“Life is dynamic. My clients know I will work with them to create a living, breathing plan so they can work towards achieving the goals the goals that are most meaningful to them. I want to make a difference in my clients’ lives.”

Background and Experience

With over 30 years of experience in financial services, I understand that change is constant. My own life has given me the gift of experience from caring for and launching my children, building a meaningful career, and helping my parents as they grew older. My passion is getting to know my clients and understanding what is important to them, their needs and priorities.

My mission is to connect, listen and collaborate with my clients to provide targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity.

My philosophy is simple: There are several ways to get from here to there. Together we will examine different strategies and find the best fit for you and your family. Whether you are planning your retirement, creating an income stream, saving for your children or grandchildren’s education, or looking to preserve your wealth - I can help.

Before entering the financial services industry, I graduated from Skidmore College with a Bachelor’s degree in History and Business. I have worked as a Financial Advisor to both individual and institutional investors since 1987.

Away from the Office

A commitment to service also carries over to my involvement with our local Annapolis community. I served on the Board of the Annapolis Lighthouse Shelter for 9 years and am still actively involved on the development committee. I enjoy golfing and spending time with my two sons, Peter and Henry.

I consider it an honor and privilege to guide my clients on their journey throughout their financial lives. With a focus on high-net-worth individuals and families, as well as businesses and nonprofits, I take pride in offering ongoing, proactive advice and customized solutions for every stage of life. Whether it is assisting in organizing finances, developing comprehensive roadmaps for the future, transitioning to retirement, or simply helping clients achieve their goals, my personalized approach has established me as a trusted advisor and has allowed me to create and maintain long-lasting client relationships.

Through consistent collaboration and communication, I help clients grow, preserve, and transfer their wealth. To deliver on Rivergate Wealth Management Group of Wells Fargo Advisors’ core belief in being accessible to our clients, I strive to be a client’s first call when they need answers, direction, or information about their financial lives. I’ve been distinguished as a Wells Fargo Advisors Platinum Council member again in 2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. I also won the award in 2018, 2019, 2021, and 2022.

A Kent Island native, I live in Annapolis with my wife, Colleen, and our Husky, Bella. I value being an active member of the community. I’ve served as a volunteer firefighter with the Kent Island Volunteer Fire Department since 2004. Colleen and I enjoy boating all over the Chesapeake Bay and are members of the Annapolis Yacht Club and Baltimore Country Club. We also love traveling, domestically and internationally, and are constantly trying to check destinations off our travel list.

CA Insurance License Number: 0J00422
Resident State: Maryland

“My primary focus is my clients’ success; a success that they define and one backed by my understanding of their needs. That means listening, using my analytical skills to create solutions, and living by service.”

Background and Experience

My goal is to help you take a proactive approach to your financial success. I am dedicated to collaborating with you to make sound financial decisions and seeing you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation.

I believe in being accessible and personally responsive. Whether by phone, email, or online access, when my clients need me I am here for them. Accessibility and outbound communication are the foundation of my personal service model. This service model is buttressed by the resources of Wells Fargo Advisors and my team, a team that has been built around the purpose of helping you. 

In 2009, I earned the CERTIFIED FINANCIAL PLANNER^® certification by meeting rigorous experience and industry requirements, as well as successfully completing coursework on financial topics such as: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. Prior to joining the financial services industry, I earned my B.A. in Japanese from The Ohio State University. 

Away from the Office 

I enjoy spending time with my husband Sam. Most often we can be found in the kitchen cooking, attending the opera, or traveling to see friends and family. We are both dual citizen of the USA and France so if you are ever traveling to France consider me a resource for that too! Giving back, I volunteer for the Montgomery College Operating Budget committee because I believe that education is the heart of a community’s success.

CA Insurance License: 4312034
Resident State: Maryland

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.