picture of a planner

Here to act in your best interests

About me

Growing up, I witnessed how a lack of financial education could derail a family’s financial plan. That has instilled in me a passion for helping individuals and families achieve their goals through comprehensive financial planning and education. In my time outside of work, I enjoy staying active, playing basketball and golf, following the DC-area sports teams, attending concerts and traveling.



Chartered Retirement Planning Counselor™


Bachelor of Science, Business Administration - Old Dominion University

Visit one of our Locations

Washington DC V - North Bethesda

6550 Rock Spring Drive

Suite 510

Bethesda, MD 20817

Washington DC III - Fairfax

4000 Legato Road

8th Floor

Fairfax, VA 22033

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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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