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Here to act in your best interests

About me

A financial planner since 2004, I work hard to serve my clients as they navigate through life’s financial challenges and opportunities. Having raised four kids of my own, I know how important it is for my clients to have peace of mind in knowing they’ve planned well for their future. Aside from spoiling my grandkids, I love Travel, reading and crossword puzzles.



Chartered Retirement Plans Specialist™


Bachelor of Arts, St. Lawrence University

Master of Arts, New York University

Visit one of our Locations

Washington DC VI - Silver Spring

12510 Prosperity Drive

Suite 350

Silver Spring, MD 20904

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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