Vice President, Financial Planning

Athena embraces the challenge of strategizing with clients on management of life transitioning events such as retirement, divorce or loss of a spouse, wealth transfer and receipt of an inheritance. Athena’s professional mantra and ultimate reward is seeing her clients well-served by their wealth during their lifetimes and beyond. Prior to joining McLean, Athena was a financial advisor at A.C. Financial Consulting LLC and an educator in the Arlington County Public Schools.

Education

  • M.A. Education, Lesley College
  • B.A. English Literature, National Taiwan University

Professional Designations and Associations

  • CERTIFIED FINANCIAL PLANNER™
  • Member, National Association of Personal Financial Advisors (NAPFA®)
  • Member, Financial Planning Association (FPA®)
  • Member, Northern Virginia Estate Planning Council

Greatest Professional Satisfaction

Seeing clients accomplish their goals because of a plan of action we developed and executed.

Greatest Personal Satisfaction

Knowing that I’ve always tried my hardest.