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.