picture of a planner

Here to act in your best interests

About me

I’m a financial planner who works with a wide variety of clients and their families to help them achieve their financial hopes and dreams, whether it’s saving for a new house, a child’s education or retirement. In my spare time, I enjoy travel, especially to see family in Ireland. I love to hike and go on long walks as well as entertain my family and friends.



Chartered Retirement Planning Counselor™


Bachelor of Science, Business and Finance - Mount St. Mary's University

Master of Business Administration, Finance - Loyola University

Visit one of our Locations

Washington DC I - Tysons Corner

1750 Tysons Boulevard

Suite 1140

Tysons Corner, VA 22102

Washington DC V - North Bethesda

6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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