Stuart graduated from the Robert H. Smith School of Business at the University of Maryland with a Bachelor of Science in Accounting. He began his career in the financial services industry in 2010 with Northwestern Mutual and continued with MetLife. His initial focus was primarily on providing financial solutions for individual and families. Towards the end of his tenure at MetLife, Stuart became involved in 401k's and employee benefits for small businesses. Since joining Securian, Stuart has expanded his practice with business owners in providing them with a more comprehensive style of planning. This includes succession planning, key man policies, buy sell agreements, and numerous other strategies and services. His mission is to give business owners sense of security that they’re life’s work is secure, as well as giving back their most valuable asset, which is time. Stuart is also still committed to providing expert financial advising to individuals and families who are committed to protecting their assets and achieving their financial goals.
In addition to working with his clients, Stuart is our Managing Director. The success of a financial advisory firm is dependent upon not simply the strength of the team but also, the training and development program. Stuart has developed the training and development platform and is responsible for the execution and growth of our advisors. He assists with the growth, enhancement, and expansion of each advisors’ personal practices. His dedication is the productivity and development of the advisors. His commitment is to their motivation and success.
Stuart lives in Columbia, Maryland. He is an avid golfer and maintains a healthy lifestyle, paying close attention to nutrition, as well as a strict regimen of working out at the gym. He is engaged to be married in October of 2018.
Stuart is a registered representative and investment advisor representative of Securian Financial Services, Inc. 2032560 2-2018