Contact Information
Address: 6550 Rock Spring Dr., Suite 340, Bethesda, MD 20817
Phone: 240-396-6600
Fax 240-396-6533
E-mail: [email protected]
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I am a relationship-based Financial Advisor that enjoys helping people through the challenges of separation and divorce. I believe that each client situation is unique and I take pride in listening to and understanding their personalized goals.
Although I am a proponent of the Collaborative approach to divorce, I do not serve in the capacity of a “financial neutral” but as an investment planner both during and after the divorce process is complete. Acting as a planner allows me the opportunity to explain the implications of a financial settlement, then implement and monitor strategies to help achieve the financial goals that are most important to my client.
My commitment is to energetically and ethically approach each relationship. I focus on being transparent and educating my clients, so that we both understand the objective and reasoning behind each investment decision. Over time my desire is to become a trusted financial resource in all significant aspects of my clients’ lives.
Designations
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Accredited Domestic Partnership Advisor™ (ADPA®)
Practice Group Memberships
- International Academy of Collaborative Professionals
- DC Academy of Collaborative Professionals (2015-18 Board Member)
- Collaborative Dispute Resolution Professionals
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Meritis Wealth Management is a separate entity from WFAFN.