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In November 1991, when I was nineteen years old, I was caught shoplifting in a retail store with two other friends. We were all convicted of petit larceny in the Commonwealth of Virginia in January 1992. This charge occurred during my sophomore year of college. I went on to graduate with an BS accounting degree and earn my CPA license in 1997, and CFP license in 2013. I am currently a licensed CPA and CFP and have served clients as a financial advisor and fiduciary since 2018. I am an upstanding member of my community, serving on multiple non-profit boards including A Place to Be in Leesburg, Virgina. While I am not proud of this event in my past, I use the experience to educate my children and other teenagers in my life to encourage them to make good decisions. One moment in your life can truly change the trajectory, and I am blessed that this misdemeanor on my record has not limited me from experiencing a meaningful professional career.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.