Expert Financial Consulting Services
Unlock your financial potential with tailored strategies from WPG Financial.
Expert Financial Consulting Services
Unlock your financial potential with tailored strategies from WPG Financial.
Unlock your financial potential with tailored strategies from WPG Financial.
Unlock your financial potential with tailored strategies from WPG Financial.
For over 20 years I have helped clients simplify the complicated in order to achieve their financial goals. Our team works diligently to ensure that we provide peace of mind to all we serve. My specialties include:
• Comprehensive Financial Planning
• Non-Traditional Investments
• Tax-Managed Investing
• Life Insurance Planning
• Executive Benefits
• Retirement Plan Consulting
I graduated from Towson University, class of 2000, and hold the Certified Financial Planner® designation. I live in Towson with my wife Kim, and daughter McKenzie. I enjoy time with family and friends, skiing, and playing golf.
Advisory services offered through WPG Advisers, LLC. Securities are offered through United Planners Financial Services of America, a limited partnership. Member FINRA/ SIPC. WPG Financial Group and WPG Advisers are not affiliated with United Planners Financial Services of America.
We love our customers, so feel free to visit during normal business hours.
Open today | 09:00 am – 05:00 pm |
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