Principal, Private Client Advisor
Lydia is a Private Client Advisor in our Reston, VA office. She strives to ensure open communication, clear planning, and follow through, by putting client interests and relationships first. Working closely with talented colleagues, she adds creativity and innovation to the planning process and client experience. Lydia specializes in assisting our clients with their charitable giving plans, which may utilize Donor Advised Funds, and utilizing Alternative Investments. She enjoys working directly with clients to navigate complex questions and planning scenarios.
Prior to joining FLP, Lydia was a Senior Wealth Advisor, Client Service Manager, and Client Service Associate at AOG Wealth Management in Reston, VA and worked in various capacities from joining the firm in 2014.
Lydia is a CERTIFIED FINANCIAL PLANNER® professional and passed the Series 65 Uniform Investment Advisor Law Examination. Additionally, she received her Bachelor of Science in Business Administration: Finance and Masters of Science in Finance with a focus in Financial Planning from Liberty University.
She and her family reside in North Carolina with their rescue dog, Bella and their Goldendoodle, Luna. They enjoy cooking together, all things-coffee, traveling, and spending quality time with family.
MSc, Finance/Financial Planning, Liberty University
BSc, Finance and Business Administration, Liberty University
CERTIFIED FINANCIAL PLANNER®