I have proudly been a part of the National Life Group since 1994 where I’ve been able to grow & continually surround myself with a great team & have been fortunate to have wonderful mentors that have helped lead me to where I am today.I specialize in the areas of executive benefits, business planning, personal financial strategies, investment management & estate planning strategies. I am associated with a network of professional advisors, CPAs and attorneys that allow me to access the support needed to help my clients strive towards improved financial opportunities.The WealthFACTOR Advantage was specifically created for owners of growing businesses and financially responsible individuals. I design customized and financially innovative strategies to achieve their goals. My Unique process promotes family wealth protection and transfer by leveraging customized strategies and innovative solutions. I help improve your financial opportunities without distracting you from what is important. My goal is to make your balancing act a whole lot easier.My Unique Process consists of the following:Step 1: VISION INTERVIEWStep 2: OPPORTUNITY ANALYSISStep 3: OPTIMIZATION PROPOSALStep 4: STRATEGIC IMPLEMENTATIONStep 5: CONTINUING DEVELOPMENTIf I’m not working, I don’t take for granted the time I get to spend with my family. I have a wonderful wife, Emily, of over 26 years. A son, Ryan, that is pursuing his dreams at Towson University and a daughter, Shayna, that is about to graduate high school. We also have a dog, Lacie, that we adore and keeps us on our toes. I enjoy cycling, getting in my Peloton rides and workouts frequently and getting to any car shows that I can. I also enjoy tennis at Bethany Beach and the occasional round of golf. We enjoy spending time with our friends and family as much as possible.