Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Financial Education, Student Loan Refinancing, Risk Management Strategies, Estate Planning
I am prepared to assist clients with their financial plans and help them meet their short and long-term financial goals. 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 own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients.
I hold the Charter Life Underwriter and Chartered Financial Consultant designations. I am a member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals, and the Estate Planning Council of Montgomery County, Maryland, Inc.
I hold a Bachelor of Arts in Social Gerontology from Marquette University and a Masters in Health Care Administration from the George Washington University.
I am a native Washingtonian, currently residing in Silver Spring, Maryland with my husband Ken, and son, Stephen. My daughter Lauren, lives on her own.
Check the background of this investment professional on FINRA’s BrokerCheck
530 Gaither Rd #350
Rockville, MD 20850