Team

For close to 29 years Jim has served as a wealth manager at Capital One, Chevy Chase, Suntrust and NYLife specializing in crafting, simplifying, and integrating well-developed comprehensive wealth plans for his clients. Every client...

Over the past 6 years Kevin has guided his clients through a personalized, comprehensive strategy using a broad array of financial product solutions as a Vice President, Financial Advisor with CapitalOne. Kevin’s focus is for...

Brennan graduated from Virginia Tech's CFP Board-Registered program. He holds the CFP® designation and practices as a CERTIFIED FINANCIAL PLANNER™ professional. Brennan has worked with many federal employees over the...

David has been in the financial services industry for over 20 years.  He has a wide range of backgrounds and experience in personal finance.  He uses the knowledge gained from them to help families plan for life's challenges...