Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
19
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
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Wharton School - University of Pennsylvania, BS Economics, Finance 1988

Professional associations

  • The Greater Bethesda-Chevy Chase Chamber of Commerce
  • The Wharton Club of DC

Interests

Enjoy travel especially to visit family in Senegal and Europe with my husband and two daughters. I also enjoy art museums, a good opera, hiking and biking on the street in new cities.