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
31
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
  • Divorce Financial Planning
  • Investment Management
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Biological Sciences, Northwestern University
  • MBA, Harvard University

Community participation

Managing Director of Non Profit Community Development Corporation of DC (NPCDC)

Interests

I enjoy ballroom and latin dancing, especially salsa and west coast swing.

My other hobbies include: skiing, traveling, reading, and playing scrabble.