Experience

Capital Associates, LLC

• United States
• Government Relations Services

• Partner & Co-Founder

  • 1998 - Present

  Our approach to life based Retirement Planning is very simple. We call it Design. Build. Protect. Design a plan built around your life. Build a disciplined and academically grounded Investment Strategy that combines Financial Planning and Relationship Management to protect your wealth allowing you to live the lifestyle you want without outliving your money. Our partnerships with leading companies in the financial services industry will give your family access to a fully-integrated platform that meets your sophisticated objectives. We’ll leverage and customize the right services for your needs, providing a boutique client experience with global-scale resources. Capital Associates, LLC | 6901 Rockledge Dr | Suite 500 | Bethesda| MD | 20817 | Tel: 301.581.4108 I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser I am not licensed in all jurisdictions. CA Ins Lic# OE43985. Neither Capital Associates LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Capital Associates LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Show less