As a Financial Professional of Legacy Financial Group with offices in Annapolis and Bethesda, Maryland, I serve as a wealth management advisor to help clients to create a holistic wealth management program that addresses their distinct goals and objectives. With over two decades of experience, I ...
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As a Financial Professional of Legacy Financial Group with offices in Annapolis and Bethesda, Maryland, I serve as a wealth management advisor to help clients to create a holistic wealth management program that addresses their distinct goals and objectives. With over two decades of experience, I assist clients with the management of their investments, minimization of taxes, creation of retirement plans, and preparations for the distribution of their legacy to the next generation.
FINRA Securities Registrations: 7, 24, 52, 63 & 65
CFP® Professional
Branch Address:
888 Bestgate Road, Suite 315
Annapolis, MD 21401
6903 Rockledge Drive, Suite 230
Bethesda, MD 20817
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Financial are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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