As a financial advisor in Olney, Maryland, I work with families, individuals and small-to-medium sized businesses to deliver personalized financial advice and strategies. My driving passion is to help you succeed in achieving not only your financial wellness goals but also your deeper life goals and dreams — what matters most to you. Clients look to me and my team when they need help navigating the financial side to a new phase of life, such as nearing or living in retirement, marriage or divorce, birth of a child or adoption, paying for college or private school, passing of a loved one, or receiving an inheritance. I offer a coaching approach to consistently help individuals and families with getting out of debt and staying out of debt, investing and saving their money, achieving financial confidence, or getting a second opinion on their existing financial strategy. Business owners also look to us when they need help with managing personal finances, exit planning and the sale of a company, offering a 401(k) or a retirement plan for employees, or changing an existing 401(k) or retirement provider. You can expect the following five-step, holistic approach I offer all my clients: 1. Clearly identify your goals and where you currently stand in relation to accomplishing them 2. Identify potential risks factors that could keep you from accomplishing your goals 3. Provide guidance on changing your current strategies that would improve your overall outcome 4. Align your investments with your goals and values 5. Continually monitor your strategies and recommend adjustments through changing life circumstances What makes us different from other financial advisors and investment managers? * Teamwork: Our dedicated client support team provides a top-notch client service experience. * Support: We will be with you in the good times as well as the tough times. We proactively foster a relationship with you to check in for life updates or changes. * Personalization: Our advice and guidance for investments and products is unbiased. We focus on finding what is the best fit for you. * Tax and Estate Considerations: We partner with your accountant and attorney to help minimize the taxes you and your loved ones owe during your lifetime and after.