Kit is a Certified Financial Planner™ (CFP®) passionate about delivering personalized retirement planning solutions to individuals and small businesses. She has a particular focus on empowering women and supporting members of the LGBTQ+ community through inclusive, goal-oriented financial guidance.
With Series 7 and 63 securities registrations and life and health insurance licenses across the Mid-Atlantic, Kit brings experience and credentials to her work. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI).
Clients value Kit’s ability to explain financial strategies clearly and approachably. Her personalized planning process centers on clients' needs, helping them feel confident and informed about their financial future.
Kit earned her Bachelor of Science in Marketing from Georgetown University with a concentration in Finance, where she also played on the Lady Hoyas basketball team.
She and her wife Dee live in Rehoboth Beach for most of the year and spend their winters as proud snowbirds in Fort Myers, Florida. Outside of work, Kit enjoys gardening, cooking, wine tasting, working out, biking, and playing golf. A die-hard Philadelphia sports fan, she roots for the Eagles and Phillies with infectious energy and team spirit—Go Birds!