2000 Duke Street
Trusted Financial Guidance for Families of Business Professionals, Executives, and Physicians
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Contact us today to get started
In order to offer personalized attention and a high level of service, I work with a select group of clients. These clients are business professionals, corporate executives of small and mid-sized businesses, and physicians (e.g. orthopedic surgeons, anesthesiologists, obstetricians, gynecologists, critical care physicians, and surgeons). They face a number of immediate and future milestones, be it a new child on the way, a promotion, an equity event, or a transition from resident to attending. Whether they are anticipating or already experiencing these life events, they seek a financial advisor who can help them address their financial concerns, from properly managing their wealth to preparing the transition into retirement to protecting their assets. I work closely with these clients to create a strategy that not only addresses their current needs, but also future goals, working alongside them for the many years to come.
Based in Alexandria, Virginia, I work with clients throughout the Virginia, Maryland, and Washington D.C. area. Share your questions with me by email at firstname.lastname@example.org. Or, to chat about how I may be able to help you, please call my office at (703) 635-3300 to set up a no obligation introductory meeting.
Take care of loved ones with detailed estate planning strategies.
A sound financial roadmap is just the start
Financial advice for every situation
Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.
Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high.
To help you overcome these challenges, we've compiled a list of common mistakes and guidelines. We hope this benefits you and your loved ones.
Our Experienced Team Can Help
The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian.