With more than 25 years in the financial services industry, I’ve seen one thing time and again: the best financial plans don’t just focus on growth—they account for risk. At Vintage Financial, I help ensure our clients have comprehensive protection strategies in place, from life and long-term care insurance to business continuity planning and property & casualty coverage.
While I lead our firm’s risk management strategy, I do so as part of a true ensemble team. That means I work alongside dedicated specialists and strategic partners who bring deep expertise across group benefits, key person insurance, buy-sell agreements, and more—so that our clients aren’t left exposed when life, markets, or business throw curveballs.
Prior to joining Vintage, I served at Sandy Spring Investment Services, where I developed a deep commitment to building long-term relationships and delivering planning that feels both strategic and personal. I hold both the CFP® and CEPA® designations, helping individuals and business owners plan for the future with clarity and confidence.
I live in Gaithersburg with my wife, Michelle, and am proud of the lives our two sons, Harrison and Zachary, are building. When I’m not working, I enjoy trail riding in my Jeep, working out, diving into American history books, or watching DC sports teams try to make me optimistic.
I’m also a member of the Estate Planning Council of Montgomery County and an active participant in my local religious community.
Good planning doesn’t just look forward—it looks around corners. That’s where risk management comes in.