CEO, MANAGING MEMBER
The clients we work with have been successful in several aspects and areas of their lives. As a trusted wealth advisor, our goal is to help you build upon this success for years to come.
Capital Fiduciary Advisors is primarily built to serve clients with a high-touch, tailored level of service and intimacy. We have always thought of our firm’s clients as extended family members and are extremely passionate about their care and success. Helping you achieve your unique goals and objectives with the utmost care and transparency is our top priority.
I have over 20 years of experience providing sound investment and wealth strategies for high-net-worth individuals, families and institutions. As the primary point of contact for our firm's clients, I have successfully advised them through portfolio creation, implementation, due diligence and ongoing management.
Most recently, I worked with Andersen in Mclean, VA as a senior leader in the Investment Consulting Services (ICS) practice. During my time with Andersen, the investment advisory practice experienced significant success and in 2020 was recognized by Financial-Planning.com as one of the country’s largest Registered Investment Advisors with over $2 billion in assets under management. Prior to Andersen, I was a director for Capital Fiduciary Advisors where I was responsible for client relationships, portfolio management, operations and financial planning strategies.
I began my investment advisory career with Merrill Lynch where I was part of the Washington, D.C. Private Banking and Investment Group. My prior tenure also includes time with United Bank where my career began in the accounting and operations department.
Outside of the Office
I currently reside in Ashburn, VA with my high school sweetheart wife, our two children and two Aussiedoodles. In my spare time, I enjoy spending time with family and friends as well as playing golf and being anywhere on the water.