As the founder and President of the firm, I am responsible for the strategic direction of our clients’ financial lives as well as for that of the Agili team. With more than 35 years of experience, I have extensive expertise in providing our clients with financial strategy, investment management and financial planning.
Education:
- Bachelor of Science in Finance, The Pennsylvania State University
- Master of Business Administration, Drexel University
Professional Achievements:
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
- Named a Top 1,200 Financial Advisor by Barron’s
- Ranked in the FT300, Financial Times’ Top Financial Advisers list
- Named a Best Financial Advisor for Doctors by Medical Economics
- Ranked as a Best Financial Advisor for Dentists by Dental Practice Management
- Listed as a Five Star Wealth Manager in Richmond Magazine
Professional Organizations:
- Chairman, Director, National Association of Personal Financial Advisors (NAPFA)
- Director, NAPFA Consumer Education Foundation
- Director, Virginia Small Business Financing Authority