What exactly do you do at our company? 

I am an Investment Associate responsible for conducting ongoing client portfolio reviews, executing necessary investment changes, and providing portfolio management support to the advisory team.

What is your favorite part about working with McLean? 

The people! Collaborating with a passionate and knowledgeable team toward a shared goal is incredibly rewarding.

What are 3 words you’d use to describe McLean? 

Dedicated, insightful, and strategic.

What’s a fun fact about you that many people may not know? 

I appreciate great stand-up comedy, whether live or streamed, but a road trip with my buddies to catch a show in an iconic club makes for an unforgettable experience.

What do you like to do when you aren’t working? 

I love music and enjoy playing guitar and ukulele. On the weekends, I try to squeeze in a round of golf with friends and spend quality time with the family. I also spend a few hours each month on the sporting clays course at Bull Run Shooting Center. I would never turn down an opportunity to travel with my brothers and grandparents for a fly-fishing adventure wherever the fish are biting.

Are you a coffee or tea person?

Coffee! “On the rocks, shaken not stirred!”

How many different states have you lived in?

I have lived in the Commonwealth of Virginia my whole life.

What’s your favorite book or movie?

My favorite movies are O Brother, Where Art Thou? and The Iron Giant.

Early bird or night owl?

Night owl. Unless I have an early tee time or a Formula One race to watch.

What food have you tried that was the furthest out of your comfort zone?

I’ll try and likely enjoy anything that a sushi chef puts on a rice ball.  When it comes to food, my comfort zone is more like a comfort universe, though bugs of any kind lie outside my cosmic horizon.