investment committee consultant
When I graduated with a finance degree in the early ‘90s, finance majors were shuttled toward banks of brokerage firms. I was never interested in a life spent selling financial products to my family.
I come from a long line of entrepreneurs, and I used that family history to guide me toward financial planning. Potomac gave me my first chance at learning the ropes while I was still in college, and it has been my only job since that time.
Even though I was born and raised in Maryland, my love out of the mountains took me out west where I’m now a youth ski coach and instructor.
BS Degree – Finance
Frostburg State University
FINRA Series 65 license
& Certified Financial Planner