Balancing work and family life can be hard. At District Financial Advisors, we work with high achieving families who want a partner to help them make the most of their money.
Creating and maintaining a comprehensive financial plan over time.
GET THE LATEST FROM OUR NEWSLETTER
As a kid, I worked in my father’s financial planning office and from a young age I’ve seen the impact that saving for the future and making sound investments can make. That's why I'm passionate about helping people realize their goals.
I grew up in the Central PA countryside and carry the small-town family values I was taught in my approach to working with clients. My clients choose to work with me because they are looking for a straightforward, relatable and easy-to-understand approach.
I’ve been an independent financial advisor since 2001 after graduating with a finance degree from Penn State, and I have completed post-graduate work to obtain the CERTIFIED FINANCIAL PLANNER™ designation. I'm a 3rd generation advisor with a family history dating back more than 60 years.
I live in Purcellville, VA with my wife, daughter and son. We are active in the community and local chapter of the Penn State Alumni Association, and I serve on the board of directors for the McLean Chamber of Commerce. We love hiking, craft beer and escaping to the mountains whenever possible.
Check the background of this investment professional on FINRA’s BrokerCheck.
Check the background of this investment professional on FINRA’s BrokerCheck.
The first point of contact to those who call or visit District Financial Advisors, I’ve been a member of the team since June of 2013.
I bring to my role a strong customer service and organization background from my experience in financial services, professional theatre, festival event planning and corporate IT marketing.
Originally from New Jersey, I’ve considered the Metro Washington DC area home since 1996.
I currently live in Northern Virginia with my husband and two wonderful kids. I have a black belt in taekwondo. I love cooking and entertaining at home, reading and researching/sewing historical costumes.
“How many things can you pay attention to?”
How many things do you want to pay attention to?
How many things are you actually paying attention to?
Between balancing time with family and your career, most successful people often face overwhelm when it comes to managing their money.Partnership might make all the difference to grow and protect your hard-earned wealth.
But don’t overcomplicate it.
Your vision sets you apart.
Taking small steps can lead to big change.
With the knowledge that your finances are accounted for, your family has the mental and financial freedom to live their best life.
Start the Process by Reaching Out
Designed for for families that want help with both their investments and financial planning efforts.
🌎 Financial planning portal and net worth tracking
🥅 Goal planning and milestone tracking
💵 Cash flow planning and budgeting
🧾 Tax planning strategies
📜 Estate planning
💼 Employee benefits
📍 Retirement planning
💻 Coordinated meetings with your circle of professionals
We’ll manage your investments by identifying goals, assessing risk tolerances, and performing on-going management.
📈 Retirement & Taxable Investment Accounts
💰 Cash Management Strategies
🧾 Tax-Sensitive Investments
📍 Asset allocation
🎯 Diversification
🧮 Opportunistic Rebalancing
🏷 Low-cost Investments
With our wealth management program we charge a percentage based advisory fee on your Assets Under Our Management.
*Financial planning is included under the AUM fee with no additional cost.
Maybe you're not ready for professional investment management under. Our financial planning only program can address your needs one area at a time through a simple, focused process—because we know how overwhelming long meetings can be.
Initial plan
Review & unplanned meetings
Unlimited phone & email support
While our clients have different goals, most of them share a desire for flexibility, freedom and options. Our goal is to help design a plan that meets your needs today and builds financial strength in the years to come.
Your finances are composed of lots of small moving parts. We address each piece of your wealth picture—breaking it down into actionable steps to work toward your financial independence.
Our process for new clients begins with an introductory call where we can learn about you and your situation and share more about how our services work. If it looks like a fit to work together, we’ll move on to the next steps in our process.
In this 60-90 minute meeting, we talk about your hopes for the future, your wealth goals, and your financial circumstances. We’ll also answer any questions you have. After this meeting, we'll outline a proposal for a formal agreement to begin planning.
In a series of targeted meetings we’ll tackle the different areas of your financial plan one at a time. For every aspect, we’ll walk through the options, establish the plan, and put it in place. Our focus is on small action steps that will close the gap to where you want to be.
Throughout the year, our team will be overseeing your plan. We’ll meet on a regular basis to check in, address any problem areas, and adjust your plan as your life progresses.
With thoughtful conversations and clearly defined steps, our plan is to make you as successful as possible and have fun along the way.
If it feels like we’d be a good fit, get in touch with us by filling out the form below or reaching out directly.
