I am a CERTIFIED FINANCIAL PLANNER® professional and fiduciary asset manager specializing in guiding professionals, families, business owners, and the LGBTQ+ community through their financial journeys. I earned my CFP® designation in 2018 and was recognized as one of the less than 5% of individuals under age 30 who held this qualification at that time.
I am dedicated to ensuring clients have the knowledge and confidence they need to navigate their ever-changing financial lives. By breaking down complex planning into clear steps, keeping clients on track and motivated toward long-term goals with a focus on protecting what matters most, I seek to make comprehensive planning both manageable and meaningful. Helping clients address difficult or long‑delayed challenges while seeing the positive impact it has on their lives is what truly makes my day.
Originally from Frederick, Maryland, I now call Washington, D.C., home with my partner and our dog, Kache. The city keeps us busy from local sports (Go Os! Go Hokies!), to live music, theater, and events. I’m passionate about involvement and supporting causes close to my local community, from serving as a treasurer and board member for local organizations to neighborhood clean-ups.
Education & Credentials
- BS, Finance, Virginia Polytechnic Institute and State University
- CERTIFIED FINANCIAL PLANNER® professional
- FINRA Series 7 and 66 securities licensed
- Active Member of Reston Chamber of Commerce and Equality Chamber of Commerce DC