Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
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

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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