Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Rosement College, BA degree
  • Stone Ridge Country Day School of the Sacred Heart

Previous experience

  • Federal government, Systems Analyst., 25 years
  • Smith Barney, Registered Representative., 9 years

Community participation

  • Rotary Club of Leesburg: member (1996 - present), President (2006)
  • REHAU Rotary Resolution Race (annual race for charity) Co-Director (1998 - present)
  • Leesburg Garden Club: member (2001 - present), President (2008 - 2010)
  • Conversations at Oatlands Board of Directors (2010 - present)

My photos

3 albums
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