Bio
Credentials
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Behavioral Financial Advisor
KaplanJan, 2021- May, 2026 -
Chartered Financial Consultant
Financial Services and Planning expertise
Experience
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Touchstone Partners
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McLean, Virginia
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Owner
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Jan 2013 - Present
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McLean, Virginia
Wealth Strategies and Business Advisors
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President
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Apr 1993 - Present
Benefits consulting and planning for individuals, professionals and businesses. Also engage in other consulting with health care and government contracting sectors.
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First Financial Group
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Bethesda, MD and Reston, VA
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Financial Advisor
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2001 - 2012
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Bethesda, MD and Reston, VA
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Partner
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1995 - 2001
Benefits consulting and financial planning for individuals, professionals and businesses. Provide consulting and wealth management strategies
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Vice President, Human Resources
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1982 - 1992
Vice President of Corporate Human Resources
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Lieutenant Commander
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1971 - 1988
Navy Nurse Corps Officer
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Education
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1997 - 2003The American College
ChFC, Financial Services -
1978 - 1982University of Baltimore
BS,BA, Business Administration
Suggested Services
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Industry Focus. “Wealth Management”
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