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Degrees
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MBA, CMFC, CFP
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My Expert Service
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Creating wealth and security for individuals since 1998, some of the services we offer include:
comprehensive wealth management and financial planning, retirement & retirement distribution strategies, risk management & insurance planning, IRAs - traditional, Roth, SEP, & SIMPLE,
IRA rollovers, investments & portfolio management, cash flow & debt management, as well as tax planning.
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Experience & Qualifications
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Certified Financial Planner professional (CFP) - 2007, awarded financial scholarship by the Financial Planning Association of Maryland for academic excellence - 2005, Chartered Mutual Fund Counselor (CMFC) - 2000, Masters of Business Administration (MBA) - 1998,
Member of National and Local Chapters of the Financial Planning Association since 2000,
Director & Officer - Financial Planning Association of Maryland (2008 - 2011),
President-Elect - Financial Planning Association of Maryland (2009),
President - Financial Planning Association of Maryland (2010),
Chairman of the Board - Financial Planning Association of Maryland (2011),
Quoted in well-known publications such as SmartMoney Magazine, The Wall Street Journal, SmartMoney.com, Investment News, and The Baltimore Sun Newspaper,
Registered Investment Advisor - State of Maryland
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Available Modes Of Communication
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email/chat
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Contact
sscminc
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