Financial industry experience: 28 years
Tower employee since 2017
Education: Bachelor’s Degree – University of Maryland Baltimore County
Securities Registrations: Series 6, 7, 63 currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Federal Employee Benefits ConsultantSM
I am a Wealth Advisor at Tower Wealth Management, where I focus on our members’ best interests, guiding them in making well-informed decisions about their financial lives. My role involves developing personalized strategies to help pursue Members' financial goals through general advice, investment implementation, and insurance planning. With over 29 years of experience in the financial services industry, I am committed to empowering my clients with the knowledge and tools they need to work toward financial success.
My journey in the financial services industry began when I was just 18 years old. I had invested in my 401k and was surprised when it lost money. This experience sparked a lifelong interest in markets and investments, leading me to pursue a career dedicated to understanding and navigating the complexities of finance. In 2000, I earned the CERTIFIED FINANCIAL PLANNER® designation, solidifying my commitment to providing specialized financial guidance. Additionally, I hold the Series 6, 7, and 63 securities licenses, through LPL Financial, as well as a Life & Health Insurance license, which enables me to offer comprehensive financial solutions to my clients.
One of the most rewarding aspects of my job is helping people and educating clients in the planning and investing process. I take great pride in making sure that each client feels informed and confident in their financial decisions. By treating each member with the utmost care and attention, I strive to create lasting relationships built on trust and transparency.