picture of a planner

Here to act in your best interests

About me

As a financial planner for over 20 years, I’ve had the privilege of helping my clients and their families achieve their financial, retirement, and investing goals. Outside of the office, I enjoy yoga, swimming, traveling, and reading and watching mysteries. My favorite thing to do is to spend time with my family.



Chartered Financial Consultant®

Certified Divorce Financial Analyst®


Bachelor of Science, Chemistry - Seton Hall 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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