My Story
The only constant is change. I certainly see that in my interactions with clients. I am on the receiving end of the call about a job change, a wedding, or a retirement. I enjoy helping clients through these joyful transitions in life, helping them frame these changes in the context of their financial life. The tough calls about illness and loss also send me into action about how I can assist with objective, thoughtful financial advice. I respect the trust clients place with me and value the relationships we develop as we work through the impacts of these changes.
I feel fortunate that I discovered this career when I joined the RDFA team in 2012. It was great for my children to watch me “go back to school” to become a CFP® in 2016. While my initial client engagements focused on young professionals, my current clients have expanded to include people in all phases of life.
I am grateful for the technical skills and caring nature of the RDFA Team surrounding me to provide collaborative, client-centered service.
Personal Information
Lives in Columbia-Tusculum with husband Andy and their children, Lucas, Kathryn and Julia
Enjoys spending time with family, traveling, hiking, cooking and reading
Active volunteer at Our Lord Christ the King Church, The Summit Country Day School, Bethesda Foundation Finance Committee and Bethesda Foundation Celebration of Angels Committee
Education & Accomplishments
John Carroll University, B.S. Economics and Political Science, 1991
Center for Regional Economic Issues, Case Western Reserve University, 1991-1992
Liberty Mutual and RTW, Inc claims and management, 1992-1998
Certified Financial Planner (CFP®), 2016
NAPFA Registered Financial Advisor, 2016
Speaker at Environmental Protection Agency Retirement Planning Seminar, 2017
Speaker at Business Owner Exit Planning Summit, 2018
Advisor Hub 50 Next Gen Advisors to Watch, 2023
G2 Leadership Institute Participant, 2023-2024