I work in financial services, focusing on building meaningful relationships and creating personalized financial plans for families and individuals. I take the time to truly get to know each client so their plan reflects what matters most to them, both now and long term.
As a business owner for more than 20 years, I also understand the unique challenges and opportunities small business owners face. I enjoy helping clients navigate each stage of entrepreneurship, from getting started to planning for the future and eventual succession. I am registered as a General Securities Principal.
I live in Ocean City with my two daughters, Julia Bradley and Layla Harper Koch. Giving back is important to me, and I’ve had the privilege of serving on the boards of several local nonprofit organizations and advising charitable foundations. Most recently, I’ve been an ambassador and frequent speaker for the Gift of Life Foundation, where I advocate for the importance of organ donation.
When I’m not working, you’ll often find me playing guitar, just enjoying the music — and always keeping an eye out for the next guitar to add to my collection.
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