Starting my career as a financial advisor in 1998 has given me a broad perspective about wealth management. I have seen some of the best and worst markets in our history. That experience allows me to approach my clients with the knowledge of how the markets fit into their greater financial picture. My perspective has also been broadened by serving as an advisor, a mentor, and as a manager throughout my career. I am a CERTIFIED FINANCIAL PLANNER™ professional.
Writing and Speaking
I have been writing articles in regional newspapers on financial planning for gay couples since 2001. I have also been a guest speaker on LGBT financial planning at the national conference for the American Psychological Association and have served on panels for the University of Maryland and the Capital Area Gay and Lesbian Chamber of Commerce. Additionally, I have conducted workshops on financial planning for same-sex partners at AOL, AT&T, Booz Allen Hamilton, Fannie Mae, IBM, Lockheed Martin, and Verizon, as well as various federal agencies and advocacy groups.
I am a member of the National Gay and Lesbian Chamber of Commerce (Bronze Pioneer), a Partners member of HRC, the EPA’s Green Power Partnership, the first member of Maryland’s Green Registry, Pride Planners, the Canton Community Association, and the founder/president of Paws for a Cause, Inc. I have also severed on the boards for the Canton Dog Park, Equality Maryland, and Free State Legal.
My wife, Heidi and I enjoy camping, hiking, and traveling with our daughter, Elise, and our dogs, Fenway & Roxy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.