The focus of our practice is primarily centered around individuals, families and small-to-midsize businesses. Being focused on a certain types of clients has allowed us to be more efficient and better see the direct results of our work. Maintaining our focus on breweries, wineries, and distilleries allows us to have a great understanding of the business and the challenges that are commonplace in your industry. Regardless if it is a brewery that is going through rapid expansion, or one that is just starting up, we can help answer your financial planning questions.
Our work focuses on:
– Financial Planning for individuals
– Retirement & benefit plans for your business
– Investment management
– Life & disability insurance
– Commercial and personal lending
– Executive compensation planning
With nearly 20 years in the Financial Planning industry, it has been a privilege to work with wonderful people and experience success together. My office is in Hunt Valley and am fortunate to work with clients throughout the Mid-Atlantic.