CFP®, AAMS™, CRPC™, APMA™
Momentum Financial Team
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Family Finances
- Wealth Preservation Strategies
- Estate Planning Strategies
- Women's Financial Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
AAMS™ Accredited Asset Management Specialist™
CRPC™ Chartered Retirement Planning Counselor™
APMA™ Accredited Portfolio Management Advisor™
- BA Bachelor of Arts , George Mason University, Fairfax, VA-1997
- We welcomed our daughter, Koa, in August 2012. And our identical twin boys Atticus (Atti) and Ace in October 2014.
- I enjoy competing in triathlons and have completed 2 Ironman distance races.
- My perfect day would be spent surfing and playing on the beach with our family.
- I am a Baltimore Ravens season ticket holder, but don't hold it against me. Some of my best friends are Skins fans.