Reena has advised clients professionally since 1988, starting her career as a tax accountant and later, in 1991, as a financial advisor with Legg Mason. Five years later, she joined her husband at Old Dominion Investment Corp. Since then, she has worked closely with families helping them work toward achieving financial success. She recognizes that when clients walk through the door, they may not have yet formulated exactly their desires and needs. Reena offers support in defining their individual goals, and then strives to build a concrete financial plan that addresses those goals in a tax-efficient manner. She prides herself on being an extended family member to her clients and considers it a privilege to be involved in what she believes to be the three most important aspects of life: family, health, and money—often intertwined.
Reena earned her Bachelor of Science in Accounting from George Mason University, which allows her to understand and incorporate tax concepts into her financial plans. She also serves as a member of the Field Advisory Committee at H. Beck, Inc., her broker-dealer, and has had the privilege of serving on the American Funds Advisory Council, a group of about one hundred successful advisors chosen from all over the nation. She is an Investment Advisor Representative (FINRA Series 66 Registered), and a Securities Representative (FINRA Series 7 Registered), with H. Beck, Inc. She is also a General Securities Principal (FINRA Series 24 Registered), and is licensed as a health, life, and annuities producer.
Reena was born in India and moved with her family to the United States at age seven. She has spent most of her life in Northern Virginia, and currently splits her time between Reston, Virginia and Ocean City, Maryland. Besides having a true passion for her career, she also enjoys traveling, spending time with her family and friends, and good food and wine.