Gina blends the heart of a teacher with the experience of a seasoned financial advisor to help clients feel more confident about their financial future. She focuses on building long-term relationships and providing clear, personalized guidance so clients can make informed decisions at each stage of life.
She believes thoughtful planning is the foundation of every investment strategy and collaborates with specialists in tax, estate, and investment planning to create comprehensive, personalized roadmaps. Gina works closely with individuals and couples who are preparing for retirement, navigating career or life changes, or seeking structure around growing and preserving their wealth.
As a fiduciary, in advisory relationships, Gina is committed to acting in her clients’ best interests with transparency, professionalism, and integrity. Her core services include financial and retirement planning, investment management, estate planning, and strategies tailored for independent women and business owners.
Gina holds a Bachelor of Science in Economics from James Madison University and has earned the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations. She and her husband, Mark, live in Purcellville, Virginia, and enjoy time with their grown children, two dogs, and extended family and close friends.