Experience

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  Oak court wealth management

  Jun 2014 - now

  President

  I formed Oak Court Wealth Management (www.oakcoutwm.com) to fulfill my lifelong dream to help people achieve their financial goals. We offer a wide range of financial products and services along with indepth industry experience.I started my career as a fourth generation to work in a family business. After earning Bachelors in Science in Management from Wesley College and a Masters in Business Administration from Salisbury University I began my financial industry career in 1995. Prior to starting Oak Court Wealth Management I was a Manager at a nationally recognized Wealth Management firm. I bring a broad array of industry experience that culminates in a deep understanding of financial service that benefits clients. While in the industry, I earned a Certified Public Accountant (CPA) designation in Maryland, and the General Securities Representative (Series 7), General Securities Principal (Series 24), and Investment Advisor Representative & Uniform Securities Agent State Law Exam (Series 63 & 65) FINRA securities registrations, as well as the Health and Life insurance licenses. My wife Kristi and I are still living in Severna Park with our two children, Holly and Sam, and love it. I am active in the community and with my children. I love fishing, boating, sailing, and being outdoors. I especially love fly-fishing. I have recently learned to Ski and am looking forward to more time on the slopes with my family. I am committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them. Show less