I’ve seen that the best financial strategies aren’t just about money—they’re about helping people live with confidence.
I co-founded Shore to Summit Wealth Management in 2017 after more than a decade at Merrill Lynch and four years at Smith Barney. With over 25 years of experience, I specialize in helping entrepreneurs, professionals, and families integrate employer benefits, compensation, and retirement planning into holistic strategies that endure.
As a CFP® and CRPC®, I’m committed to empowering clients through education and partnership. Recognized as a Five Star Wealth Manager* (2013, 2015, 2019, 2020, 2023-2026) in Baltimore Magazine and The Wall Street Journal, I strive to pair disciplined investment principles with advice that empowers real lives.
Beyond my work with clients, I served for over 20 years on the Executive Board of Ghanaian Mothers’ Hope, Inc., supporting mission trips focused on education, health programs, and building preschools and medical centers to empower future leaders in Africa.
I live in Severna Park, Maryland with my wife Brittany and our daughter Annabelle, and I’m also the proud father of two grown sons, Aidan and Rylan. Outside of work, I enjoy boating, reading, coaching, and staying active with my family.
Whether guiding clients or serving abroad, I believe in building futures through education, partnership, and lasting impact.
*This award was issued on 01/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2446 Baltimore-area wealth managers were considered for the award; 217 (9% of candidates) were named 2026 Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2389 Baltimore-area wealth managers were considered for the award; 254 (11% of candidates) were named 2025 Five Star Wealth Managers.
This award was issued on 01/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2149 Baltimore-area wealth managers were considered for the award; 259 (12% of candidates) were named 2024 Five Star Wealth Managers.
This award was issued on 01/01/2023 by Five Star Professional (FSP) for the time period 04/18/2022 through 10/21/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2126 Baltimore-area wealth managers were considered for the award; 256 (12% of candidates) were named 2023 Five Star Wealth Managers.
This award was issued on 01/01/2020 by Five Star Professional (FSP) for the time period 04/01/2019 through 11/13/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1898 Baltimore-area wealth managers were considered for the award; 234 (12% of candidates) were named 2020 Five Star Wealth Managers.
This award was issued on 01/01/2019 by Five Star Professional (FSP) for the time period 04/19/2018 through 11/07/2018. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1865 Baltimore-area wealth managers were considered for the award; 265 (14% of candidates) were named 2019 Five Star Wealth Managers.
This award was issued on 01/01/2015 by Five Star Professional (FSP) for the time period 06/16/2014 through 11/09/2014. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1749 Baltimore-area wealth managers were considered for the award; 412 (24% of candidates) were named 2015 Five Star Wealth Managers.
This award was issued on 01/01/2013 by Five Star Professional (FSP) for the time period 06/16/2012 through 11/09/2012. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1490 Baltimore-area wealth managers were considered for the award; 448 (30% of candidates) were named 2013 Five Star Wealth Managers.
