7101 Wisconsin Avenue, Suite 1200Bethesda, MD 20814Phone: 516.860.9567Fax: 301.907.0779 firstname.lastname@example.org
My passion is planning for young families, by helping them build the foundation for healthy and successful financial lives. I accomplish this by assisting clients with their entire financial picture, including asset protection, risk mitigation, wealth accumulation, retirement planning, tax strategies, and estate planning strategies.
I graduated from Graduated St. John's College High School in 2016, and went on to the College of the Holy Cross in 2020 where I graduated with a degree in Economics. In my spare time I like watching sports (I'm a fan of all DC teams), spending time with my two dogs, and hanging out with friends.
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