Executive Vice President - Investment and Marketing Officer
Virginia Polytechnic Institute and State University
– Series 7, Series 63, Series 65
– CA Insurance Lic. # 0L79733
With over 18 years of financial services experience, I serve a select group of individuals and families seeking personalized financial guidance. My approach to investment planning is focused on establishing a long-term, multi-generational relationship with all of my clients. Whether the objective is to build additional wealth, preserve what they have earned, or a combination of these; I take the time to listen and create a comprehensive wealth management plan.
I help my clients financially plan for major life events such as planning for their retirement, saving for their children's college education, developing estate planning strategies, maintaining and building additional wealth. I focus heavily on the relationship side of the business. The deep and lasting relationships I have established with my clients is what motivates me to do my best every day and allows me to better provide tailored investment strategies to help meet my clients' long and short-term investment goals. My individual planning approach combines wisdom, insight and a deep understanding, not just for my client's goals and objectives, but of their lives, family, interests and passions. This approach yields personalized investment plans that help provide a clear path for my clients to follow and guide them along their life journey.
I strongly believe in giving back and staying involved in my community. My current community involvement includes work with the Western Maryland Health System Foundation, Community Trust Foundation, Allegany College of Maryland Board of Trustees, Western Maryland Health System Auxiliary, The Children's League, and Autism Speaks. My husband Patrick and I reside in Frostburg, MD with our two sons, Liam and Carder.
CA Insurance Lic. # 0L79733 Resident State: MD