I provide holistic, comprehensive financial services for clients from a variety of backgrounds and circumstances.
My services are especially valuable for Washington, D.C. insiders, and professionals without children across the country.
Washington, D.C. insiders
From personal experience as a former Hill staffer and lobbyist with a decade of experience specializing in budget and appropriations issues, I understand how demanding and important this work is and how little time busy professionals have to manage their own financial affairs.
Professionals without children
The financial goals, challenges, and aspirations of individuals and couples without children often differ significantly from those of families with children. As a highly credentialed financial advisor who chose not to have children, I understand these issues.