I provide customized, goal-oriented wealth-management services for successful professionals and organizations. I design detailed Financial Plans for my clients, founded on their financial needs and objectives, time horizon, ability to assume risk, and other considerations that may impact their investment planning decisions. My emphasis is on long-term, multi-generation relationships with clients. I am committed to making a positive difference in the lives of my clients; my clients' success is my success. Areas of focus: Wealth Management; Corporate Services including Qualified Retirement Plans; Asset Management; Retirement Planning; Professional Portfolio Management Outside of work, I enjoy spending time with my family, coaching my kids' teams, history, genealogy, playing beach volleyball, Maryland football and lacrosse. 