I have been in the financial services business since 1998, and have earned a FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I work with a select group of families and business owners to develop strategies to help accumulate, manage, and preserve wealth over generations. These strategies are based around a disciplined planning process that go beyond a single dimension of investments. I spent the majority of my eleven years of experience with Merrill Lynch in Frederick, MD. While at Merrill Lynch, I served as a mentor for new advisors and held the role of Separately Managed Account Coordinator for five years. In 2009, I left Merrill Lynch to open Key Financial Group, LLC.I earned a Bachelor of Science Degree in Business Finance from Mount Saint Mary’s University and continued my education with a Graduate Degree from Georgetown University. My wife, Jessica, and I are members of the Frederick Memorial Hospital Good Samaritan Club and serve as members of the Annual Support Committee. We enjoy spending time with our three children and reside in New Market, Maryland. For a list of states in which I am registered to do business, please visit www.keyfinancialgrp.comSpecialties: CERTIFIED FINANCIAL PLANNER™Retirement PlanningInvestment ManagementEffective PlanningFinancial AdviserFederal Employee Benefits