I create comprehensive retirement plans tailored to each client’s unique situation. I help them address their questions and concerns, ultimately ending with a plan they can feel confident in.
What is your favorite part about working with McLean?
We have a team that is extremely talented with a diverse range of experience and expertise. In addition, there is a strong culture of ‘client first’ in everything we do.
What are 3 words you’d use to describe McLean?
Independent, Caring, Collaboration
What’s a fun fact about you that many people may not know?
I am a big fan of Bob Ross and have been watching him since middle school – mid 80’s.
What do you like to do when you aren’t working?
Cooking (especially pizza) and reading.
Are you a coffee or tea person?
Coffee
How many different states have you lived in?
Three states – Ohio, West Virginia, and Indiana
What’s your favorite book or movie?
Movie - Trading Places
Early bird or night owl?
Early Bird
What food have you tried that was the furthest out of your comfort zone?
