In 2015 I joined Marshall Financial Group (MFG) because the firm’s commitment to excellence in investment management and comprehensive financial services align with my expertise, values, and ethical standards. While each individual and family we serve are incredibly unique, the depth of our relationships allows us to fully integrate our clients’ personal, financial, and life goals into one holistic, customized plan. I am committed to making meaningful contributions to our clients’ financial well-being.
I chose this field because I enjoy applying critical thinking skills to solve challenges. When I began my career almost four decades ago, the financial field was dominated by men. One of my proudest accomplishments is to have been accepted as a qualified, trusted advisor while building lifelong relationships with my incredible colleagues and clients. I’ve also pursued my interest in education by serving as a professor at the Community College of Baltimore County, and as a member of the faculty team for the Goldman Sachs 10,000 Small Businesses Program.
Master of Science, Finance, Loyola University, Baltimore, MD
Financial Planning Association, member, 35 years
Biggest Tip for Clients
Never hesitate to ask questions! It is important that you understand and are comfortable with the planning and investment management that we provide.
How I spend time outside of work
My husband and I have three adult daughters who are each incredibly unique, successful women. We love to spend time together and enjoy travelling as a family when schedules allow. I also enjoy gardening, running, cooking, and relaxing on the beach.
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ― Pablo Picasso
Little known fact about me
I rode horses competitively when I was in high school and college.
My Favorite Things
Meal: Grilled chicken and vegetables
Beverage: a nice Vinho Verde wine!
Pet: West Highland White Terrier - Finnegan
Sport: Show Jumping
Sports team: Ravens