Rusty began his career in 1997, and over the past 14 years he has helped clients manage their wealth throughout good times and bad. He joined Harbor Investment Advisory, LLC in 2015 after 8 years at UBS, 7 years at Smith Barney and prior tenures at Banker’s Trust and Alex. Brown Investments.
Rusty focuses on retirement income planning and Plan Sponsor Evaluation of Employer Sponsored Retirement Plans utilizing Harbor Investment Advisory’s Retirement Plan Consulting Platform.
He holds Series 7, 63 & 65 securities licenses as well as the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialistâ„ , and AIF® (Accredited Investment Fiduciary) designations and licenses for life, accident and health insurance and variable annuities.
He earned a B.A. in 1991 from the University of Delaware and graduated from the McDonogh School in Maryland. Rusty resides with his wife and two children in Owings Mills, Maryland.