I thoroughly enjoy working with our clients to develop personalized financial plans that help provide comfort and security for them to navigate the important financial aspects of their lives. After leading the development and exponential growth of Maryland’s 529 plans for over 16 years, I was excited to join Raymond James as a financial advisor in 2016. I now appreciate spending time “one-on-one” with clients of all ages and stages of their adult lives. I especially enjoy using my college savings background to help families with customized investment strategies for the education of their children and grandchildren. In addition, I provide holistic financial planning guidance to help our cl