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ABOUT US
Professional Experience
Maedi received her Certified Financial Planning (CFP) license in 1992. In January 2009 Maedi is primarily focusing on special needs planning in her financial planning business. Since 1992 Maedi has provided financial planning and insurance services to corporations and individuals throughout the Washington, D.C. metropolitan area. Prior to focusing on special needs planning, through her own company, Potomac Financial, Maedi assisted clients with all aspects of individual financial planning, specifically focusing on budgeting and long-term growth investments. Her ability to listen to a client’s situation and recommend the best course of action to achieve optimal financial results translates to sound economic decisions for her clients.
Activities and Achievements
Prior to Maedi receiving her CFP marks from 1984-1991, Maedi worked at Studley, Inc. where she specialized in providing commercial real estate services to corporations, law firms, not-for-profit organizations, and trade associations throughout the Washington D.C. metropolitan area. For a brief period mid 2005 to 2008, Maedi returned to Studley, Inc where she was responsible for marketing and business development for a highly successful team. Maedi realized her heart and passion belonged in the financial planning field and returned to work with special needs families.
Maedi is active in fundraising for the Katherine Thomas School in Rockville, MD which is an independent day school for students, preschool through twelfth grade, with language and learning disabilities and high functioning autism. In her spare time, Maedi has served as an assistant lacrosse coach for McLean Youth Athletics and ran the San Francisco Marathon in 2005. Maedi is also a single mother raising two teenage girls one who is special needs. Maedi and her girls are the proud owner of three Labradors who keep Maedi running on a daily basis.
Maedi is an active member of:
She also has networking sites on LinkedIn and Facebook.
Education
Maedi graduated for the University of Denver with a Bachelors of Science in Real Estate and Finance. Maedi received her CFP marks from the College of Financial Planning in Denver, and has her insurance and real estate licenses. |
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