As a client-centric independent advisor with over 26 years of experience across diverse financial industries, I act as a fiduciary committed to prioritizing your best interests. My primary mission is to help clients effectively manage their assets to attain their financial goals.

My background includes over eight years as an institutional fixed income trader, providing me with a deep understanding of Capital Markets and security valuation. Leveraging this expertise, I've developed proprietary portfolio-building tools that integrate statistical, fundamental, and tactical strategies.

With 17 years dedicated to wealth management, I translate complex market data and events into actionable insights for clients, constructing tailored financial plans aligned with their goals. What distinguishes me is my commitment to generating custom ideas and strategies, eliminating the need for additional fees and reinforcing trust in my guidance.

My expertise spans investment and liability management to intricate financial, estate, and tax planning. Holding a bachelor's degree in Finance from the George Washington University and the CERTIFIED FINANCIAL PLANNERTM designation underscores my knowledge and commitment to excellence.

I reside in McLean, Virginia, with my wife and three children. Beyond my professional pursuits, I enjoy running, golfing, and serving as the dedicated chauffeur for my children's various engagements.