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.