Isabel

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CRPC™

picture of a planner

Here to act in your best interests

About me

Since starting my career as a financial planner in 2002, I have worked with individuals and families on their financial goals, growing and preserving their wealth, risk mitigation and preparing for the unknown, helping them to pass along wealth to heirs and charities as efficiently as possible. Outside of work, I’m a mom of two and a frequent attendee at their sporting events! I am an equestrian who loves to cook with my family and read.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Economics - Hamilton College

Visit one of our Locations

Washington DC II - Alexandria (North)

1800 Diagonal Road

Suite 480

Alexandria, VA 22314

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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