Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

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
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS Economics, Duquesne University

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.

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