Throughout my professional career, I have had the pleasure of working with a broad range of individuals and businesses. I take great pride in working alongside my clients to create custom strategies for investment management, retirement, and estate planning. With my experience from working at law firms and business enterprises, I understand the crucial attention to detail that goes into building a successful client relationship. Trust is a critical component in choosing a financial consultant, and is also the foundation for building a reputation for consummate professional service.
You deserve to work with a team that values you as a client and focuses on delivering innovative financial strategies. Along with our team of professionals, I look forward to providing you with the highest level of service, experience and knowledge to help you achieve financial success.
- BA - University of Maryland
- WMCP® - The American College
Member of the National Association of Insurance and Financial Advisors.