I grew up in Montgomery county Maryland, and I'm fluent in French. I've also lived in Switzerland, France, and Canada, and I appreciate and cherish the opportunities to have lived and meet people from so many different cultures and backgrounds. I currently live in Annandale with my wife May, and two kids Sophie and Remy. In my free time, I enjoy taking the little ones on adventures and staying active: hiking, biking, and travelling. I also enjoy staying engaged in the community and currently serve as a board member for Pathway homes, a nonprofit which helps provide housing and rehabilitate homeless with mental illness.
10 employees, consisting of 4 financial advisors, and 6 staff to help families in the metro Washington D.C area achieve their financial goals.
General Information |
| Firm Start Year: | 2004 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | Ameriprise |
| Name of Custodial Firm: | Kim and Hopkins |
| States Licensed in: | MD, VA, WV, SC, D.C, PA, AL, AZ, CA, CO, CT, DE, FL, HI, IL, LA, ME, MO, MT, NJ, NM, NC, OH, OR, TN, TX, UT, WA, WI |
| Number of Years with Current Firm: | 20 |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Foreign Languages Serviced: | English, French |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Disability, Variable Life, Long Term Care, Variable Annuity, Annuity |
Firm Information |
| Firm's Number of Clients: | 800 |
| Firm's Number of Planning Clients: | 500 |
| Firm's Number of Managed Clients: | 700 |
| Assets Managed by Firm: | 500,000,000 |
| Advisor's Number of Clients: | 150 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Fee % Based on Assets: | .7-1.5 |
| Minimum Fee Charged for Managed Accounts: | .7 |
Board Positions |
| Organization : | Pathway homes, Fairfax, V |
| Position : | director |
| Duration : | 2023-Present |
Financial Services |
| Financial Advice & Consulting
What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow. I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant. |
FAQs |
Do you have a customer satisfaction or refund policy?financial planning refundable in the first year, if not satisfied with services. |
Why should I choose you as my financial advisor?Certified financial planner with 14 years experience. |
How do you charge for your services?Asset under management, and or financial planning fees. |
How are you compensated? How will I pay for your services?percentage of assets managed (typically between .5%-1.5%) |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?yes |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Check | Visa |
| MasterCard | American Express |
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