Finance – Certified Financial Planner
I strive to help impact lives. While I was raised with a private school education, lived in a beautiful part of Baltimore and spent summers at Rehobeth Beach in Delaware, my parents did not save for retirement nor were they prepared for the long term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the proper guidance to invest in their own future and their last days. They ran out of money.
I have been a business owner for over 20 years. I moved my practice from Gaithersburg to Virginia about 3 years ago to go with a larger firm. We use state of the art technology and platforms for financial planning, retirement income, business planning, tax planning strategies, and portfolio analysis and review. I start the analysis with the exit strategy.
Exit planning services
Financial protection tools
Retirement income planning
Employee retention strategies
Business continuation strategies
Small business owners that are start ups, growing or mature
Women business owners
Businesses looking for protection
Businesses looking for employee education