As an advocate for individuals and their financial needs, I am passionate about facilitating educational opportunities about financial services and serving as an instructor for seminars to institutions such as Johns Hopkins University and state and local governments via the Community College of Baltimore County. As a wealth advisor, I am highly involved in conducting Financial Physicals®, fostering new and existing client relations, engaging with clients regarding tax planning and preparation, and handling the firm’s media relations. I specialize in tax planning, estate planning, investment planning, and retirement planning. On Wednesday evenings starting at 6:00, you can find me hosting Mon