Helping Clients Succeed Financially

Background and education

I earned a B.S. in Mechanical Engineering from the University of Vermont and started my career as a sales representative in the Building Controls Division of Honeywell, Inc. I have been a financial services professional for 29 years. Prior to becoming a financial advisor, I served 16 years as the Atlantic Region Director for Brandes Investment partners LLC, a global investment manager based in San Diego, CA. In this capacity, I was an advisor to advisors on investment perspective and strategy. Through these relationships I gained valuable insight on providing enlightened service to investors.

Personal information

25+ year residents of Arlington, VA, my wife Carrie, and I are proud parents of four children. I am a graduate of Leadership Arlington’s Class of 2017, serve as Chair of the Arlington Economic Development Commission through 2024, am a member of the Arlington Chamber of Commerce, and formerly served on the Finance Committee and Board of Directors of Bridges to Independence. Though impeded by kids sports, I am an active enthusiast of tennis, golf and skiing.

California Insurance License: 0K88646; Resident State: VA

Background and education

I earned a B.A. in History from Hamilton College located in Clinton, NY and started my career as a Financial Advisor with Morgan Stanley.  I have been a financial services professional for over 20 years including seven years with JPMorgan Chase & Co in banking and 10 years as the Regional Lending Director with Wells Fargo Advisors.  I obtained my CERTIFIED FINANCIAL PLANNERTM certification in 2022.

Personal information

I reside in Vienna, VA with my wife Allie and my two children.  I have previously served on the board of the Arlington Historical Society, including serving as President. 

As an avid car enthusiast, I have owned a 1981 Fiat Spider for over 15 years and in 2022 imported a 1996 Land Rover Defender 90 that was previously part of Italy’s Carabinieri fleet.  I spend my free time doing maintenance, repairs, and attending local car events.

California Insurance License: 4219104; Resident State: VA

Background and education

I have been with Wells Fargo since 2017 as a Client Services associate out of the Tyson’s office.  Since joining Wells Fargo, I have genuinely enjoyed playing a role in helping clients meet their financial goals.  Prior to 2017, I had a 30 year career with the National Automobile Dealers Association, specifically within their 401k services department, serving in a similar capacity.

Personal information

Outside of work, I’m a mother of two adult boys, and a grandmother to four wonderful little ones, between 2-4 years old.  The most precious part of my life is spending time with my family, watching my grandkids growing and playing soccer, swimming, or enjoying grandma’s cooking.  I also enjoy gardening, hiking, going for long summertime nature walks.