Broker Check

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Washington Post as a Greater Washington DC Region Five Star Wealth Manager (2015, 2016, 2017, 2018)*


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Financial Times as one of the Top 401 Retirement Plan Advisors (2015, 2016)**


*The Five Star Wealth Manager award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1975 Washington, D.C. area wealth managers were considered for the award; 100 (5 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visitwww.fivestarprofessional.com.

**To compile the FT 401 list, the Financial Times evaluated nominees on seven broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. For the full methodology, please visit ft.com. 646 qualified applicants were nominated, of which 401 were recognized (62 percent of candidates)