Profile

Financial Advisor / Wealth Management

Finance

B2B Loudoun

B2B Vice President

Financial Advisor with over 25 years of experience working with businesses and individuals in the National Capital Region.Hold certifications such as:
-CERTIFIED FINANCIAL PLANNER (R) professional
-Accredited Investment Fiduciary (AIF(R))
-Certified Exit Planning Advisor (CEPA)
-Qualified Plan Financial Consultant (QPFC)
-Retired Colonel, U.S. Marine Corps Reserve, veteran of Operation Enduring Freedom in Afghanistan.
B.A. Personnel Administration, University of Kansas

TNT Financial Services LLC

Financial Advisor

Financial Advisor with over 20 years experience providing small to mid-size employers with, customized retirement plans, key employee incentive plans, and business consulting services designed to enhance operational efficiency while maximizing profit.

-Financial Planning & Advice (hourly & project-based)
-Customized Investment Management (including alternative investments such as real estate, oil& gas and private markets)
-Business Consulting & Succession Planning
-Divorce Planning

-Small to mid size law firms, consulting firms and professional service firms
-Veteran and Family-owned businesses
-Busy executives and professionals strapped for time and needing a "personal CFO"
-Individuals going through the divorce process

20-49

$1M-$15M