I have worked in investments and wealth management for 13 years. I began my career at Charles Schwab as a stock broker. I then spent many years with Fidelity Investments and Fisher Investments focusing on financial planning, wealth management and client relationship management. During COVID, I left the comfort of my corporate position and became a mortgage broker. This move brought me exposure to the real estate industry which has always been a passion of mine. I currently originate residential loans with Cardinal Financial and am supported by the best team in industry. I have also joined Romano Capital as an investment associate in the alternative investment space. My goal in all of my endeavors is to understand my clients, identify and present solutions that align with their goals and communicate the changing investment landscape in the most effective and personalized way. I love my clients and am genuinely interested in making their lives better and reducing stress. I enjoy getting to know them and learning what is important to them. I enjoy using my experience and resources to identify and present solutions they can be excited about.