Senior Consultant
For 20 years, I’ve worked with our clients as if they were family. I aspire to build lasting personal and professional relationships based on trust, integrity, and experience.
As a regular marathoner, I find that the discipline necessary to train for a race carries over into my work with our Ascend Planning & Consulting clients. In turn, the encouragement and friendship from clients for my racing has pushed me to be my best on the course. How I measure success, however, isn’t in one 18 week training cycle, but rather over a lifetime of races. Similarly, financial success should be measured over a lifetime.
While training for marathons and the occasional triathlon, I’ve found meaning in lending support to others training with me. I likewise feel it’s important to support the community I call home—Falls Church City, VA—by helping my neighbors who may be unhoused or experiencing food insecurity.
Something else important to me is to never stop learning. The credentials after my name come from a desire to continually enhance my ability to provide advice to our clients. And as a CFP® professional, I adhere to a fiduciary standard of care, which means your interests always come first.
Allow our firm to take a proactive approach with what’s most important to you. Not sure where you stand? Meet with us to review your unique financial situation.
- BS Mass Communication – Towson University
- CFP® – American College
- RICP® – American College
- CLU® – American College
- Credentialed Holistic Financial Coach – issued by Columbia University’s Coaching Center of Excellence in partnership with Equitable Advisors, LLC
