Providing goal achievement through accountability to help emerging affluent and high net worth families make better financial decisions. Assisting the families of individuals with special needs plan for their futures through goal based clarity and guidance.
Our purpose is to help our clients achieve better financial outcomes. Commitment to delivering concierge level service and professional guidance is our top priority. This is accomplished by continuously putting our clients' needs first.
As our clients' needs have become more sophisticated, we have helped our clients to simplify complex financial concepts and have given them the tools and resources to make better financial decisions. Our clients need clarity and guidance to reach their financial goals. They believe that these goals are best met through the accountability strategies and solutions of an advice based relationship.
I am licensed to sell Life and Health Insurance in MD and WV. I am licensed to sell securities in MD. I am a registered representative of and offer securities, investment advisory services, and financial planning through MSI Financial Services, Inc., member SIPC (www.sipc.org). Supervisory address: 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075. (443)492-6600
Area(s) of Focus
- Insurance Strategies
- Investment Strategies