Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

I started my career climbing the corporate ladder for a large retail company while in high school @ Col. Zadok Magruder HS in Rockville, Maryland. I worked in retail management while attending the University of Maryland- College Park & Montgomery College - Rockville; ultimately becoming the corporate inventory manager for the DC Metro region while earning a B.A. in Criminal Justice. A change in company ownership forced a career change, where our family's financial advisor at the time mentioned that I had experience dealing with corporate retail $$$and was great working and listening to customer wants/needs, so why not give it a shot helping retail clients with theirs? I have been in the industry now since 2000 (Olde Discount, H&R Block Financial Advisors, and Ameriprise Financial Services), and still enjoy helping clients with their investments!  My current home is Waterford Wealth Management LLC. and am a registered rep with H Beck Inc, a fantastic independent broker dealer! I hold a Series 6, 63, 65, 7 & Securities licensed in Colorado, Delaware, Florida, Illinois, Indiana, Maryland, New York, North Carolina, South Carolina, Texas, and Virginia. My office is in Rockville, Maryland where I have lived since 1974. How can I help you achieve your goals/dreams? http://www.waterfordwealthmanagement.com/