​As a Certified Financial Planner^TM practitioner (CFP^®), my goal is to provide a personalized and holistic financial plan to enable my clients to reach their goals. Recognizing that each client has individual needs, I dedicate myself to understanding and appreciating each client’s situation before making recommendations. I believe in educating clients and I work diligently to help them develop achievable goals, understand their financial choices, and implement strategies that assist them in attaining their personal plans.

The core of my story is about family. The family dynamic of my team is both external and internal as I work alongside my mother, Katherine Armstrong, to create an intergenerational team. I understand the importance of a financial roadmap and the positive effect a sound plan can have on a family. I will work with you, as well as your other advisors and family members, to create a holistic plan. Throughout the planning process, I passionately advocate for my clients as I always keep their best interest in mind. My client relationships are built on trust and collaboration. I am proud to build personal and professional relationships with my clients and their families. By working closely with my clients, I enable them to focus on what is important to them while being able to do more for themselves, their families, and communities.

I was born and raised in Baltimore. I’m an alumna of Calvert School and The Roland Park Country School. Currently, I live in Baltimore with my husband, Donald, and three kids, Madeline, Ford and Charlotte.

If you feel a conversation would be beneficial, please let me know. I value the opportunity to get to know you and work together to meet your goals.