Cliff has been working in the financial services industry for over 12 years. He started as an advisor; specializing in the small business owner market. Having grown up in a family owned business he was truly able to understand the major issues businesses had. Cliff transitioned to working with financial institutions—including both banks and credit unions.
Cliff's unique skillset with his expertise in product and plan design allows him to develop a customized plan for each credit union client. He resides in Maryland with his wife Sarah, his son Ben and his dog Sadie. He is FINRA securities registered with a series 7, 24, 63 and 6 and holds life, health and variable life insurance licenses.