Here to act in your best interests

About me

I started my advisor career in education, teaching self-directed investors how to trade using technical/fundamental and top-down analysis. I enjoyed empowering investors with rules and tools to help them make better decisions in a very loud market. My experience taught me that very few self-directed investors succeed long-term, despite worthy intentions. That passion eventually lead me here, speaking to the entire financial plan and addressing all wealth management issues.

Visit one of our Locations

Richmond I - Henrico

200 Westgate Pkwy

Suite 202

Henrico, VA 23233

Washington DC III - Fairfax

4000 Legato Road

8th Floor

Fairfax, VA 22033

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Washington DC IV - Loudoun County

19775 Belmont Executive Plaza

Suite 530

Ashburn, VA 20147

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights