Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Education

  • BS Accounting, George Mason University, 1995
  • BA Biology, George Mason University, 1995

Awards & recognition

  • Premier Protection Award, Riversource Life Insurance Company , 2014
  • Behnam & Associates, Ameriprise Client Experience Award, 2023, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Yellow BoomerangThe Greater Bethesda Chamber of Commerce

Interests

I love to help those less fortunate. I volunteer at various organizations, but my favorite is Dast2Dast. An organization dedicated to feeding homeless individuals in VA.

My photos

3 albums
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