Simplified Financial Advice.
Hope works with clients to align their financial goals and investment portfolios. She especially enjoys working with clients in transition, like career changes, relocation, and entering retirement. Hope walks clients through every step of their journey toward financial security, providing clear action items along the way for their investment, tax, insurance, and savings goals.
Hope graduated from the University of Virginia and completed a Certificate in Financial Planning from the University of Richmond. She obtained the CERTIFIED FINANCIAL PLANNER™ designation as well as her Series 65 license from the Financial Industry Regulation Authority (FINRA). In 2023, she participated in the Leadership Essentials training program through Loyola University and Leadership Howard County.
Hope is a member of the Junior League of Baltimore where she currently serves on the Finance Committee and Nominating Committee. Hope has a background in legal services as well as working with a nonprofit to provide financial education to those seeking financial wellness.
Formerly of Norfolk, Virginia, Hope currently resides in Baltimore, Maryland with her husband and cat. She enjoys trail running, volunteering and checking out new restaurants.