Preparing for the next step in life isn’t always easy.  That is why I am committed to building long-term relationships with my clients, and helping them achieve their goals is my top priority.

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

I work closely with my clients and can also work with you.  I will help you:

• Define your personal financial goals

• Develop a financial strategy that can help you achieve these goals

• Suggest suitable products and solutions based on your tolerance for risk and your time frame

• Implement your strategy with products and services that help meet your needs.

I have an extended team of financial professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefits and retention services, business continuity strategies, and trust services. I hold a Juris Doctor degree from the Georgetown University Law Center and a Bachelor of Arts degree in Literature from Duke University

Education

Duke University, Georgetown University Law Center