I am a FINANCIAL ADVISOR professional and am affiliated with the firm First Financial Group with offices in Reston VA, which is my main location, and Bethesda MD. I joined First Financial Group in 2004 after working with ING Financial Partners for three years. I made the switch to FFG due to their planning philosophy and comprehensive approach.
Prior to entering the financial service industry, I specialized in training adults in computer software applications, both as and instructor and later an operations manager. Then moved on to work as a Project Manager for a Software development company.
I use this educational approach when working with my clients. During the planning process I feel that I am educating the client to make informed decisions. I don’t dictate what you must do, we work together to ensure that every financial decision is based on what is the most efficient use of the money that is already being used in their current financial decisions.
When working with clients my goals are to:
- Create the maximum amount of wealth and benefits possible.
- Give you the right to SPEND and ENJOY the maximum without the fear of running out.
- Allow you to pass on your wealth to whom you choose.
- Ensure the plan works no matter what.
- Do all of this with no additional out-of-pocket cash flow.
This is done by analyzing 19 different areas of your financial life for their efficiency and effectiveness.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian