6770 Hemlock Point Road
New Market, MD 21774
I am a financial planner specializing in the professional practice market. I help dentists and veterinarians to achieve their dream of practice ownership by assisting them with the financial side of running a practice. As a certified financial planner, I advise clients on life insurance, disability insurance, retirement planning, investing and banking. I am also a certified valuation analyst completing and reviewing practice valuations for clients.