Qualifications:
I graduated from the University of Maryland in 1993 with double degree in Finance and Marketing with a concentration on Economics.
I've been a financial advisor for the last 20 years.
Awards:
2015 & 2016 Five Star Wealth Manager award- featured in the Washington post magazine*
Award from Ameriprise Financial based on assets under management:
- President Recognition award
- Circle of Success award
- Mercury award
- Family and financial security award
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015/2016 Five Star Wealth Managers.
Area of service:
- Retirement planning
- Estate planning
- Investment planning
- Protection planning
- Family finances
- Wealth preservation