I am an Executive Director at Edelman Financial Engines (EFE), one of the largest independent financial planning firms in the nation. I provide goals-based financial planning and investment management services to families and individuals. I manage over $400 million in client assets. Previously, ...more

I am an Executive Director at Edelman Financial Engines (EFE), one of the largest independent financial planning firms in the nation. I provide goals-based financial planning and investment management services to families and individuals. I manage over $400 million in client assets. Previously, I served as a business manager, helping the firm: 1) Grow client assets from $5 billion to $20 billion through sales management leadership; 2) Increase the Financial Planner base from 30 to 160 by recruiting, training and developing talent, and 3) Expand office locations nationwide from 10 to 43 through project management. Apart from my skill set as a financial planner and business manager, I am also media savvy, having been featured in various media outlets, such as: Washington Business Tonight, a nightly TV business news program in Washington D.C., and The Life and Money Show, a live weekly radio show I created, hosted and produced for two years. Prior to my career in business my focus was classical piano. At 16, I was a finalist in the prestigious New York Philharmonic Young Soloist Competition.less