Qualifications
I began my career at RBC Wealth Management in 2011. I have worked with a wide range of successful individuals, families, businesses and institutions with a focus on comprehensive wealth management and personalized financial planning. I hold the CERTIFIED FINANCIAL PLANNER™ certification and have passed the Series 7 and 66 securities exams.
Education
I graduated from the University of Maryland with a Bachelor of Science degree in international business and was a member of the College Park Scholar’s Public Leadership Program. I also hold a Master of Science degree in finance from the University of Miami as well as a certificate in financial planning from Georgetown University.
Personal
I am a native to the Washington, D.C. area and currently reside in Northwest D.C. with my fiancé, Win. I enjoy spending time with friends and family, traveling and exploring new places, jogging outside, playing tennis and releasing my creativity on various arts and crafts projects.
