Biographical Info Married to Jen, three children and one grandchild. I really enjoy being with my family, going to church and watching baseball. We have a plan to visit every MLB ballpark in the US. I spent 20 years in commercial construction sales. During that time I became very interested in our 401(k), retirement and investing. After lots of reading and taking a few classes, I decided to change careers and go to work as a financial advisor for Smith Barney (now Morgan Stanley).
Level Starter
Start Date April 18, 2024
Address
8850 Columbia 100 Pkwy., Ste 314
Columbia, MD 21045
US
Phone Number (410) 975-8387
Favorite Scripture Verse For we our His workmanship, created in Christ Jesus for good works, which God prepared beforehand that we should walk in Him
Scripture Reference Ephesians 2:10
Profession Financial Advisor, Financial Planner
Professional Focus Biblically Responsible Investing (BRI), Financial Planning, Retirement Planning
Website https://heritagefinancialadvisors.com
Firm Heritage Financial Advisors, LLC
About To prepare each client who wants to do the work to thrive now and in retirement.