Director of Communications at AFS Financial Group, LLC
Why I get up in the morning
To learn something new in the industry and translate complex topics and ideas into comprehensible knowledge that can help positively impact one’s financial journey.
How I got here
Growing up watching this firm develop into and become the company it is today has been an incredible experience. I was an intern at AFS every summer from 2009-13 as I completed my undergraduate studies at Davidson College, and after earning my B.A. in May 2013, I joined the AFS team as an Operations Assistant providing internal support to the advisors and principals of both AFS entities. In 2014, I began my graduate studies at the University of Maryland’s Robert H. Smith School of Business, where I graduated with an M.S. in Supply Chain Management with a Finance focus in May 2015. I worked in a management role for lululemon athletica in the D.C. area before re-joining AFS as the Director of Communications in October 2016.
What I do really well
I am passionate about perfecting the written word and applying a new dimension of understanding and transparency to complex topics. I lead our firms’ communications with existing clients and marketing to prospects and focus on how we can engage our clients to provide them with the utmost experience and relationship to cultivate an environment in which financial goals can be realized and achieved.
Who I am really
I live in Baltimore, MD with my fiance, and we love exploring the various trails and parks in the area and the many local breweries the city has to offer.
I was a Division I distance runner for the Women’s Cross Country and Track teams at Davidson College, and I continue to be an avid runner. My frequent running routes include the Capital Crescent Trail (where I often see my dad cruising on his bike), the C&O Canal, and Rock Creek Park. I have completed countless half marathons and four marathons, including the Boston Marathon, which to date has been my most memorable race experience.
I love the outdoors and traveling and have visited 35 states and eight countries with Banff, Alberta – where I fell in love with the natural, awe-inspiring beauty of the Canadian Rockies – being my favorite destination. In addition to running and traveling, I enjoy spending time reading, writing, and spending time with my family at our house in St. Michaels, MD.
About AFS Financial Group*
We are an independent, fee-based registered investment advisory firm that acts in a fiduciary capacity to bring our clients financial confidence. We are passionate about making a difference in people’s lives and helping individuals and families navigate life’s financial complexities. We take our clients’ financial success personally, and the relationships we build with our clients are long-term partnerships that often span generations within families. Our clients are mothers and fathers, executives and professionals, grandparents, retirees, aunts and uncles, sisters and brothers, and promising next-gen leaders who recognize the value in having a personal Chief Financial Officer, so they can focus on their own careers, hobbies, and overall well-being, knowing their financial life is in trusted hands. We are located in Bethesda, MD, and service clients across the country.
*AFS Financial Group, LLC is a REgistered Investment Adviser and is separate and unrelated to Commonwealth Financial Network
Get the latest tips on how to plan for retirement and make better financial decisions.
Don't worry... we will NOT spam you!
Form CRS: Client Relationship Summary
The Advisors listed on this site may discuss and/or transact business only with residents of states in which they are registered. For a list of state registrations, please visit each Advisor’s website listed in the Author Profile section. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor
Check the background of each Advisor listed on this site on FINRA’s BrokerCheck.