With over 20 years of experience in the financial services industry, I bring a deep passion for helping individuals, families, and executives navigate the complexities of wealth management and retirement planning. At Washington Equity, I’m responsible for the day-to-day operations of the office, assisting Susan as well as our clients. My primary objective is to provide exceptional service and support, always with timely communication and a focus on client success.
Throughout my career, I’ve specialized in helping families, pre-retirees and retirees maintain insurance and investment management strategies designed to weather market volatility and achieve their personal goals. I work closely with clients to help create, implement, and monitor coordinated financial plans that align with their unique values, goals, and resources—optimizing tax, insurance, investment, and estate planning along the way.
As a trusted partner to both clients and team members, I believe that the best results come from open collaboration—where all ideas are welcome and every challenge has a solution. Drawing on my diverse experience, I assist client engagements with a strategic focus on both the big picture and the details that drive measurable results. I am results-driven, dedicated to excellence, and passionate about seeing our clients succeed.
Before joining Washington Equity, I served as Assistant Vice President at Freedom Broker Services, an insurance brokerage firm, and as New Business Coordinator at MassMutual Life Insurance Company. I also have extensive experience in client management and technology, having led IT transformation initiatives and customer service operations across the financial sector.
Outside the office, I’m an enthusiastic D.C. sports fan—you can find me at nearly every Commanders game. I also enjoy coaching youth football and wrestling and spending quality time with my wife, two daughters, and son.
Registrations:
- General Securities Representative
- Uniform State Law Securities
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.