I am a graduate of the University of Maryland, College Park with a Bachelor of Science in Finance and International Business as a second major. I later completed an Executive Certificate in Financial Planning at Georgetown University and became a Certified Financial Planner™ professional. I have over fifteen years of experience in financial services. I chose a career in financial planning because I’ve always had a passion for helping individuals build a solid foundation for their future. I began my career with an investment consulting firm and over the years I have acquired experience throughout the financial services industry including investment and performance analysis, insurance and retirement services, client services management and financial planning.

On a Lighter Note:

Why I work for Omega? Our clients are at the heart of Omega’s mission and values. We are genuinely concerned about helping our clients reach not only their financial goals but their life goals. Our core values align with my personal values centered around living a life without regrets. Not to mention, I love our holistic approach to planning and it feels great to be part of a team who is passionate about what we do!

What I do here at Omega: I work with clients as a trusted advisor and team player to provide guidance and support as they envision and navigate their life’s financial plan. As an initial point of contact, I am here to listen to the client’s needs as they identify what’s most important and assist them with achieving their goals.

Results from Kolbe & StrengthsFinder:
Kolbe – 8823
StrengthsFinder – Learner, Strategic, Achiever, Relator, Responsibility

Personal Interests & Passions: I am active with non-profit organizations that support and empower women as well as a member of my church’s Changing Lives Ministry. I just love helping people! I also enjoy traveling and spending time with friends and family.

Fun Fact: I am a songwriter and I have written hundreds of songs in various genres.