I am a financial advisor based in Washington, D.C. I offer advice to individuals and families in developing and achieving their wealth accumulation, retirement and legacy goals. My clients consist of business founders, senior executives, self-employed professionals and next-generation family members. In addition, I specialize in helping women navigate the special set of considerations that can impact their financial lives.
My first step in onboarding a new client is to catalog, consolidate and organize all of their investment assets, including all 401(k) retirement plans, real estate and private investments. Second, with input from the client, I produce a comprehensive wealth management plan that includes goal scenarios, a Monte Carlo analysis, an estate module and an insurance review. I then develop an investment strategy designed to achieve the client’s goals as set out in the wealth management plan. Finally, I provide exceptional ongoing service to clients, including performance reporting, working with the client’s other professionals such as CPAs and attorneys, and banking and cash management.
Prior to joining RBC, I spent five years as a financial advisor at Morgan Stanley Wealth Management in Washington, D.C. I began my investment career as an investment banker at Legg Mason Wood Walker, Inc., serving as associate, vice president and principal. I received an MBA with high honors from Boston University and a Bachelor of Arts degree from Wellesley College with honors.
I have passed the FINRA Series 7, 24, 63 and 66 exams. In addition, I am licensed to sell and consult on life and health insurance and variable annuities.
