$30MM AUM | $300,000 Rev in
I started in the industry in 2008 and stayed with the same firm until 2019 when they sold. I moved to LPL Financial June of 2019 and wish I had sooner. At the moment, I am the only advisor but soon my assistant will finish her CFP courses to sit for the exam November 2021. I have decided to transition to a virtual office setting and conduct most of all appointments through zoom. With that being said, I do keep appointments at clients home or place of work if requested. I am interested in expanding my book of business in the DC metro region.