I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance. Upon graduation, I accepted a position with the Freddie Mac. In order to satisfy my desire to further my education, I decided to pursue my MBA. Two years later I returned to Howard University where I earned a MBA with a Concentration in Finance.
Following the completion of my MBA, I accepted a position with PricewaterhouseCoopers in the Washington Federal Practice. I spent four years with PwC before joining Ernst & Young’s Government and Public Sector Practice. It was while working with these two companies that I had the opportunity to serve as a consultant to some of our country's largest government agencies and Fortune 500 companies.
In May 2012, I decided that my educational background and passion to help others would be best utilized in the financial planning arena and joined Northwestern Mutual Wealth Management Company as a Financial Advisor. In this role, I help my clients and their families achieve financial security through a variety of planning strategies. I currently manage a book of business with over 400 clients across the United States. It is my mission to help my clients build, protect, and maintain generational wealth through strategic and tax efficient financial planning.
Early in 2023, I joined First Financial Group, a boutique financial planning firm based in Bethesda, MD, that has been working with business owners, executives, and other professionals for over 40 years.
Specialties: Wealth Management | Financial Planning | Retirement Strategies | Planning for Business Owners