Oppenheimer

Most certified financial planners don’t look like me. As you can clearly see, I’m not the image that comes to mind when you think of a typical certified financial planner. I’m one of just a few African-American advisors leading wealth management in the Washington, DC, area and part of an even smaller group of African-American women in my field. That makes me stand out but it’s not what makes me unique.

I celebrate who I am—a wife, mother, experienced professional and entrepreneur—because it helps me connect to the needs, hopes and expectations of my clients. 

I understand firsthand the challenges that keep professional women from maximizing their full financial potential. I also know it’s possible to turn that around with just one meeting, one change, one decision.

 

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