Extensive experience in the financial services industry in the areas of product management, investment performance measurement and project management. I recently launched my own planning firm Free State Financial Planning. I primarily help Maryland families with holistic financial planning charging an hourly or one-time fee. I can also help a limited number of families in other states too, so feel free to contact me to see if we can collaborate together.Skills: * Comprehensive Financial Planning* Tax Planning* Estate Planning* Budgeting* Investment Management* Performance & Portfolio analysis * Investment Advisory Management