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
WeekdayAvailability
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

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