As a multi-faceted CERTIFIED FINANCIAL PLANNER® professional, my journey in finance has equipped me to assist entrepreneurs in better positioning their retirement plans. With experience as a CPA (currently non-practicing) and CFO, I focus on guiding entrepreneurs into the next phase of their lives. My goal is to help plan a confident future and create an income strategy for a comfortable retirement.
I understand that many successful business owners know how to build thriving businesses but may struggle to maintain their desired lifestyle without a guaranteed paycheck. Building wealth and staying ahead of inflation involves making crucial investment decisions. To me, retirement is not just about living off savings; it's about aligning your finances with your values to create a fulfilling life for you and your family.
My extensive background in finance allows me to offer broad knowledge in retirement planning. I am dedicated to helping entrepreneurs work towards ensuring their money lasts to fulfill their dreams and leave a lasting legacy.
Outside of my professional life, I am most proud of my family—my wife Janice, our children Aaron and Shelley, and my beloved grandchildren Jacob, Brody, Jonah, and Ayla. I cherish spending time with family, particularly with my grandchildren. I am actively involved in several charities and always seek opportunities to give back. An avid golfer and sports enthusiast, I enjoy going out to dinner, shows, or movies with Janice and friends, and I am involved with the Baltimore Estate Planning Council and Beth Tfiloh Synagogue.