I am proud to serve as a Founding Advisor at United Wealth Advisors Group, and I've been active in the financial planning industry since 1986. My journey in this field has been driven by my passion for providing objective advice and innovative financial strategies to individuals, professionals, and business owners. I specialize in planning for the future, protecting what's important, and managing valuable assets, especially in areas like retirement, estate planning, wealth management, and advanced insurance applications.
I am proud to have obtained the CERTIFIED FINANCIAL PLANNER™ designation, as well as the FINRA Series 7, 63, and 65 securities licenses. Before embarking on my career, I earned a Bachelor of Science in Finance from the University of Maryland at College Park. I am motivated by the desire to help others and build something meaningful and lasting. The freedom, self-determination, and satisfaction that come with my job are what I enjoy the most. I believe that the greatest value I can provide to our clients is offering them clarity about their future with direct and actionable advice.
I hold memberships with the College for Certified Financial Planners, Maryland Estate Planning Council, The National Association of Insurance and Financial Advisors, and The Million Dollar Round Table*. I am also a past board member of The Entrepreneurship Institute. Beyond my financial endeavors, I am committed to philanthropic service as a mentor to young and up-and-coming advisors in the financial services industry.
My financial experience has led to quotes in Kiplinger's Personal Finance Magazine, The Washington Post, and Business Ethics Magazine on mutual fund investing, and in Best's Review Magazine on advanced insurance applications.
Born in Edinburgh, Scotland, I moved to the United States in 1967 and now reside in Brookeville, Maryland with my wife Tammy, and our dogs. We are a very loving and close family of five plus one, with our three children and the recent addition of a wonderful son-in-law. Outside of my professional life, I am passionate about working out, collecting wine, traveling, golfing, cars, landscaping, relaxing at the beach, and watching movies with my family.
*For information about the Million Dollar Round table click here: https://cloud.content.ameritas.com/ratings-and-awards