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.


  • Bachelor of Science in Finance, The Pennsylvania State University
  • Master of Business Administration, Drexel University

Professional Achievements:

  • Chartered Financial Analyst
  • 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

Community Involvement:

  • Director and Investment Committee, Richmond Forum
  • LEAD Virginia, Class of 2015, Endowment Committee