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.