Overview

I am a seasoned Wealth Management Advisor with a desire to purchase or join a successful RIA team where I can add value with my extensive experience in sales, investment management, estate and tax planning, wealth transfer and insurance, and overall relationship management.

As a Certified Financial Planner, I am focused on holistic financial planning to help families reach their personal goals through strategic financial management. I have a proven history of successfully building new relationships and growing existing client relationships. I find my current position as an advisor at a prominent RIA firm extremely rewarding and am interested in finding a similar role where I have the opportunity to do what I love at a respected organization that aligns with my personal values, in the right geographic location. I currently live in Takoma Park, MD and work in the DC market.

Last Activity
6 months or more

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