Certified Financial Fiduciary®, Director of Client Services
Hometown: Centreville, Virginia
What quality of yours makes you best suited to what you do?
I love helping people – it brings me so much joy to see someone happy and fulfilled. I try to incorporate that into my daily tasks – doing my part to help be transparent to the client and be understanding of their needs.
How should people think about their wealth?
When you have trusted advisors looking out for you – the only worry should be what do I want to do with my wealth and how can I make this world better than how I found it.
Favorite Quote or Personal motto
Don’t worry, be happy!
How do you spend your time outside of work?
With my family – I especially love to fly with my husband (who’s a pilot!)
What accomplishments are you most proud of?
Paying off my student loan debt and saving for my first home.
Education and Licenses:
- George Mason University – BS Business Management
- Certified Financial Fiduciary®
- Virginia Notary Public Commission
- Medallion Signature Guarantee