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
8
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
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • Series 7
  • Series 66
  • Life and Health Insurance

Education

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

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.