Broker Check

Chester office

1563 Postal Road 3B,

Suite C-1
Chester, MD 21619


How We Work

I focus on helping individuals, families  & small businesses develop affordable & sound insurance, investment & retirement strategies. If you are new in the work force,  retired – or somewhere in between – please take the time to explore our website and the wealth of information we offer. I offer personalized, hands-on service. I educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and preserving wealth.

I understand the many challenges of insurance & retirement planning and know the biggest concern for many approaching retirement is outliving their money. I focus on money management, helping to reduce debt, helping to increase tax efficient investing, as well as other issues that are critical to your current & longer term financial well being.

Through our independent insurance agency & broker dealer channels, MFS has access to a wide range of companies and a plethora of products. Together, we will figure out appropriate strategies to address your short & long range goals and determine what company and product may best help to meet those needs.  


Mutual Funds 

Variable Annuities 

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts (Stocks & Bonds)

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

401(k) Planning

College Plans  (529)

Money Purchasing Plans

Profit Sharing Plans

Cash Balance Plans


Home, Auto, Umbrella 

Business Insurance 

Life Insurance

Fixed Annuities 

Long-Term-Care Insurance

Disability Income Insurance

Medicare Supplemental 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (301) 837-9402