I am a Founding Partner and Wealth Advisor of Jacob William Advisory, a wealth management firm with the mission to empower clients to pursue their financial goals grounded on proactive communication, education, disciplined processes and service that exceeds expectations. Mark Ring and I founded Jacob William Advisory in 2006 to put our clients and their dreams first. I know of no greater sense of accomplishment than seeing a client’s emotional life lifted by executing a well thought out plan for success. My roots have influenced my mission to help clients. I was raised by a father who worked two jobs and a mother who devoted herself to raising four children. I learned about the importance of hard work, balanced with faith and family, communication and trust. I earned my Bachelor of Science in finance and economics from Towson University and earned a master’s degree in finance from the University of Baltimore. I started my career in the financial industry first as a branch manager in banking and then as a financial representative for a top financial services and insurance firm, Maryland Agency Financial Group. I became a partner with MAFG in 2003, cofounding Jacob William Advisory three years later. I have held the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification since 2001. I have also earned the professional designation of Chartered Financial Consultant® (ChFC®) as well as Chartered Advisor for Senior Living®. I currently serve as a board member for The Pro Bono Counseling Project and the University of Baltimore Foundation.