I help people coordinate their assets to build a comprehensive Financial Plan to reach their goals. I specialize working with clients 5 - 10 years from retirement and those already retired
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What do you love most about your job?
Helping people reach their goals and seeing a plan coming together.
Can you provide your services online or remotely? If so, please add details.
I can do both online and in person. If we meet in person, I have offices in Tysons, VA, Washington DC, and Bethesda MD. I can also meet in the clients home if preferred.
What changes have you made to keep your customers safe from Covid-19?
Using remote services such as Zoom for client meetings has allowed us to continue meeting with our clients during Covid
Retirement Planning
Financial Planning
Investment management
