President & CEO
The friends and families we serve have fortunately been successful in several aspects and areas of their lives. As their seasoned wealth and tax advisory team, our goal is to help them enhance their success for years to come.
Capital Fiduciary Advisors is primarily built to serve our 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 25 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 clients, I am proud to be accountable and having successfully advised them in investment strategy, financial planning, and ongoing tax optimization.
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 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 departments.
Outside of the Office
I currently reside in Ashburn, VA with my high school sweetheart wife, a University of Tampa Freshman and a Riverside high school Sophomore along with our two Aussiedoodles. In my spare time, I enjoy learning new things as well as helping people. I do also enjoy spending time with family and friends along with playing golf or being anywhere on the water.