At Truist Investment Services were your trusted advisor. As your Truist Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 23 years of Financial Services experience, and have earned the professional designations of Chartered Retirement Planning Counselor. I follow a disciplined process of assessing my clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Financial Planning Investment Management Risk Management Retirement Planning Legacy & Estate Strategies Planning for Major Purchases Managing Debt Education & College Planning Regular Portfolio Rebalancing I am a native of Baltimore, MD and graduate of The Johns Hopkins University with a degree in Economics. How can I help you shine? 