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...