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As President of a local retirement planning company, I offer services to families and individuals in Central Maryland and the surrounding areas. I am a Certified Financial Planner™ practitioner and will work to put the comfort factor in your retirement planning. Our office combines state-of-the-art financial products/services* with personalized attention to help plan for a retirement without money worries. When working with clients, my goal is to put a personal touch on the planning aspect.I am very active in the financial planning industry, currently serving as the First Vice President on the Executive Committee of MDRT. My 37 year membership of the MDRT also includes 3 Court of the Table and 20 Top of the Table honors.In addition to my professional career, I have a passion for community involvement and was previously on the Board (and served as Chair) at BlackRock Center for the Arts, Damascus Community Alliance and Gaithersburg-Germantown Chamber of Commerce, amongst others.
Talks About #Insurance #FixedAnnuities #RetirementPlanning
Preferred Locations #NorthAmerica