I am a husband, father to two amazing kids and founder of Crest Wealth Advisors, a fee-only financial advisory firm specializing in helping those nearing (or in) retirement and high income earners.
I am extremely passionate about financial education and helping people feel more confident about their money. I help people to understand the impact of various financial decisions and aligning those decisions with ones unique personal and financial goals.
I founded Crest Wealth Advisors to do things differently:
I enjoy getting to know each client on a deep level, which is important for creating the best plan forward. I view each relationship as a partnership. Through that partnership, I am responsible for creating the strategy, helping to implement the strategy (along with the client) and looking out for opportunities to take advantage of or mistakes to avoid before they occur.
On a personal note, I am a Ravens fan, avid golfer, supporter of local charities and organizations (Wellness House of Annapolis, Annapolis Blues, Historic House of Annapolis), and enjoy all that the amazing town of Annapolis has to offer.