The foundation of our holistic practice begins with developing a personal relationship based on a deep understanding of your unique financial needs and what’s most important to you. Using our established process, we’ll build personalized strategies to help you work towards achieving your goals and continue to partner together to help keep you on track. Our goal is to ensure you feel understood, in control, informed and secure about your life and finances.
Life’s priorities may change – but our relationship and commitment to helping you realize your goals won’t.
I was born and raised in Calvert County with very humble beginnings. I genuinely believe that everyone has the right to financial education and growth. I take great pride and deep responsibility in the opportunity to help those in my hometown reach their financial goals.
I discovered my passion for helping people early in life but found my purpose by educating others on the world of finance and helping guide them to financial freedom. Making sure my clients have the wisdom and knowledge they need to feel confident and comfortable in decision making for their future is a torch I carry with me every day.
Whether you’re a seasoned investor or feel like a sheep in a maze drawn by wolves, we are here to support you.
My family and laughter are the most important things to me. I’m very fortunate to have a family with a great sense of humor who live locally in Southern Maryland. My husband and partner, Sean McGuire, CRPC™, is also a devoted financial advisor. We are proud parents of a spoiled toy poodle, Charlie, and 87 houseplants. We are huge Marvel fans and can often be found having heated discussions about the Marvel Cinematic Universe.
We both love adventure and enjoy the many activities that our community has to offer, like paddle boarding, hiking, gardening and picking crabs. We enjoy spending time on Solomons Island and are members of The Annmarie Sculpture Garden and Arts Center and The Calvert Marine Museum.
I enjoy volunteering and supporting organizations that are close to my heart. I am a member of both the Calvert and St. Mary’s Chambers of Commerce, and I serve as Chair for the Calvert Young Professionals Network. I am proud to support the Annmarie Gardens Fundraising Committee, SoMD Pride, PFLAG of Southern Maryland and the Calvert Humane Society.