picture of a planner

Here to act in your best interests

About me

My career as a financial consultant is built on a passion to help others reach their financial goals and objectives. After creating a road map tailored to each client’s specific needs, I look forward to helping every client along their own personal and financial journey.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Visit one of our Locations

Washington DC II - Alexandria (North)

1800 Diagonal Road

Suite 480

Alexandria, VA 22314

Washington DC VII - Tysons Corner

1750 Tysons Boulevard

Suite 1140

Tysons Corner, VA 22102

Richmond II - Henrico

200 Westgate Pkwy

Suite 202

Henrico, VA 23233

Washington DC - Rockville (Appt Only)

1 Research Court

Suite 450

Rockville, MD 20850

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.

The latest insights from our experts