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Are you a Federal Government Employee looking for financial advice? I have over 15 years of experience working with people like you. Our job is to make sure you protect your hard earned money and stay on top of your TSP, investments, insurance and required minimum distributions.
Are you a successful business owner or professional who cares about protecting your business and your family? We look forward to building a trusting long-term relationship with you so we can understand your needs, goals and concerns about your future.
As a CERTIFIED FINANCIAL PLANNER ™ professional I deliver experienced guidance and service to my client base. Our approach is about thinking carefully, planning thoughtfully, and acting deliberately with the money you've entrusted to us. Our personalized strategies are grounded in long-term fundamentals with adjustments for today's markets.
What can you expect? Trust. Communication. Results.
The Washington DC Branch of Equitable Advisors proudly supports and recruits Military Veterans as a V3 Certified Company. Should you or a contact of yours be a Veteran looking to build a career in finance, please give me a call directly. Thank you for your service!
My Background:
Upon graduating from the Pennsylvania State University in May of 2001, I chose to help businesses and individuals address their financial goals. Backed by the resources and strength of one of the most successful and well respected global financial services firms our experienced advisors deliver results to thousands of individuals, small businesses and institutions throughout the Mid-Atlantic region.
I am active in several industry and civic organizations, including:
•Finseca
•Northern Virginia Technology Council's Veterans Hiring Initiative
•The Penn State Alumni Association
•Grace Community Church
I currently reside in South Riding, VA with my wife Natasha and our three dogs Zoe, Duke and Benjamin. I enjoy playing golf, drinking wine and international travel.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.