10th Floor
McLean , VA 22102
toll free: 800-336-0156
fax: 703-356-6492
Wealth Advisory Specialist
Investment Management Specialist/
Financial Advisor
- CERTIFIED FINANCIAL PLANNER Certification
- 20+ Years of Financial Services Industry Experience
- Bachelor's Degree in Economics
University of Pittsburgh - Habitat for Humanity
Board of Directors & Member of Finance Committee
Financial Advisor
- CERTIFIED FINANCIAL PLANNER
- M.B.A. - Finance/Investments
George Mason University
Fairfax, VA - Bachelor of Science - Civil Engineering
Virginia Tech
Blacksburg, VA - Series 7 - General Securities Representative
- Series 66 - Uniform Securities Agent State Law
- Life and Health Insurance Licensed
- Arlington Chamber of Commerce
2006 Chairman of the Board
Member - Executive Committee - Alexandria & Arlington Workforce Investment Board
Member - Board of Directors - Leadership Arlington
2006 Graduate
Member - Board of Regents
Financial Planning Specialist
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM (AAMS) Designation
- Bachelor's Degree - Education
Indiana University of Pennsylvania - Honored by Smith Barney with Membership into the Blue CHip Council
- Vienna-Tysons Regional Chamber of Commerce
Board of Directors
Financial Advisor
- M.B.A. - Finance
University of California, Berkeley
Berkeley, CA - Bachelor of Science - Electrical Engineering
Pennsylvania State University
State College, PA - Financial Planning Associate Designation
- Financial Planning Association Member
- Series 7 - General Securities Representative
- Series 66 - Uniform Securities Agent State Law
- Series 31 - Managed Futures Funds
- Life, Health & Variable Annuities Insurance Licensed
- Financial Planning Association
Member - Business Networking International
Chapter Secretary / Treasurer - California & Penn State Alumni Associations
- CHARTERED RETIREMENT PLANS SPECIALISTSM Designation
ACCREDITED ASSET MANAGEMENT SPECIALISTSM Designation - 15 Years in the Financial Services Industry Experience
- BA - Penn State University
- Morgan Stanley Smith Barney* Blue Chip Council Member
- Life and Health Insurance Licensed
