Certified Investment Management Analyst® designation from the Wharton School at the University of Pennsylvania.
Outside of work, I enjoy spending time outdoors with my wife Angie and my sons, Jason and Nick.