My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution

Education

  • BS Economics, Duquesne University

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer with Washington Humane Society,Becky's Fund, Washington Women Outdoor Member, Success in the City Member, Member of Business & Professional Women of The Corcoran Gallery of Art

Interests

  • Family and being the best mother I can be
  • Physical Fitness: Orange Theory , SoldierFit, SolidCore, CorePower, Hiking,
  • Traveling
  • Eating at amazing restaurants from time to time.

My photos

1 albums
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