I develop personalized solutions for accumulating, protecting, and transferring wealth, with a particular emphasis on providing income in retirement. My approach integrates your objectives into a plan that can be updated as life changes occur, combining sophisticated investment planning tools with professional resources to help you reach your financial goals. My goal is my clients’ financial security and peace of mind, delivered with a high level of personalized service.
I began my career in the financial services industry in 1983 after graduating from Trinity College in Washington, D.C., with a Bachelor of Arts in history. In addition to the Series 7, I am an Investment Advisor Representative and a licensed life and health insurance agent. In 2000, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, enabling me to better address my clients’ needs, including wealth transfer, tax planning, risk management and investment management.
A native of Mobile, AL, I currently live in Arlington, VA with my family. I give back to the community by staying active in several non-profits that focus on affordable housing and job training. In my free time, I enjoy tennis, dancing, gardening and travel.
