Ted has been helping clients resolve tax issues and prepare tax returns since 1991. Since graduating from the University of Notre Dame in 1991 with a Bachelor of Business Administration degree-Accounting, he earned his Maryland CPA certificate in 1992 and earned the Chartered Financial Analyst designation in 2000. Ted spent 11 years with T. Rowe Price Group, Inc. in various capacities, most recently as an accounting manager in the Finance Division and as the Controller of several subsidiaries including T. Rowe Price Investment Services, Inc. (a regisitered Broker/Dealer). Ted is currently an active member of the CFA Institute, American Institute of CPAs, Florida Institute of CPAs, and the Treasure Coast Exchange Club, where he is currently the President.



Ted is registered with Linsco/Private Ledger (LPL) as a Series 7 General Securities Representative and also holds the Series 66 (Investment Advisor) licenses. He is also a Florida Licensed Life and Health Insurance agent. Ted is currently enrolled in the University of Phoenix's MBA program.



Originally from Baltimore, Ted now resides in Vero Beach with his wife, Beth and their two children, Ryan and Nathan. He enjoys bicycling and spending time at the beach with his family.