Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Family Finances
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • BBA-International Finance, James Madison University 1996-2000

Interests

  • Organic gardening
  • Reading about nutrition and health
  • Culture, religion, etymology, and the arts

Community participation

  • Christ Church
  • Lorton Community Action Center
  • Lorton Arts Foundation
  • Green America
  • The Institute for Divorce Financial Analysts
  • Partners in Philathropic Planning
  • National Capital Gift Planning Council

Professional associations

  • Member, Institute for Divorce Financial Analysts™
  • Member, McLean Estate Planning Council