Director of Financial Wellness at AFS 401(k) Retirement Services, LLC
Why I get up in the morning
It isn’t difficult to get up every morning when you love what you do. It is a joy to work with a great, supportive team, focusing on projects that stimulate your mind, and help others. The time I have spent with AFS has truly been enlightening, and I can’t wait to learn and grow even further.
How I got here
I often joke about being the “black sheep” of the office. After earning my B.A. in English from the University of Mary Washington, I went on to work in the service industry, where I managed and promoted a membership program for a local Virginia winery. I joined AFS in March of 2014, beginning what I like to call my “real world” career. (A native of Bethesda, I didn’t mind the commute too much either).
The transition from the wine industry to finance wasn’t as large of a leap as you might expect – instead of teaching people about wine, I’m working to help build awareness about savings and finances. I lead the Financial Wellness team at AFS and help to build educational programs that encourage everyone to take control of their finances today and into the future.
What I do really well
I love working and collaborating with our team to develop customized programs and services for our clients. I am passionate about finding fresh, innovative ways to connect with employees and participants. I am dedicated to delivering consistent, professional, high-level support for our team and our clients, wherever my help may be needed.
Who I am really
The youngest of four, I love spending time with my family and solidifying my "favorite Aunt" status with my nieces and nephews. I am also a proud dog mom to an adorable Norwegian Elkhound and love taking her on adventures around the DMV. In my spare time, I can often be found volunteering with a local dog training non-profit or exploring the Virginia wine region with my wine-industry family. An avid traveler, I often have an upcoming trip planned, whether it’s a weekend trip to New York or an adventure abroad.
About AFS 401(k)
We are an independent financial advisory team located in Bethesda, MD. We believe everyone deserves to live their best life. We are on a mission to help working Americans take control of their finances and save for their long-term future. We work with many companies, non-profits, and trade associations in the Washington, DC, and mid-Atlantic area, to help them enhance their employee benefits offering, and work directly with employees to help them take meaningful steps towards building a healthier financial life.
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