With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
When not in the office you can find me…
· In my garden playing in the dirt or playing the gamelan with the University of Richmond Music Department
· Traveling and exploring with my husband, Curt and sometimes with our grown sons, Erik (CO) and Glen (DC)
· Hiking and biking locally or wherever else an opportunity takes me
· Volunteering for a non-profit organization
· Reading and writing. I studied English literature in college.
· Surfing and spending time with friends and family at home in the Outer Banks.
· Trying new foods and restaurants.
· Exploring the VMFA. (I try to go weekly)
Series 7
Series 66
Life, Health, and Annuity Insurance
· Running the show at home and driving our 3 children to ALL.THE.PLACES (but I wouldn’t trade it for the world)
· Exercising, Reading and Playing Board Games
· Traveling and exploring anything and everything as long as I’m with family and friends
· Designing the plan for Mark’s next home improvement project
When not in the office you can find me ...
· Visiting my parents and spending time on the water at Smith Mountain Lake
· Traveling and exploring new places with friends
· Curled up with a good book or listening to the one and only, Taylor Swift
-Enjoying different local breweries
-Playing with my 2 Akita dogs
-Enjoying vacations out of the country
-Cooking new food recipes from Hello Fresh
Virginia Commonwealth University, BS - Business Marketing
Spending time with my wife, two cats, and two dogs
Hitting the gym, playing basketball, pickleball and disc golf
Cheering on the Philadelphia Eagles and 76ers
Attending church and occasionally volunteering at the Healing Place or an Oxford House
Let's meet to discuss what's most important to you.
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