Focus: Insurance Strategies, Investment Strategies, Business Owners
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients.
I hold the Charter Life Underwriter and Chartered Financial Consultant designations. I am a member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals, and the Estate Planning Council of Montgomery County, Maryland, Inc.
I hold a Bachelor of Arts in Social Gerontology from Marquette University and a Masters in Health Care Administration from the George Washington University.
I am a native Washingtonian, currently residing in Silver Spring, Maryland with my husband Ken, daughter Lauren, and son, Stephen.
I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). 530 Gaither Road, Suite 350, Rockville, MD 20850 301-355-5800.
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530 Gaither Road Suite 350
Rockville, MD 20850