Experience & Expertise
Naomi joins us with nearly three years of experience in the financial services industry, specializing in financial planning. She works with our Financial Planning and Participant Advice team, helping to counsel clients through various life decisions such as retirement, investing, tax planning, and cash flow management. Naomi is a graduate of Towson University with a B.S. in Financial Planning and Services.
Get Acquainted with Naomi
Favorite Thing About Working With Clients
Building a relationship with clients and knowing that I am making an impact.
My Philosophy On Client Service
Focus on personalization to ensure my advice is tailored to each client’s unique goals and circumstances rather than using a once-size-fits-all approach.