Hi, Thank you for visiting my profile. I have been in the business of advising folks on their investments and retirement plans for 29 years. I have been broadcasting on the radio in the Baltimore/ Washington area for 27 years. Currently, you can listen to me on 105.7 FM CBS radio Saturday mornings from 9:00am - 10:00am or visit (link hidden)/. I regularly speak to large groups about retirement planning and retirement income and would love the opportunity to speak to your group. I encourage you to contact me at (phone number hidden). Thank you.
Price Range: $0 - $1000
Gig Length: 30 - 60 minutes
What to Expect
I will talk to you in detail about what you are looking for and tailor the presentation to that topic. We will submit the proposed outline to you in writing. We will follow up with the proposal for your feedback. We will show up early, provide a professional presentation. We will include a question and answer period and conclude within your time constraints. We will follow up afterwards for your feedback and satisfaction.
I develop and implement customized strategies for successful families and individuals, with the objective of protecting and helping grow wealth over multiple generations. I strive to develop and maintain long lasting customer relationships by providing exceptional service. My team is knowledgeable, friendly, and efficient. The focus is constant and open communication with investors so they are comfortable and always in the know. I have been able to help many clients of vastly different circumstances through our wealth management process. My investment strategy focuses on cash flow, protection of assets, and conservative compounding of wealth.
2009 - present, Senior Vice president - Investments, Capitol Securities Mgt., LLC.
1993 - 2009, Ferris Baker Watts Investments
Additional Booking Notes
Handouts will be provided by us to the audience in attendance.
|Greg Kuta||Marketing Specialist|
|Kirby Day||Administrative Specialist|
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I worked alongside long time financial advisor Julius Westheimer for years. He appeared on local radio and TV.
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