Q: What’s the most rewarding part of your work?

I really enjoy meeting new people, getting to know them on a personal level and helping them choose the right path to reach their financial goals. I am so grateful to be part of my clients’ lives and honored to help them map out a plan that works best for their unique needs.

Q: How can residents of the Shenandoah Valley area benefit from working with a financial advisor?

Working with a trusted advisor is one of the most important decisions you can make. Our communities are filled with hard working individuals who often don’t have the time to focus on financial planning. As a financial advisor, I help guide my clients through tough decisions and provide financial education. Life is not one size fits all. That is why I develop a partnership that works best for my clients’ lifestyle and circumstances. If you are looking for a local advisor who takes the time to learn about you and your goals, I am here to help!