My Qualifications

I began my Financial Services career 25 years ago, as a Foreign Currency trader, International Private Bank Manager for the French and British Embassies of Riggs Bank NA, located in Washington DC.  I am now working with Wells Fargo Advisors as a Financial Advisor.  I have made it my mission to be aware of the needs of my clients and match those individual needs to the ever changing investment markets. 

Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC® certification have in-depth knowledge of the investment planning process, as well as training in:

                              Retirement Income Planning

                              Retirement Readiness

                              Roth and Traditional IRAs

                              Rollover and retirement savings

                              Proper spend down of assets in retirement

In addition, I have received my FINRA registrations: (7) (63) (65), as well as licenses in Insurance and Annuities.  These qualifications allow me to offer advice to help match goals with planning.