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LOCATION
Rockville, MD, 20850
ABOUT THE BUSINESS
MEET THE OWNER
What inspired you to start this business?
After working in the big corporate "wire house firms," I decided I loved the industry but in order to do so, design a practice to meet clients where they are rather than fitting into corporate constraints.
How does your faith shape your work?
Everything I do, business or otherwise is from the lens of my Catholic faith.
What's a favorite patron saint or scripture?
First Fridays - I started keeping this devotion in grade school (serving benediction and Mass) and kept it up as an adult. It's become something I now share with my wife who converted to the Church in the last couple of years (and she chose Margaret Mary Alacoque as her confirmation saint)
What's one thing you'd like customers to know?
I take my time getting to know each of my client's needs and developing a plan to help them achieve their financial goals. It has allowed be to be an honest and calm partner in an area that can be very hard or intimidating for people to deal with, money, planning, etc.
DEVOTIONAL
A devotion close to our heart
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Rockville, MD, 20850

