With over 30 years of experience in investment and wealth management, I bring a distinguished blend of academic and practical expertise. I hold the Chartered Financial Analyst® (CFA), Accredited Estate Planner® (AEP®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, which I pursued to deepen my understanding of wealth management issues and better serve individuals and families.In 2005, driven by a passion for providing personalized and comprehensive wealth management services, I founded Kendall Capital Management. My vision was to create a firm that prioritizes the unique financial needs and goals of each client, offering tailored strategies to help them achieve financial success and security. Since its inception, Kendall Capital has grown significantly and our commitment to excellence and our proactive approach to wealth management have earned us a reputation as a trusted partner in our clients’ financial journeys. We continue to innovate and adapt to the ever-changing financial landscape, always with the goal of helping our clients achieve their financial dreams.As a former equity seat holder on the New York Stock Exchange (NYSE), I remain active in the financial community as a member of the Washington Society of Chartered Financial Analysts®. Before founding Kendall Capital in 2005, I served as Chief Investment Officer at Potomac Asset Management and held key roles at Pell Rudman Trust Company, Royal Bank of Canada, and Sandy Spring Bank.Currently, I am a Board member for the Big Brothers Big Sisters Organization of Washington DC and an active member of the National Association of Personal Financial Advisors (NAPFA), where I contribute to national legislative and regulatory issues. I am also a proud 30+ year member of the Olney Lions, having served in various leadership positions.My past roles include serving on the Executive Board for the Montgomery County Chamber of Commerce, where I was honored with the Business Advocate of the Year Award. I have also been deeply involved in community activities, such as coaching basketball for the Olney Boys and Girls Club and leading Boy Scout Troop 759, for which I received the BSA Leadership Award in 2014.I graduated from James Madison University with a BBA in Finance and Economics and reside in Sandy Spring, Maryland with my wife, Diane.