Hunter is a CERTIFIED FINANCIAL PLANNER™ and has been in the financial planning industry since 2002. Since that time, he has been diligently growing his practice by building relationships with clients based on trust and needs-based solutions. Before Hunter can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you vice versa, before you can feel comfortable sharing your goals and dreams, you need to get to know Hunter.
Hunter works closely with his team to provide tailored advice for each of his clients. By combining the knowledge of each team member, Hunter is able to create an environment where clients’ needs are met in a timely, professional manner. The team has a basic set of core values that generates long-lasting relationships and the strict attention to detail helps in identifying customized needs-based strategies for each client.
Hunter holds the following designations and licensures...
- RICP(Retirement Income Certified Professional)
- CASL (Chartered Advisor for Senior Living)
- ChFC (Chartered Financial Consultant)
- Series 7 and 63 Licenses (held with LPL Financial)
- MD Life Health & License
Hunter grew up in Ellicott City and lives in the area with his wife Chrissy. They have two sons, Greyson and Ramsey and a daughter, Remy. He is a graduate of West Virginia University.
During Hunter's time outside of the office he enjoys spending time with his family and friends and traveling. Hunter is an avid outdoorsman and enjoys hunting and fishing and loves being near the water, especially the Chesapeake Bay.