As a Certified Financial Planner™ at Vintage Financial, I support our firm’s comprehensive planning efforts by working closely with Jason Cohen to deliver personalized, goal-based strategies to the families and business owners we serve. I also take the lead in guiding clients through early-stage planning conversations—especially around retirement readiness, long-term care, and foundational financial decisions.
Many of the clients I work with are either engaging a financial advisor for the first time or reentering the planning process after a difficult experience. I specialize in making financial planning accessible—helping clients understand their options, organize their priorities, and move forward without pressure or complexity. Whether you're navigating a life transition like retirement, divorce, or inheritance, I provide structure, clarity, and a listening ear to help make your next financial chapter feel more certain.
I hold the CFP® designation, along with the CRPS™ (Chartered Retirement Plan Specialist™) and CLTC® (Certified in Long-Term Care). I earned a double major in Finance and Information Systems from the University of Maryland’s Smith School of Business and maintain Series 7 and 66 securities licenses through LPL Financial.
When I’m not building financial plans, you’ll find me on the golf course, exploring new cities, or searching for the next great meal in D.C.’s restaurant scene.
Whether you're early in your financial journey or refining your next chapter, I bring a steady, supportive approach to help you move forward with confidence.