Our team focuses on three critical areas: minimizing taxes, creating efficient income strategies, and optimizing investment portfolios for retirement. Through our Free Retirement Evaluation, we review your income plan, uncover potential tax-saving opportunities, and assess whether your investments are truly retirement-ready.
You wouldn't buy a car without a test drive; why approach retirement without a plan?
Let our Free Evaluation be your first step toward clarity and peace of mind.
Our Team
As a co-founder of MY Wealth Management, Inc, my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B. I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™designations. Previously, I worked for Prudential Securities, First Union and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.
In 2024, I started working as a Financial Planner at MY Wealth Management, bringing with me six years of industry experience. Previously, at T. Rowe Price, I spent the bulk of my time as a Financial Consultant. My job was to help retirees and pre-retirees understand their retirement account options thoroughly and evaluate different strategies to meet their needs. I hold a Chartered Financial Consultant certification and a Bachelor's Degree in Finance from West Virginia University. My primary goal is to collaborate closely with each client to develop a tailored financial plan that suits their specific needs. I'm dedicated to getting to know our clients better and guiding them to reach their unique goals.
2818198
168566
801-78477
66681
Charles Schwab and Interactive Brokers
MD
We serve the greater Maryland, D.C., and Virginia area. We also support clients throughout the United States.
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As a co-founder of MY Wealth Management, Inc., my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.
I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(™) designations. Previously, I worked for Prudential Securities, First Union, and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.
Businesses, Individual Investors
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, ChFC®
Series 65
Annuity, Health, Life, Disability, Long Term Care
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate
Phone, Our Office, Video Conference, Email
Fee-Based
Based on Assets, Flat Fee
130
$140,000,000
130
$140,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
MY Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where MY Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MY Wealth Management, Inc. unless a client service agreement is in place. MY Wealth Management, Inc. provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
