Our Team

For nearly 20 years, David has specialized in financial and investment strategies, lending, stock options, and money management for affluent individuals and institutions in the U.S. During this period, he has served in multiple management positions and contributed articles on related subject matter to several distinguished financial publications.

David received his degree in economics from George Mason University, and his designations include being a Chartered Retirement Planning Counselor (CRPC®), as well as other pertinent industry certifications.

With nearly 15 years' experience in the financial industry, Tom's primary areas of practice include all aspects of investment management, from monthly income strategies to employee stock options, as well as investment banking, stock analysis, portfolio development, cash management, and business services.

He is a Certified Investment Management Analyst (CIMA^®), a designation earned through the Wharton School of Business. He is also earned the Chartered Retirement Planning Counselor (CRPC^®) designation from the College for Financial Planning, and he graduated cum laude with a degree in finance from Virginia Tech.

To provide support for his clients, Robert combines his experience and knowledge as a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional and Chartered Retirement Planning Counselor (CRPC^®) with his multi-decade background in corporate finance and management. He establishes estate, trust, and charity plans along with plans for educational, retirement, and cash flow needs, along with insurance planning.

Robert is a graduate of Lehigh University with a degree in Mechanical Engineering, and holds an MBA from the University of Kansas. He also earned a Professional Engineering license from the state of California.

_{*Insurance Products are offered through nonbank insurance agency affiliated of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}

David has nearly 15 years of commercial real estate development, finance, sales, and leasing experience. He graduated from The A. B. Freeman School of Business at Tulane University with a bachelor’s degree in science and management, and he earned the Certified Investment Management Analyst (CIMA^®) designation in 2006 from the University of Pennsylvania's Wharton School of Business.

Outside the office, David is an active member of the Investments and Wealth Institute and the International Council of Shopping Centers (ICSC). David sat on the Board of Directors for Zapata Corporation for three years and sat on the Board of The Gesher Jewish Day School in Fairfax, VA for seven years.

_{*Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank N.A. Wells Fargo Bank, N.A NMSLR ID 399801.
CA Insurance License Number: 0C39860. Resident State VA.}

James has more than 15 years of industry experience in financial analysis and portfolio risk management. With his previous firm, James was a Senior Vice President co-managing a large book of client assets. His primary focus for the team is based on leveraging his analytical experience and knowledge, which encompasses his Chartered Market Technician (CMT) designation to provide advice around tailored portfolios and risk management. James received his BS in finance from George Mason University.

Susanna is a Senior Registered Client Associate with over 15 years of experience in the financial industry. She is responsible for the coordination of all client service activity and supervises the team’s administration as it relates to client accounts and regulatory compliance. She received her degree in economics and sociology from George Mason University.

Steve has nearly 15 years of experience in the financial industry and previously worked at Morgan Stanley and Merrill Lynch. He provides operational sales and marketing support for the team and has a hands-on approach to working with high-net-worth individuals.

Steve graduated from George Mason University in 2001 with a BA in advertising, and he currently resides in South Riding, VA, with his wife, daughter, and son.