My work focuses on portfolio construction and management, trade execution, and market research. I am driven by our team's unwavering commitment to providing the highest level of service to our clients throughout every stage of the financial planning process. Each client and family brings a unique financial situation and set of objectives, allowing us to craft custom solutions tailored to their needs.
Before joining RS Will Wealth Management, I worked at the Central Intelligence Agency, where I developed my strategic thinking and analytical skills. I wanted a career that allowed me to apply these skills in a dynamic field while working directly for clients rather than in a large corporation. My interest in markets and finance made RS Will a perfect fit. During my time at the University of South Carolina's business school, I had the opportunity to shadow The Will Group. Their professionalism and dedication to clients made a lasting impression, confirming my decision to join the team when the opportunity arose.
Growing up in Frederick, MD, my passion for soccer was shaped by coaches who emphasized personal discipline, fitness, competition, and team commitment. These values have been fundamental in my life. I now serve as an assistant soccer coach at Oakdale High School, where my wife, Annie, is the head coach. Outside of work, I enjoy weight training, golfing, hiking, fishing, playing pickleball, and spending time with our dogs, Maverick and Barrett.