I started Arch Financial Advisors over ten years ago to help clients make smart decisions with the resources they have. One of the most important lessons I've learned over the last ten years is understanding the needs of clients and recognizing that everyone's economic and life situation is unique.
My clients are primarily pre-retirees or retirees that are looking for someone to partner with on a long-term basis. By focusing on retirement planning, I can focus my ongoing education on topics that matter to them such as the ever-changing tax rules, estate and inheritance planning issues and the complexities of retirement distributions.
I am a graduate of Pennsylvania State University and hold a master's degree in finance from the University of Pittsburgh. After college, I worked for companies with ties to the Federal Government and mortgage financing before transitioning to advising. I earned the Certified Financial Planner ™ designation from Georgetown University. I am also a CFA charter holder, one of the highest distinctions in the investment management profession. In addition, I hold the Certified Elder Planning Specialist (CEPS) designation, which helps me guide clients through the big decisions that come with aging, and a certificate in Charitable Planning from the American Heart Association, which allows me to help clients make more meaningful charitable gifts while keeping taxes and their overall financial plan in mind.
Professionally, I am active in the Washington DC Metro chapter of the National Association of Personal Financial Advisors (NAPFA), where I have been designated as a NAPFA-Registered Financial Advisor. I enjoy giving back to the community, having participated in the Financial Planning Association’s (FPA) financial planning days, providing one on one advice to area residents, working with the AARP by answering questions from seniors related to Social Security and other senior concerns, presenting to local senior centers, communities, and libraries on tax saving strategies in retirement, and teaching students about financial planning at a middle school during career day. I also teach the Personal Management merit badge class to Boy Scouts.
When I'm not working, I enjoy playing golf, tennis, and skiing with my family and friends.
My job is to help my clients become as efficient as possible in the simplest manner possible. If you have questions about your current plan, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.
