I'm living my dream, being a business owner and helping my clients successfully navigate through their lives. I have learned through every experience I have had, bringing that learning to my next adventure.
Wood Smith Advisors took root in 2006, and we serve clients in the surrounding Northern Virginia/DC area, as well as other states where clients have relocated over the years.
My primary focus is on Women of all demographics, Boomer couples, and people with complex financial needs.
A strong advocate for the benefits of financial planning and wealth management, I enjoy the continuous learning that this profession provides. As a CPA, I can provide the practical and objective insights that apply to each individual client.
My business world experience includes numerous finance, administration and executive management positions in Fortune 500, mid-size and startup companies.
With my husband Jeff we have four grown children, and enjoy our family get-togethers whenever we're able. All of our children have been taught the fundamentals of planning for their futures, and I am thrilled when I get a call from them asking for advice or sharing a financial success that they've implemented. We also enjoy our canine children, four border collies.
I'm an avid golfer, and enjoy being involved in the community; including serving as the past president of the Haymarket Gainesville Business Association. I co-founded a local Toastmasters club, and actively participate in The LPGA Amateur Golf Association DC Metro Chapter, and several charitable associations.