I joined the financial services industry right out of college where I earned a bachelor's degree in finance at George Washington University. What drew me to the industry was getting to learn about people's unique needs and understanding ways to help them achieve their goals.

A piece of advice an early mentor gave to me was that you never can stop learning, which I took to heart. That is why I work so hard in order to deliver solutions tailored to the individual, and not "one-size-fits-all" financial strategies.

From planning and executing a successful retirement strategy to opening your first investment account, my practice is here to hold your hand every step of the way. Using an established process, I build a strategy personalized to the goals you describe to me and track your progress along the way.

Frequently I help clients with:
- Planning for retirement
- Saving for college
- Putting together an investment portfolio
- Reviewing an existing investment portfolio
- Insurance and Annuity needs
- Understanding your employee stock option plan
- Transferring a retirement plan to a new employer

In order to stay true to the mantra of delivering a strategy to fit all your financial needs, I also partner with accountants, attorneys and other trusted professionals to create a comprehensive solution. If you ask me a question, I will answer it truthfully and to my best ability. If I don't know the answer, I will find someone that does. My practice strives to be able to meet the needs of anyone who comes across our doorstep.

When I am not helping families with this important work, you can find me fishing, golfing or hiking some of the many trails found in the Washington, D.C. area.

Focus areas

  • Retirement Income Strategies
  • College Savings
  • Business Retirement Plans
  • Employee Stock Options
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Fishing
  • Football
  • Golfing
  • Hiking
  • Rowing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More