President, Partner
CurrentI am a CERTIFIED FINANCIAL PLANNER™ professional and have the Accredited Domestic Partnership Advisor™ designation. I'm also a certificate holder of the Mastery of Philanthropic Solutions in Financial Planning by the Financial Planning Association/American Heart Association. As the President of Partnership Wealth Management, my focus is on client service, assisting clients with their complex financial planning needs, and coordinating advice with the other professionals in our clients' lives. I specialize in working with LGBT clients, charitable-giving strategies, and clients with pension plans.At Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future. We offer detailed financial plans, customized investment strategies, and collaborative advice to our clients. Our focus is providing excellent service; we want each client to feel as though they are our only client. We are not a large firm for that reason. If you’re looking for an independent financial advisory team that provides advice tailored to you while coordinating with your CPA and attorney, then contact us today.Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
