I did not expect my greatest education to take place while drinking 25 cent coffee at the pharmacy counter in Jarrettsville. Despite a great education at Loyola High School in my formative years and a focused degree in finance from the University of Richmond, my truly valuable lessons would be from my father. From 1997 to 2005, when our office was located in Harford County, my father and I would get together every morning for a cup of coffee. During that half hour ritual, I learned from my Dad that integrity and honesty would lead to more success than any other attribute.
Although I was driven by the success of my Dad I also knew that I wanted to forge my own path. I was often reminded that many second generation business would fail; this was not an acceptable outcome. My desire was to grow a small consulting practice into a robust wealth management office. With an excellent foundation, I intended to grow our business to offer more services to help our clients pursue their financial dreams while maintaining the core values of the firm my father started in 1978.
Today, our team is made up of fourteen outstanding professionals. We manage over 10 times the amount of assets that we did in 1997. Our office has moved to a wonderful office in Baltimore County. Although we’ve grown, our focus on integrity and honesty has not wavered. I believe in our motto, “Big Enough to Serve You, Small Enough to Know You”.
A lot has changed in 20 years. My wife and our three children keep me on the move, while Dad is spending more time on the golf course. Despite that, Dad and I still try to grab coffee every chance we can. McDonalds offers senior coffee for 50 cents!!