We have had wonderful experience with talented students working with us as paid interns during the school year or in the summer.  Our small firm means they get lots of hands-on experience in the financial advising field.   These are our current interns.

Wenrui Liu

Wenrui Liu has joined our team for the spring as our Financial Analyst Intern. He is a student at the Robert H. Smith School of Business, getting a Master of Quantitative Finance. In his spare (!) time he passed the CFA exams through level III. He comes with business and investment analysis experience from both the US and China, and is fluent in English and Mandarin.

Emily Tabor

Emily Tabor has joined our team as a Marketing intern. She is enrolled in Montgomery College, getting her AA in business. She is fluent in English and Spanish.

Close This Panel