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Isabel

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Here to act in your best interests

About me

Since starting my career as a financial planner in 2002, I have worked with individuals and families on their financial goals, growing and preserving their wealth, risk mitigation and preparing for the unknown, helping them to pass along wealth to heirs and charities as efficiently as possible. Outside of work, I’m a mom of two and a frequent attendee at their sporting events! I am an equestrian who loves to cook with my family and read.

Certifications

Chartered Retirement Planning Counselorâ„¢

Education

Bachelor of Arts, Economics - Hamilton College

Visit one of our Locations

Washington DC II - Alexandria (North)

1800 Diagonal Road

Suite 480

Alexandria, VA 22314

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