Overview

My practice serves current and former military and government professionals with comprehensive financial planning. My goal is to grow my asset under management book through organic growth and acquisition in the Northern Virginia area. My fee structure is fee-only for managed assets and financial planning with commissioned-based for insurance and other structured products.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
863 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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