I was born in Baltimore, MD and was raised in Harford County. I received a bachelor's degree from the University of Maryland, double majoring in Finance and International Business, and obtained a Masters in Business Administration from Loyola University in Maryland. I began my professional career at Morgan Stanley where over the course of eight years I progressed to the role of Director in Global Settlement Operations while gaining experience in a variety of middle and back office trade support and settlement functions. Prior to joining Silvestri Financial & Tax Advisors, Inc in 2021, I was a project manager for 10 years at Booz Allen Hamilton, overseeing all phases of projects while also leading new business capture efforts.

I'm an avid runner who enjoys the discipline and perseverance that comes with training for and competing in marathons, and I aim to bring that same focus to my professional endeavors. I live in Harford County with my wife Jennifer, who is the Director of Ambulatory Applications at Kennedy Krieger Institute, and two daughters both of whom attend Fallston areas schools. The girls' best friend is their dog Leia, a lab mix. We enjoy all sorts of activities together as a family, including soccer, lacrosse, and trips to the beach.

• FINRA Series 65 securities registration as a Registered Representative and Investment Adviser Representative
• Life and Health Insurance professional through the Maryland Insurance Administration
• Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. The AAMS program focuses on asset management and investments as well as new investment opportunities and recognizing insurance, tax, retirement, and estate issues.
• Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning. The APMA program provides hand-on practice and education in analyzing investment policy statements, creating portfolios, making asset allocation decisions, and maintaining portfolios.
• Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. The CRPC program enables experienced advisors, who are focused on retirement planning for individuals, address clients' pre and post retirement needs as well as issues related to asset management and estate planning.
• Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. The CPFA credential demonstrates knowledge, expertise, and commitment to working with retirement plans through expertise acting as a fiduciary or helping employers manage their fiduciary responsibilities and best practices in plan management for workplace retirement plans like 401(k)s and 403(b)s.
• National Social Security Advisor (NSSA) certificate signifies expertise in Social Security benefits and strategies. Advisors with this professional designation have training to help people make informed decisions about their Social Security options, aiming to maximize benefits based on unique life circumstances.

I was born in Baltimore, MD and am a graduate of Loyola University, MD. I currently hold both a Series 66 Investment Advisor Representative and CPA license with extensive experience in individual financial retirement planning and individual tax preparation and planning

In addition to being a licensed CPA, I'm also a licensed Life and Health Insurance professional and am long standing member of the American Institute of CPAs.

My wife, Cindy, and I are the proud parents of 3 adult children and we are blessed with 5 grandchildren.  Cindy and I have lived in Harford County for over 40 years and have been active in a variety of service organizations such as the Boy Scouts of America, youth rec sports teams, and our Church community. I am also an active member of the St Ignatius (Hickory) Knights of Columbus Council.

When not spending time with our family, Cindy and I like to travel and enjoy extended weekends at our home away from home in Ocean City, MD.