Claire joined HB Wealth in January 2025 after working with WMS Partners since July 2021, after graduating from college, and currently serves as an Associate Wealth Advisor, working closely with individuals and families to develop comprehensive financial and investment strategies. She takes pride in understanding the unique details of each client’s financial situation. Her deep familiarity with both her clients and the financial planning process allows her to be proactive in offering thoughtful solutions and responsive to their evolving needs. Claire is passionate about building strong relationships and helping clients feel confident in their financial decisions.
Prior to joining HB, Claire had a marketing internship, a communications internship, and a consulting internship.
Claire holds a Bachelor of Science in Economics with a double major in English from the University of Maryland. She was a member of the Honors College, where she participated in the Gemstone Program—a unique, multidisciplinary research initiative focused on team-based, long-term projects that address real-world challenges.
Claire enjoys spending quality time with her friends, family, and her golden retriever. An avid skier, she loves hitting the slopes whenever she gets the chance. She also finds joy in creative hobbies like sewing, and enjoys reading in her downtime.