As one of the owners and partners of Polaris Advisors, my goal is to help lead an organization that strives to provide the highest degree of client service, integrity, and professionalism. With disciplined investment strategies that emphasize risk-adjusted returns, cost, and tax efficiency, his objective is to help the individuals, families, corporations, and nonprofit organizations that he works with to pursue their financial goals. As a LPL Financial Advisor, I work closely with my clients to articulate their goals and implement a plan that seeks to fulfill these objectives. I have a passion for the qualified retirement plan space, which includes ERISA and non-ERISA plans. I help with the design, implementation, participant education, financial wellness, and service provider selection. With over 15 years of experience working WITH clients to create sound financial strategies you can rest assured you are getting an experienced, creative, and ethical advisor to walk you down your financial journey.
I began my career in the financial services industry in 2005 with Wienken & Associates, which later changed to uFinancial Group. In 2015 I became a partner with Corey Basehore, and Polaris Advisors.
Professional Specialties:
Comprehensive Financial Planning to help people reach important life goals
Business Succession and Transition Planning to develop transfer strategies
Executive Compensation Plans to reward and retain key employees
Retirement Plan Funding (401k, 403b, SIMPLE IRA, etc.)
Qualifications:
Investment Advisor Representative – LPL Financial
Registered Representative – LPL Financial
B.S. – Pennsylvania State University
FINRA Series 7* Registration, General Securities
Member Financial Planning Association
Member National Association of Insurance and Financial Advisors
*Series 7 registration held through LPL Financial
Background and credentials
I am a 2002 graduate of Penn State University, and over the course of my career, have attained the Certified 401k Professional (C(k)P), and Accredited Investment Fiduciary (AIF) designations.
Away from the office
In my free time, I enjoy spending time with my wife Jennifer and dogs Harvey, Walter, and Zeus. I enjoy sports of all kinds, am an avid golfer, a fitness enthusiast, and (unfortunately according to most) a big NY Mets fan. I am involved in several charitable organizations including sitting on the board of the American Heart Association, participant in the Real Men Wear Pink campaign, and supporter of Bethesda Mission.