I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

 

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your needs
• Implement your strategy with products and services that help meet your needs.

Education

George Mason University, BS Accounting, University of Phoenix, MBA

Hobbies

Exercising, Cycling, Music, Dancing

Community Involvement

ALPFA & ALVA NonProfit Organizations