With over 35 years in the financial field, I have dedicated my career to supporting financial advisors and their clients with navigating the complexities of finance, insurance, and estate planning. As one of the founding partners of Severn Wealth Management, I focus on analyzing financial data and developing comprehensive financial models that empower advisors to deliver comprehensive solutions tailored to each client's unique needs. Holding Series 6, SIE, and Life & Health certifications, my mission is to enhance the financial wellbeing of clients by equipping advisors with the insights and tools they need to help clients achieve their financial goals.
Being a native of Annapolis, I have strong ties to this wonderful community. I’m proud to have graduated from the University of Maryland, where I also played lacrosse—a passion that runs deep in our family. Living in downtown Annapolis with my wife, Betty, I cherish the vibrant community we call home. Together, we have two grown sons, Michael and Brian, and are blessed with four granddaughters: Finley, Emerson, Mackenzie, and Chloe.
Family is incredibly important to me, and I love working alongside them every day. Whether it's boating on the water, hitting the golf course, or simply spending quality time together, these moments are what I treasure most. Being active in the community and helping clients navigate their financial journeys is what drives me, and I am committed to providing the support they need to secure their futures.