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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814

 

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Mission

My mission is to develop and maintain long-term relationships with my clients, to serve them as I would members of my own family, and to become their most respected Advisor. 

I believe in doing things the right way, and in helping educate my clients so they implement their best path to attaining, growing and protecting what is most important to them. 

Using my unique Pathway To Confidence Program™, I follow a clear process of coordinating and integrating personal, business, and estate planning, with a consistent focus on achieving my client’s unique vision, and greater Confidence in their future. 

I stand committed to the pursuit of excellence and adhere to the highest ethical standards in all of my endeavors.