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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.

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Washington DC III - Fairfax

4000 Legato Road
8th Floor
Fairfax, VA 22033

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Washington DC IV - Loudoun County

19775 Belmont Executive Plaza
Suite 530
Ashburn, VA 20147

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning