Financial Advisor7101 Wisconsin Ave, Suite 1200Bethesda, MD 20814Phone: email@example.com
I am dedicated to offering comprehensive financial advice to my clients to best help them achieve their financial goals. The peace of mind knowing that finances are taken care of, and solutions are extensively researched is important; I do a great job in making sure everyone I work with has confidence that they can achieve their desired financial results.I have experience in helping maximize employee benefits, while also making sure all pieces of personal, professional, and financial goals are all working together cohesively.
I wanted to become a financial advisor because I’ve always found value in helping people. Seeing the direct impact it has made on my family members and clients this far into my career continually reassures my passion for this job. I always say, “failing to plan is planning to fail”, and I believe that with my assistance in creating a financial plan anyone can begin working toward success.
Outside of the office, I really enjoy traveling with my friends and family. I’m a very active person so I’m usually skiing, hiking, playing tennis, at the beach, or exploring any time I find a new place to visit. I’m also very passionate about philanthropy and giving back to my community so I try to volunteer as much as possible. Currently, I am volunteering with an organization whose main objective is teaching families in the DC area financial literacy.
If you know of anyone that could benefit from financial advising services, please don’t hesitate to reach out. I’m always looking for more people to help!
Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.
Protecting what you have now and into the future is the foundation of financial strategies at First Financial Group.
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I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1593 Spring Hill Rd, Suite 500 E, Vienna, VA 22182. (703) 847-9660.