Born and raised in Maryland I have lived on both sides of the Chesapeake Bay, before settling on the Eastern Shore. I am grateful that I am able to live and raise my family in a beautiful small town that I love.
Outside of Potomac, my family is fortunate enough to spend our evenings fishing, crabbing and kayaking along the Chesapeake Bay. I enjoy working out and helping people reach their fitness goals by teaching spin and boot camp classes for our local YMCA. I am an active member in a local triathlete group and try to participate in a few races each year. I am also a chauffeur, maid, cheerleader and chef for my four children.
I joined Potomac in 2007 and have held various roles, leading to my current position as the Director of Advisor Experience. Being exposed to the different facets of the company has helped me gain a better understanding of the industry and how our money management process works. I enjoy working with our advisors, combining my love for numbers and people. We are a small company and have real relationships with our advisors, striving to always provide the best service possible. My day to day responsibilities vary as we take on a lot of roles here, which I love as I can get bored quite easily.