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
10
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
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CSRIC® Chartered SRI Counselor
  • Series 7
  • Series 66
  • Life and Health Insurance

Education

  • BS, Finance - Concentration in Financial Planning, Virginia Tech, Blacksburg, VA

Awards & recognition

  • Circle in a Square Advisors, Ameriprise Client Experience Award, 2023

Community participation

  • Co-leader for the DC Women's Business League Chapter
  • Toys for Tots Drive Organizer
  • REEF Member
  • Sierra Club Member
  • Ocean Conservancy Volunteer
  • Cycle for Survival Team Captain
  • Food and Friends Volunteer
  • Member of Coalition for American Business

Interests

  • My top 5 values are Relationships, Happiness, Health, Adventure, Freedom
  • Avid volleyball player and play in two competitive leagues each week.
  • I enjoy traveling and cherish experiences.
  • I love to scuba dive, hike, and camp.
  • I am passionate about environmental sustainability.
  • Love live music, theatre, and performing arts.
  • In a new "love-hate relationship" with Golf.