24 years in financial services industry as a financial advisor, marketing & product development executive focused on developing Web-based financial tools for mainstream consumers and advisors. Dean Witter, Peremel & Co., Wall Street on Demand, SmartPoint, MatchLogic,
Excite@Home, Carton Donofrio Interactive.

Over 26 years as a highly accomplished financial advisor, entrepreneur and leader in the financial planning industry. Certified Financial Planner™ licensee since 1987. Founder and president of Baltimore-Washington Financial Advisors, Inc. (sold in 2002). Volunteer leadership positions at International Association of Financial Planners; Institute of Certified Financial Planners and the National Association of Personal Financial Advisors.

Over 20 years in eBusiness, Marketing, Strategy and Operations working with major financial service institutions as well as early stage companies. Most recently led Fidelity Investment's User Experience Design teams focused on Fidelity.com, NetBenefits.com other consumer focused applications and websites. Prior to Fidelity, ran eBusiness for ING Global Asset Management, ING USA and Liberty Financial.