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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Saving for Education

Education

  • B.S., Business and Management, University of Maryland, College Park, MD
  • A.A. Business Administration, College of Southern Maryland, La Plata, MD

Professional associations

  • Financial Planning Association
  • American Association of University Women, Washington, DC

Community participation

  • Good Shepherd United Methodist Church, Finance Committee Board Member, Waldorf, MD

Interests

  • Traveling is a great part of my life, esp. China and Europe.
  • Relaxing in my garden relieves stress.
  • Quiet time involves reading.

My photos

1 albums
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