I focus on retirement income planning for federal employees and other companies unique to the DC area. Having an intimate knowledge of employee benefits can be a tremendous starting point for me when formulating your financial plan. I strongly believe that financial planning and an on going relationship with a financial advisor are one of the most valuable investments you can make. Our team believes in not only the initial financial planning, but ongoing contact and responsiveness to our client’s needs.
Our unique and collaborative Dream> Plan> Track>®approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.