Bringing over thirty years of experience to the table, I’m passionate about guiding clients through their financial journeys. As a co-founder and managing partner of Severn Wealth Management of Annapolis, my focus is on crafting personalized financial plans that resonate with each client’s unique circumstances and aspirations. Whether it’s investments, insurance, or estate planning, I’m here to help make sense of it all.
My journey started with a degree in administration from the University of New Hampshire in 1974, followed by a Chartered Life Underwriter® (CLU®) certification. This background allows me to offer tailored strategies for income replacement, risk management, and wealth transfer, among others.
For me, it’s all about the relationships. There’s nothing quite like seeing clients pursue their financial dreams. One of my very first clients who faced a tragic loss remains a cherished friend to this day. It’s moments like these that inspire me to empower clients, helping them make informed decisions and tackle complex financial scenarios.
Annapolis, MD, is where I call home. I love everything about this charming city, from its boat shows to its vibrant arts scene. I share my life with my wonderful wife, Caroline, and our family: Danny, Maria, and their son Gabriel, along with Anne, Mark, and their little ones, Alice and James. Whether it’s boating, golfing, or exploring new destinations with Caroline, I find joy in both my personal and professional life.