Consultant
One of my favorite past-times is watching motor racing. Although motor racing is entertaining, there is a large amount of risk the driver endures. However, as with many things in life, if you are good at racing, the rewards can be exponential. This mentality is something I try to apply to my practice on a regular basis, helping individuals, families and business strike a balance of risk and reward to meet their financial goals.
As someone who was born and raised in the Washington, D.C. Metro area, I have a strong understanding of the financial stresses that Washingtonians face on a regular basis. With the ever-rising cost of living and the influx of people moving to the area, it can be overwhelming to navigate the changes in the market. Whether it’s working closely to help individuals invest for retirement, assist families with long term care planning, or showing a business how to protect and preserve their hard work, I work diligently with our team of professionals to develop the best strategies for our client’s needs.
CA Insurance License #0I82809
