Hello! Thanks for taking a few minutes to check us out and find out more about what we do, how we do it, and how it may help you.
I’m the founder of Maryland Financial Advocates and a Certified Financial Planner. My biggest accomplishment in life so far is raising my 2 boys to be fine young men – it’s been quite a fun ride and I’ve got a lifetime of great stories.
I’m a generation X’er – born in the early 70’s between the baby boomers and the millennials. I “grew up” watching The Jeffersons, Sanford and Son, Taxi, and Cheers. I played lacrosse until I hit my early 20’s, now I’m just a spectator with a pair of bad knees.
In my spare time, I love to play golf, cook, coach any sport that my boys are playing, and enjoy every day. I’m not handy and have no ability or desire for any DIY projects, so if you see me with a power tool please step in and stop me. I’d much rather be watching a baseball game or enjoying happy hour by the water with family and friends.
Some professional stuff you may want to know….
I’ve been in the financial planning business since 1994 and started my own practice in 1998. I am a Certified Financial Planner (since 2001). You can check my background with the CFP® Board, FINRA, and SEC.
My practice is in Baltimore, Maryland, and we serve around 150 families. Some of our clients are local and some are scattered around the country.
I’m active in the special needs community and do a fair amount of planning for families raising a child with special needs. I got into this area of planning after seeing a lot of confused and stressed out parents who want help but don’t know who to ask or where to start. I work with a lot of families who have a child with Autism.
I also do eldercare financial planning, so if you are caring for an aging relative and feel blindsided and overwhelmed by everything you’re dealing with, just know that there are professionals like me that can help. It’s never too late to plan and there may be options that can help you and your family – don’t be afraid to ask.
We do most of our planning engagements virtually – meaning that we see each other face-to-face over our computers, tablets, or phones. If you are in the Baltimore area, we can certainly meet in person but we have found that using technology greatly reduces the costs and increases the benefits to our clients. No drive time, no traffic, no stressing out over being late/early to a meeting, and we can meet whenever and wherever we both are – really cool! There is no substitute for personal connection and service, and using some modern powerful technology you can still get that, but in a way more convenient way.
I definitely can’t help everyone that stops by our website, but that doesn’t mean that we shouldn’t connect. If you have a question about special needs planning, eldercare planning, or financial planning in general, please feel free to get in touch. I’m happy to take a quick phone call or email to see if what I do may help you. You can also stay in touch through our Facebook, LinkedIn, and YouTube pages.