Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager
California Insurance License Number 4047806
Resident State; MD
For more than 25 years, I have strived to be my clients’ financial general contractor and trusted wealth coach by bringing confidence, clarity and comprehensive investment insight to a wide variety of their financial matters. As a goals-based, solutions-centered advisor, I leverage the depth and breadth of my experience as well as the vast resources of Wells Fargo Advisors to customize opportunities that aim to empower my clients to achieve financial security and success. I take pride in building meaningful, long-term relationships with my clients, who value collaboration, strategy and ongoing investment guidance to help them preserve their wealth for today while creating a legacy for tomorrow.
As a Fundamental Choice portfolio manager, I believe in designing investment portfolios that require a clear understanding of my clients’ goals, dreams and what matters most to them. I am committed to understanding all the intricacies of my clients’ financial lives, including their responsibilities, risk tolerance, fears and past experiences, in order to design solutions that help them reach their unique goals. Never cookie-cutter or check-the-box, my approach is tailored to each distinct client and their individual circumstances.
My clients include successful individuals and families of all ages and stages in life. Many of my clients have dynamic, complex financial contexts, and I regularly interact with their attorneys and CPAs to help maintain mutual accountability and alignment with my clients’ goals. As an advisor offering fiduciary services since 1995, transparency is of paramount importance to me. I take a proactive point of view, diligently study markets and trends, and educate my clients about their options in order to help position them to make informed decisions about their finances.
My relationships with clients are grounded in concise, clear communication and expectations. As an advisor who works side by side with clients through the ups and downs in their lives, I help each family implement a financial strategy. I am quick to help my clients in their times of need — because I genuinely care about their well-being, beyond the realm of their finances. I consider it a privilege to be part of my clients’ lives in crisis and celebration alike, and take to heart the faith they place in me to help make a difference in their finances, their families and their futures.
My husband, Scott, and I live in Bethesda, where I was born and raised. We have two adult daughters and two beloved dogs. A believer in the importance of giving back to my community, I am actively involved with organizations that serve women and focus on financial education and empowerment.