I am a fiduciary financial planner at Wharf Financial in Washington, DC. I began my career after graduating from the University of Maryland with a degree in economics and a minor in statistics.
I’ve always had an affinity towards helping people, taking my tutoring background from my years in school and combining that with my interests in the world of finance and behavioral economics.
I like to say that I am extremely detail-oriented, stemming mainly from my work with a supply-chain management firm while I was a student, where I assisted in handling the logistical mire of shipping tons of construction materials overseas.
These skills and passions have made my career a very fulfilling one. I strive to consult with my clients at a level that brings the future into the present, and focus on building relationships first and following through with tactful planning.
Talking about finances is not everyone’s favorite discussion, and just the thought alone is often stressful. I look to establish relationships with my clients over time and focus on being a teacher first. I can’t expect people to work with me without getting to know me, and just being able to meet new people every day is why I love what I do.
I was born and raised in Rockville, MD and quickly fell in love with the DC-Metro area and its diversity. I currently reside in DC’s Penn Quarter and I’m an avid sports fan that grew up playing basketball, baseball, and soccer.
In my spare time, I love traveling and finding new or hot dining spots here in the area. You’ll also find me perusing the local museums and attending networking events, most notably as the president of a BNI chapter here in the city.
1 topic · no fee, no honorarium, no mileage
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On top of the difficultly you may face getting your finances in order, picking the right planner is another challenge all on its own. We'll go over the keys to building a solid financial plan, and highlight how important it is to work with someone who is independent, has no conflict-inducing commissions to work for, and has no proprietary products to sell.
Whether it's something as micro as week-to-week budgeting, or a 30,000 foot view of a retirement plan, I can tailor a presentation and conversation to fit your group's needs. I enjoy conversations a lot more than lectures!
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