I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials
• Accredited Asset Management Specialist℠
• Series 7, 63, 66 Securities Licenses
• Life & Variable Annuity Insurance License

Experience
• 22 years of professional experience
• VP – Financial Consultant, Charles Schwab, 2006-present
• Financial Advisor, H&R Block Financial Advisors, 2003-2006
• Stockbroker, DMG Securities, 2001-2003
• Research Assistant, TPG Capital, 2000-2001

Education
• CFP Professional Education Program, Georgetown University, 2010
• BA, Gettysburg College, 2000

Community & Professional Affiliations
• Financial Planning Association, Member
• Business and Professional Women/ USA, Member
• Board Member – Connelly School of the Holy Child – Potomac, Maryland
• Board Member – St. Elizabeth Catholic School – Rockville, Maryland

Find more about my securities licenses, disclosures and work history on FINRA’s BrokerCheck