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Vision Cobblestone Wealth Management, llc strives to be the premiere provider of values-based wealth management solutions to families and businesses in Baltimore and region. By incorporating our client’s personal values and lifestyle in our investment plans, we hope to deliver outcomes with a greater opportunity for success and satisfaction. What We Do We create, implement, and monitor investment plans that are prioritized and propelled by the values our clients hold most dear. We measure success by the degree of satisfaction our clients feel in reaching their life’s goals. Business My investment philosophy has been greatly shaped and influenced by the experiences I have shared with my clients since 1996. My current firm, LPL Financial, is the number one Independent Broker/Dealer in the U.S.* Prior to establishing Cobblestone Wealth Management, LLC, I worked with Legg Mason Wood Walker, Smith Barney, and Morgan Stanley Smith Barney. *Investment Advisor, LPL is ranked number one in Top 25 Independent Broker/Dealers by annual revenue and number of reps. Personal I live, work, worship, and play in the Federal Hill/ Otterbein neighborhoods of downtown Baltimore. My wife Judy and I have embraced city living and enjoy raising our three children in Baltimore with the world at their doorstep. When I’m not working, I serve my community as a soccer coach with South Baltimore Youth Soccer League, as an Executive Committee member emeritus of the Johns Hopkins University Second Decade Society and Alumni Council, President of the PTO at Federal Hill Preparatory School, and as a Core Leader of Grace City, the downtown campus of Grace Fellowship Church. [read more]
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