
Good financial planning is about your goals and purpose. I help people build their plan based on their goals and purpose.
cerosfs.com
americanexpress.com
onedigital.com
aboutschwab.com
advisorshares.com
castlehill.consulting
cmgprivatewealth.com
Senior Vice President- Financial Advisor
QM Advisors
• www.linkedin.com/company/qm-advisors
May 2024 - Present
Great Falls, Virginia, United States
Consultant
Castle Hill Consulting, LLC
• www.linkedin.com/company/castle-hill-consulting-llc
Jun 2015 - Present
Washington D.C. Metro Area
Vice President Retirement Services
OneDigital
• www.linkedin.com/company/weareonedigital
May 2022 - Mar 2024
Reston, Virginia, United States
Relationship Manager
TimeScale Financial
• www.linkedin.com/company/timescalefinancial
Jan 2021 - Dec 2023
Washington DC-Baltimore Area
Chief Compliance Officer
AOG Wealth Management Inc.
• www.linkedin.com/company/aog-wealth-management-inc-
Aug 2019 - Dec 2020
Great Falls, Virginia, United States
Senior Wealth Advisor
AOG Wealth Management Inc.
• www.linkedin.com/company/aog-wealth-management-inc-
Mar 2019 - Dec 2020
Great Falls, Virginia, United States