As a Junior in high school, I experienced the loss of my mother and father. Thankfully, my parents had arranged a financially responsible and purposeful action plan for my future. Because of this, despite the unfortunate and unforeseen circumstances, my daily life remained as consistent as possible. I was supported by the stability of remaining at the same Catholic high school and by friends who b
ecame a part of my family. I was able to attend Washington College, where I competed on the Varsity lacrosse team and earned a degree in Business Management. I am confident that my knowledge, experience, and passion will assist individuals, families, and business owners make their own personalized and responsible action plan for their future. I am a financial professional with Worthington Financial Partners and offer a wide variety of financial services to individuals, families, and business owners. I advise my clients to execute a customized financial program by focusing on the following areas: personal financial strategies, business planning, and wealth protection and/or estate planning strategies. As a Chartered Federal Employee Benefits Consultant℠, I also specialize in working with Federal Employees with regard to their FEGLI Benefits and TSP Retirement Planning. I work closely with developing a relationship with my client as well as their other trusted advisors such as CPAs, Attorneys, Insurance Agents, and Real Estate professionals. My passion is to deliver peace of mind to my clients for their future by addressing their goals and needs today. Please let me know if I can be of assistance to you or someone you care about. Products and Strategies offered: Retirement Plans for businesses and individuals, Investments, Life/Disability/Long-Term Care Insurance, Non-Qualified/Executive/Key Employee Benefits, Business Continuation. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 9515 Deereco Road, Suite 700, Timonium, MD 21093 (410) 527-9507 Worthington Financial Partners is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Dominic Serio is a Registered Representative of Equity Services, Inc. He is also insurance licensed in Maryland, Virginia, and Pennsylvania. TC92563(1116)p
