Whether you are just starting your journey into investing, or evaluating your savings closer to retirement, I am passionate about serving as your financial advisor. I enjoy getting to know each person and then deploying an individualized strategy, hand in hand, with each of my clients. At the end of the day, my goal is to put together all of the pieces of the financial puzzle for those looking to attain a work optional lifestyle.
M clients include business owners, women starting a new life adventure, young families, family foundations, men and women enjoying retirement, and families with trusts.
Before devoting my professional life to 1 North Wealth, I was a philanthropic advisor in the nonprofit sector. As a result, one of my favorite things is helping my clients “give smarter” to their favorite organizations. I am involved in many organizations including providing complementary financial education to inpatients at Pathways Drug & Alcohol Treatment Center along with volunteering with Anne Arundel Women Giving Together, Start the Adventure in Learning, Summit School, St. Mary’s of Annapolis, Medicine With A Mission, Anne Arundel Medical Center, The Betty Effect, and many more.
When I’m not serving clients, I can be found watching Moana on repeat with my two kids Levi and Monroe, and relaxing with my husband, Lee, on the eastern shore of Maryland where my favorite thing to do is have crab feasts and sit in the sun attempting to become as tan as I was when I lived in Miami.