Experience

Ascend Planning and Consulting, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President

  • Jan 2017 - Present

  3141 Fairview Park Drive, Suite 250, Falls Church, Virginia 22042 Works with business owners, corporations, and individual clients to help them achieve their financial objectives. Executive Benefits Planning, Qualified Retirement Plans and Group Benefits, Financial Planning and Asset Management, Estate and Insurance Planning, and Wealth Management are the major areas of the practice. CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals… Show more Works with business owners, corporations, and individual clients to help them achieve their financial objectives. Executive Benefits Planning, Qualified Retirement Plans and Group Benefits, Financial Planning and Asset Management, Estate and Insurance Planning, and Wealth Management are the major areas of the practice. CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Show less



Equitable

• Canada
• Insurance
• 200 - 300 Employee

• Financial Advisor

  • Jun 2020 - Present

  3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042 Works with business owners, corporations, and individual clients to help them achieve their financial objectives. Executive Benefits Planning, Financial Planning and Asset Management, Estate and Insurance Planning, and Wealth Management are the major areas of the practice. CA License #0E90280 CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully… Show more Works with business owners, corporations, and individual clients to help them achieve their financial objectives. Executive Benefits Planning, Financial Planning and Asset Management, Estate and Insurance Planning, and Wealth Management are the major areas of the practice. CA License #0E90280 CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Show less



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 1994 - Jun 2020

  3141 Fairview Park Drive, Ste 250, Falls Church, VA 22042 Works with business owners, corporations, and individual clients to help them achieve their financial objectives. Executive Benefits Planning, Financial Planning and Asset Management, Estate and Insurance Planning, and Wealth Management are the major areas of the practice.