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 55 years.
I live in McLean, 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.
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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.
I am new to the team as of Summer 2020. Justin Holtz is my uncle, and I am eager to be working with him and his team. I will be helping with the marketing side of the business and assisting with other tasks.
I am from Hollidaysburg, PA and am a sophomore at Pennsylvania State University studying accounting. I have hopes to become a CPA and eventually move into financial planning.
Some activities I enjoy are dancing, volleyball, playing the violin, relaxing outside and spending time with my family.