President & CEO
The families, friends and clients we work with have been successful in several aspects and areas of their lives. As a seasoned expert wealth advisory team, our goal is to help them and you build upon this success for years to come.
Capital Fiduciary Advisors is primarily built to serve clients with a high-touch and customed tailored level of service and intimacy. We have always thought of our firm’s clients as family members and are extremely passionate about their care and success. Helping them achieve their unique goals and objectives with the utmost care and transparency is our top priority.
I have over 20 years of experience providing sound investment, tax and wealth strategies for high-net-worth individuals, families and institutions. As the primary point of contact for our firm's clients, I am proud to have successfully advised them through portfolio designs, due diligence and an ongoing tax optimization strategy.
Prior to founding Capital Fiduciary Advisors, I worked with Andersen (a spin out of Arthur Andersen) in Mclean, VA as an executive leader in the Investment Consulting Services (ICS) practice. During my time with Andersen our investment advisory practice and more especially, our clients, experienced significant success to be recognized by Financial-Planning.com in 2020 as one of our country’s largest Registered Investment Advisors with over $3 billion in assets under management.
I began my wealth management career journey with Merrill Lynch where I was part of the Washington, D.C. Private Banking and Investment Group (PBIG). My prior tenure also includes time with United Bank in the accounting and operations department.
Outside of the Office
I currently reside in Ashburn, VA with my high school sweetheart wife, our two teenage children and two Aussiedoodles. In my spare time, I enjoy learning new things as well as spending time with family and friends along with playing golf and being anywhere on the water.