Advisor, Shareholder, CFP®
Claudia joined Financial Reserve in 2016. She holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.
Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education teaching linguistics and English to international students in both in Germany and the U.S. Prior to joining Financial Reserve, she worked with Merrill Lynch Wealth Management.
Claudia is the mother of four boys, Jack, Leonard, Nicholas, and Harry, and she enjoys spending time pursuing outdoor activities, tennis, swimming, biking, fishing, and reading.