Prior to joining Premier Planning Group as a Financial Advisor, I worked at Enterprise Holdings for 17 years as an Area Sales Manager and Sr. Client Strategy Manager in Maryland, Hawaii and Texas. This has given me a wealth of experience in business management, finance and how to best help clients pursue their goals while providing the highest levels of client satisfaction. I chose to move back to my home town of Annapolis, MD to work with my brother Aaron at Premier Planning Group so I can work with all companies and investments rather than just a select handful to best meet our client’s needs.
I received my bachelor’s degree in Business Management from Franklin & Marshall College in Lancaster, PA. I hold my Series 7 and Series 66 registrations along with state life and health licenses. This allows me to advise on every aspect of my client’s financial portfolio rather than just a single area.
Outside of work I am a huge automotive enthusiast, particularly when it comes to Formula 1. I try to attend the Austin, TX F1 race each year and am looking to add more international destinations like Monaco, Italy and Dubai in the future. I’m also the proud dog dad to my 5-year-old rescue doggie “Maui” who is a German Shepard mix and frisbee catch master.