We bring over 25 years of financial and business experience to our clients, including 25 years of having my own tax and financial services practice.  We are an Investment Advisor with NFP Securities, Inc., and a Licensed Certified Public Accountant with the State of Maryland.  We are also a Personal Financial Specialist with an accreditation through the American Institution Institute of Certified Public Accountants of CPA's.

We are a member of the American Institute for Certified Public Accountants, the Financial Planning Association, the Association of Practicing Certified Public Accountants, the Maryland Association of Certified Public Accountants and the Maryland Society of Accountants. In addition, we actively participate in a Business Dialogue Group as a Adjunct Board of Director for a number of local small businesses.
We are a member firm of the Fusion Advisor Network, a powerful national network of some of the most prestigious firms in the financial services field.  As a member we have the ability to share planning techniques and strategies with some of the most knowledgeable individuals in financial planning.
We're looking forward to using our knowledge and experience to help you pursue your financial goals.