Experience

Hunt Valley Wealth

• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • 2007 - Present

  -Maintain, build and grow relationships with HNW investors. -Increasing assets by service driven sales to existing clients and referrals. -Consult with clients on financial planning, investment advice and other financial concerns related to assets managed inside and outside of Horan Capital. -Working with industry associations on business development for sub-advisory and succession roles.



Connectus Wealth Advisers

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • 2021 - Present

  Hunt Valley, Maryland, United States



FPA - Maryland Chapter

• Board Member

  • Jan 2013 - Dec 2014

  Board Member along with Program Committee Chair. Working with colleagues to generate ideas for dynamic topics and speakers to help educate and inform Maryland Chapter members of the Financial Planning Association.



T Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager - DC Plans

  • 2003 - 2007

  -Maintain, build and grow relationships with 401(k), 403(b) and TPA clients. -Be client's quarterback for all investment, regulatory and plan needs. -Market and promote programs to potential institutional clients via trade shows, conferences and other media. -Prepare RFPs for existing and potential clients. -Provide investment advice and information on products and services directly to participants.

• Client Manager - HNW Clients

  • 1996 - 2003

  -Manage investments for up to 400 high-net worth clients. -Counsel clients in trading and strategy, estate planning, college savings and tax planning. -Promote new products and services.