You can take comfort in the fact that I have been a proud resident of the Northern Virginia community for the last 17 years, and therefore have a vested interest in seeing my friends and neighbors succeed. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information we have to offer.
Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, providing reliable income during retirement years or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I hold the designation of CERTIFIED FINANCIAL PLANNERTM from the CFP Board of Standards, Inc.
I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. I am ready to put my expertise and experience to work for you.
Neither New York life Insurance Company, not its agents, provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.