MY PROFESSIONAL APPROACH
As part of the experienced The Weiner/Rubin/Weiner Financial Team, I help provide a full range of financial planning and investment management services to individuals and businesses. We try to ask a lot of questions and be good listeners. We work hard to make sure we understand each client’s individual situation, and what they are looking to accomplish in terms of their financial objectives. Then, we work closely with each client to develop a personalized investment plan to help them meet those goals.
Our firm has high levels of expertise and resources that we can tap into for our clients. We provide ongoing advice and guidance, and we’re there for our clients when they have questions and need our support. Our team’s mission is to build client relationships that last based on a foundation of trust and satisfaction.
Whether you are an experienced investor looking to develop a comprehensive plan, or a new investor looking to understand how working with a financial advisor can be beneficial to you, I would be happy to talk with you. Please send me a connection request on LinkedIn or call me at (410) 525-6150 to learn more.
MY BACKGROUND
After graduating college, I worked on an Operations Strategy team at a large bank in New York, with responsibilities that included improving customer experience and streamlining inefficient manual processes. After five years, I decided to return to my home of Baltimore, MD to join The Weiner/Rubin/Weiner Financial Team here at Benjamin F. Edwards & Co., where I try to use my background to make sure our clients’ experience is as good as it can be.
In our free time, my wife Lisa and I are enjoying exploring Baltimore’s variety of great neighborhoods and discovering new coffee shops and restaurants. When I’m not in the office, I enjoy playing softball, going for scenic runs and bike rides, and being able to watch the Ravens and Orioles on TV for the first time in years.
EDUCATION AND ACCREDITATION
Swarthmore College, Bachelor’s Degree in Economics (High Honors), 2012