Broker Check


At any of my monthly events you can expect to learn:

  • How you can maximize your Social Security benefit and retirement income to help produce dependable lifetime income in retirement.
  • How to make educated decisions regarding your financial future.
  • Discover the common threats to a retirement portfolio.
  • How to plan for your long-term care.
  • And More!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 13, 2019

6:00p - 8:00p

Severna Park Community Center

Retirement Income Workshop

Learn strategies to help maximize Social Security benefits along with investments that can help make your funds last all throughout your retirement.

Event Registration

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