I lead our Tax Planning Department and specialize in personal financial planning strategies with a focus on tax minimization. I received a BA in Economics, a BS in Housing, Interior Design and Resource Management with a concentration in Financial Planning, and a minor in Mathematics from Virginia Tech. I maintain the Certified Financial Planner designation and have been an investment adviser representative of D'Orazio Wealth Advisors since the firm started in December of 2004. Outside of the office, I enjoy what I call the Triple B—reading a good Book with a tasty Beverage on the Beach. I also have two other Bs—my Bernese Mountain Dogs—that vie for my attention. Within D'Orazio Wealth Advisors, I am the best contact for any and all tax-related questions.
What makes D'Orazio Wealth Advisors unique?
We are a small team that retains the family business feel with responsive service that feels like a major institution.
How is D'Orazio Wealth Advisors different from other places you've worked?
There is no one-size-fits-all solution. We customize every recommendation to each client’s personal situation.
How would you describe D'Orazio Wealth Advisors in one word? Why?
Tough. We choose to have the tough conversations so our end client is armed today for tomorrow's problems.
What's something you do every morning without fail?
Start with coffee and sometimes end with wine.
What do you value most in your friends?
Trust.
Comedies or dramas?
Dramas
Cats or dogs?
Dogs
Beach or mountain vacation?
Beach
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.