Our Team

Sharan has been interested in personal finance since her days in college.  She earned her Bachelor of Science degree in Accounting and Bachelor of Science degree in Finance from George Mason University with the intent of blending her tax knowledge with her deep understanding of wealth management to help her clients achieve their financial goals.

Sharan’s complete understanding of individual income tax allows her to design client financial plans to utilize favorable tax rates available to individual clients.  Her approach to financial planning is to design portfolios and implement strategies that are tax efficient and are in line with her client’s goals currently and into their retirement years.

Sharan holds her Series 65 license and is a member of the firm’s investment committee.  Sharan will be working on her CFP designation in the near future.

Fred leads our Investment Research team.  As an experienced investment manager, Fred balances our client’s risk tolerance with market conditions to advise our wealth management team members.  He studies investment opportunities, analyzes investment risk, and recommends securities that fit the profile of our clients.  

Fred’s disciplined and purposeful investment style helps to keep our client’s interests and goals at the forefront of everything we do.

Matt’s strength in the marketplace is long-term strategic planning.  Designing an investment portfolio while anticipating unknowns of life is Matt’s approach to wealth management.  He is a patient, keen listener who is focused on easing client concerns and crafting a plan of action.  

From investment planning, to retirement planning, to legacy planning, Matt’s depth of tax and investment knowledge aids in the formulation of his client’s financial plan.  His plans are designed to navigate changes to client’s life situation and circumstances in a tax efficient manner. 

Matt is a member of the ethics committee for the Virginia Board of Accountancy as well as the Virginia Society of CPAs.  With his strong sense of fiduciary duties, Matt was a natural fit to be our Director of Compliance.  Integrity, Independence, and Objectivity are the foundation of Matt’s unbiased opinions.  

Matt has previously served in the capacity as trustee to assist with management of client affairs.  He holds closely his fiduciary responsibility to his clients.  He currently holds his Series 7 and Series 66 licenses.  

Manny is our firm’s client liaison and helps to support the wealth management team in servicing our clients.  Manny is professional and personable and strives to ensure that client needs and expectations are met. Her dedication and attention to our clients makes her an important member of our team.

Manny is dedicated to her personal growth and hopes to one day transition into wealth management. She will be working towards obtaining her Series 65 license in the near future.