My mission is to provide individuals, families, and business owners with assistance in building their financial freedom. I possess the skills, knowledge, and experience necessary to assist my clients in achieving their established goals. My personal ambition is to become a lifelong resource for each of my clients. By closely collaborating with them, I learn and listen to their unique wants and needs. I educate my clients on how to reach their goals and help them find suitable solutions by creating personalized investment strategies and recommending appropriate products and services based on their individual situations and risk tolerance.
I have extensive experience in employee benefits, especially in retirement plans. Over the past 25 years in the benefits arena, I have worked closely with businesses, families, and the women’s market. I strive to assist my clients with lifetime strategies to meet their insurance and financial needs and to protect and achieve my clients’ financial goals.
I earned a degree in Mathematics with minors in both Finance and Computer Science from the University of Maryland, College Park. I provide a unique actuarial science background and experience in servicing the institutional market.