Helping individuals and business owners make the most of their hard-earned assets is at the core of my approach. Whether it’s growing investments, optimizing retirement plans, or managing inherited wealth, I guide clients in implementing financial strategies that align with their goals. As a Partner at W3 Wealth Management in Ashburn, Virginia, I take a comprehensive approach to wealth management, helping clients make smart financial decisions regarding investments, insurance, and retirement planning.
With tax laws continuously evolving and rates steadily increasing, my focus has become more tax-centric, integrating investment strategies, insurance solutions, retirement income planning, and estate planning to provide clients with holistic financial guidance.
With over 30 years in the financial services industry, I have been providing financial planning services in Northern Virginia since 1990, later expanding my practice nationwide. Based in Ashburn, Virginia, I work with clients experiencing major life changes, including retirement, business sales, inheritance, divorce, or the loss of a loved one. As a Registered Investment Representative, my mission has always been to help clients preserve and grow their wealth with strategic, tax-efficient financial planning.
I hold the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations through The American College of Financial Services. I am also pursuing the Wealth Management Certified Professional (WMCP®) designation, furthering my commitment to professional excellence.
My credentials include Life and Health licenses as well as FINRA Series 6, 7, 63, 65, and 24 securities registrations in multiple states.
If you’re looking for a trusted financial advisor in Ashburn, Virginia, I am here to help you navigate your financial journey with personalized strategies for wealth preservation, tax efficiency, and long-term financial success.
