Financial Advisor For You

  About Us

I have an Executive Certificate in Financial Planning from the Georgetown University Center for Continuing and Professional Education.  I am a candidate for CFP Board certification.  I passed the July 2009 exam to become a CERTIFIED FINANCIAL PLANNER(tm) professional.  I am acquiring the experience necessary to fulfill the 6,000 hour requirement to become a CFP(R) certificant.  As of early December 2009, I have approximately 4,300 hours of experience (over two years).  I expect to have completed the experience requirement by the end of 2010.

References available upon request.

Background and Work Experience:

Project Director for Consumer Education at Consumers Union from 2006 to 2008.  I developed Internet-based tools to help consumers buy health insurance and to assist parents and students understand student loans and college financing.

From 1998 to 2006 and starting again in 2008, I have directed many of the Federal Trade Commission’s efforts to help consumers understand their product choices among generic drugs , pharmacy benefit managers, and electric power providers.

I received my J.D. from the University of Texas School of Law, and a M.P.A. from the Lyndon Baines Johnson School of Public Affairs. I received my B.S. (computer science) and B.B.A. (finance) from Loyola College in Maryland.

I am a member of the District of Columbia and Texas Bar Associations and the Financial Planning Association.

I also am an 8-time finisher of the Ironman World Championship Triathlon in Kona, Hawaii.