I was raised in the Washington DC area, and returned here after college. My first career was as a midwife! I loved that work, and I ran my own homebirth practice as well as managing the prenatal and pediatric programs at one of the country’s oldest free clinics. I found the work deeply rewarding and I learned so much. In 2000 I felt I needed a professional change, and spent a year exploring what that would be. I had daughters who were 6 and 13, no retirement or college savings after a non-financially-rewarding first career, and a primary relationship that was ending. This urgency helped keep me focused on a career change!
My goal when I was looking for a career change in 2000 was to find something that allowed me independence, financial rewards to raise my family’s standard of living, and close client relationships. I happened upon someone from my college recruiting people to become financial professionals and that’s how I got started.
After 11 years at one company and 3 at another, I realized that I simply MUST go independent. I had considered this transition a decade earlier, but for various reasons (including a long chronic illness) I delayed until 2015. I have been so happy with my decision every single day! I regret putting up with 14 years of all the aggravation of working for firms with proprietary production requirements, since it was always out of line with my fee-based practice.
The personal relationships, and the way that this work keeps challenging me to be a better person, a better listener, more respectful and less avoidant of all the challenges of life (including my own errors) have been the most rewarding and challenging parts of being a financial advisor. Our clients trust us with some of the deepest parts of their lives and it is a huge sacred challenge in my opinion to meet them there. I learn more from them than they do from me.
My philosophy is service before profit; long-term relationships before short-term gain; respecting, listening deeply, encouraging clients to be their best selves; and treating everyone like you would want your family member treated.
She did it, so can you.
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Founded in 1999, Premier Wealth Management® has remained completely independent and this freedom allows us to focus our time on you. We have financial professionals across the nation who are successfully running their own independent businesses. If you are looking to grow an independent business and want complete support from a team of financial industry specialists with years of proven success, then let’s talk!
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Premier Wealth Management, Inc. and Cambridge are not affiliated.
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