We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2021 after the acquisition of Geier Asset Management where she served as the Director of their Private Client Group for over 10 years
20 years of experience working in different facets of the finance industry; including Accounting, Financial Planning and Wealth Management
Enjoys working in a proactive business environment like MAI, where she can see projects through from start to finish and be involved in every step of the process to make sure MAI’s client’s best interests are always at the forefront
Life Outside of MAI
Lives outside of Baltimore, MD and enjoys spending time with her husband and 2 children
Towson University, Bachelor’s Degree in Business Administration and Legal Studies
Loyola University, MBA in Management
We look forward to learning about your financial goals.