Life can be complicated, and helping you get organized is step 1 of our process. With an MBA from the University of Utah and a background in corporate finance, I have a passion for helping families navigate complex decisions. We'll work together to build a holistic financial strategy, employing powerful forecasting tools to help prioritize your goals. Retirement income, long-term care and small business retirement planning are at the core of my practice, and as well as estate planning and gifting strategies to empower future generations.

At a personal level, I believe community is vital to creating meaningful connections. I have two small children and want them to grow up in a place rich in culture and equity, with the freedom to be themselves. A native of Northern Virginia, I've returned to the DC area after working for 10 years in Utah and California. My hobbies include pickup basketball and skiing, and I'm an avid follower of "good" entertainment. My dreams are to play miniature golf once a month, practice yoga once a week and work as a financial advisor to help families make smart decisions with their money. As far as I'm concerned, I'm living my dream and I'm excited to help you and your family with yours.

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Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Divorce Finances
  • LGBT Finances
  • Charitable Giving

My Personal Interests

  • Aviation
  • Bowling
  • Popular Culture
  • Yoga
  • Snorkeling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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