Wealth Management Advisor - Columbia
I am a Wealth Management Advisor at TIAA with over a decade of experience in the financial services industry. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. My practice specializes in risk mitigation strategies, efficient retirement income planning, complex estate planning, and philanthropic giving challenges. These are often overlooked areas of a financial plan. I partner with families to properly address these areas and add notable value to short and long term planning. My primary goal is to be the premier advocate for the financial well-being of every family that partners with me. I found my home at TIAA where I advocate for clients and their families by guiding them towards long-term goals in a setting that prioritizes ethics, honesty, and integrity. I pursued a career in financial services because I watched my parents struggle as they approached retirement. Through that experience, I saw how important it was for families to develop a trusted relationship with a financial planner leading up to and through retirement. I received my Bachelor of Science in Finance from Georgetown University and my Master of Business Administration from the University of Maryland.