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Arlington Office

2439 North Rockingham Street,

Arlington, VA 22207

Invest With A PlanSM.  Financial Services, tailored to you.



Strategies that are tailored to your needs and goals.
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Years of experience have prepared us to guide you through life’s transitions.
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Trust. Honesty. Integrity. Client-first.  Values stand the test of time regardless of market conditions.
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<b>Invest With A Plan<sup>SM</sup></b><b>&#160;</b>

Invest With A PlanSM 

Investing is a process, not an event. Investing is not just about choosing a specific stock or mutual fund; investing is building a unique plan to guide financial decisions based on defined financial goals. Choosing appropriate investments is certainly part of the process, but it needs to be done in the context of an overall strategy.

My practice is built upon a comprehensive approach to wealth management. We work together, proactively, to anticipate when each of the core Avantax Intelligent Planning Concepts are likely to become a priority for you. I can then be ready with ideas, suggestions and alternatives to address these issues. My background leads to a process-driven and disciplined, yet flexible, approach.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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