Planning for your financial future can seem complicated in today’s world. Success requires a broad knowledge of everything, from complex investment products to evolving tax laws.
As financial services expand, so does the need for skilled professionals. At StoneBridge Advisors, we address your financial planning needs with a team of experts. Our success lies in combining diverse financial planning disciplines and sophisticated technologies to create tailored strategies.
Through Osaic Wealth, we offer comprehensive services to:
- Identify your goals
- Develop a sound financial plan
- Implement recommended actions
- Monitor and manage recommendations
We offer all the resources of a large company while still maintaining the personalized attention to detail we believe our clients deserve and enjoy.
Achievements
- Chartered Financial Consultant (ChFC®)
- FINRA registrations: Series 6, Series 7, Series 63, Series 65, and Health and Life Insurance licensed
- Registered Representative, Osaic Wealth
- B.S., Mechanical Engineering Technology, Purdue
Personal
- Resides on a small historic farm in Queenstown, Maryland
- One beautiful wife, 4 kids and a handful of animals
- Golf and Boating enthusiast