With over 33 years of experience in financial planning and wealth management, I have served as an executive counselor at Goldman Sachs, as well as held key roles at Merrill Lynch, Fisher Investments, and most recently helped grow a boutique practice. I’ve presented thousands of seminars and hosted a podcast aimed at guiding individuals into successful retirements while leaving a legacy for future generations, allowing my clients to focus on what truly matters most in life and it’s not money.
When not working with clients, I enjoy spending time with my wife of 29 years, Brenda, and our five children in Brambleton, VA, along with our German Shepherd, Sully.