picture of a planner

Here to act in your best interests

About me

Earning people's trust, educating them and mapping out their next steps to help guide them to a secure financial future is a rewarding and meaningful experience. In my years in the financial services industry, I can look back and honestly say that I have done my best to help each and every client and prospect I had an opportunity to serve. And I look forward to many more such opportunities in the future.


Chartered Retirement Planning Counselor™


Master of Science, Johns Hopkins University

Visit one of our Locations

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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