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#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Financial Advisor
I joined UBS Financial Services in 2015 and I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.
I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter. These diverse work experiences allowed me to hone both my analytical and creative skills. I have transferred these talents to the science and art of investing for the benefit of my clients and their changing financial needs.
I am a Baltimore native and an ardent Orioles baseball fan. My husband and I enjoy gardening, cooking and hiking. Our two young children keep us very busy and clearly focused on the future.
Education
Credentials
Financial Advisor
I joined UBS Financial Services in 2015 and I hold all of the required licenses for securities, life insurance, long-term care, variable annuities and, in addition, I am a CERTIFIED FINANCIAL PLANNER™.
I earned a degree in Civil Engineering from the Rochester Institute of Technology, and initially worked as a civil engineer and later as a mortgage underwriter. These diverse work experiences allowed me to hone both my analytical and creative skills. I have transferred these talents to the science and art of investing for the benefit of my clients and their changing financial needs.
I am a Baltimore native and an ardent Orioles baseball fan. My husband and I enjoy gardening, cooking and hiking. Our two young children keep us very busy and clearly focused on the future.
Education
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
Wealth Manager of the Year
Environmental Finance IMPACT Awards 2020
More than 150 years
offering financial advice
