Devon is a highly skilled and experienced professional in the field of financial planning. With a strong background in finance and a passion for helping individuals and businesses identify and achieve their financial goals. Devon possesses the expertise and knowledge necessary to navigate the complex world of finance. With Devon's guidance, clients can expect a tailored approach to their financial needs. By carefully assessing their unique circumstances, goals, and risk tolerance, Devon develops customized strategies that align with his clients' long-term objectives. Whether it's retirement planning, investment management, tax optimization, or estate planning strategies, Devon provides comprehensive solutions that empower clients to make informed financial decisions.
Devon lives in Baltimore with his wife Ann. He has a deep appreciation for exploration, loves to travel, and is an avid golfer. He holds the Series 7 and 66 securities registrations, as well as the Life and Health insurance license. Devon maintains his CFP® and CIMA® certification. Devon is a Registered Representative of Lincoln Financial Advisors.
Education and Certifications
Bachelor’s degree in Finance with a Minor in Economics from the University of Delaware
Series 7 and 66 securities registered
CERTIFIED FINANCIAL PLANNER™ professional
CERTIFIED INVESTMENT MANAGMENT ANALYST®
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council