Shawn is an associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD office. With over a decade of experience in customer service and processing roles, he most recently spent two years as a home loan processor for Wells Fargo. He served in other various roles within Wells Fargo, in addition to working for a short time as a medical billing & benefits coordinator at Medical Account Services. Outside of work, Shawn enjoys spending time with his fiancée, daughter, and German Shepherd puppy Roscoe. He is also an avid piano player and Dallas…

Max is a Senior Advisor Associate based in the firm’s Potomac, MD office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships by completing day-to-day tasks. He joined the team from Merrill Lynch, where he spent seven years working first as a financial solutions advisor before transitioning to his role as a portfolio advisor. A graduate of James Madison University, Max now utilizes his skills as a former college ice hockey player to coach a local youth hockey team. He is also an avid golfer, having recently started playing USGA Mid-Amateur golf in…

Garrett is an advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the summer of 2021. As part of the team, he supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process. During his time at Virginia Tech, Garrett served as president of the school’s student chapter of the Financial Planning Association, as technology sector analyst for the Student-managed Endowment for Educational Development (SEED), and was involved in several other clubs and internship roles. Currently residing…

Julie serves as an associate on the Client Operations team, supporting the broader Mid-Atlantic team by processing day-to-day and incoming tasks for the Fulton, MD office. She brings 14 years of experience in the financial services industry, most recently working as a Client Service Assistant at Lynch Retirement Investment Group. Outside of work, Julie resides with her husband in their new home and enjoys reading, listening to True Crime podcasts, gardening, and trying new foods from different cultures. Previous Experience Client Service Assistant at Lynch Retirement Investment Group Education & Credentials Howard County Community College, General Studies

Alice serves as a Client Service Associate in the firm’s Potomac, MD office, functioning as a first point of contact for clients and helping to complete ongoing tasks for the advisor team. Before joining the team, she worked for several years as a client service associate for The Colony Group and as a financial and business analyst for T and T Consulting Service, Inc. Born and raised in China, Alice moved to the U.S. in early 2015 and currently lives in Reston, VA with her dog Moon, a 3-year-old Pembroke Welsh Corgi. Outside of the office, she enjoys reading, traveling,…

Annie is a Client Service Associate in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to complete ongoing tasks. She has a strong background in client service in the financial industry, having spent the last 4+ years in various client-facing roles with other investment advisors and financial firms. Previous Experience Operations & Compliance Administrator at XML Financial Group Client Service Associate at XML Financial Group Client Service Associate at Edelman Financial Engines Wealth Management & Investment Fiduciary Services Client Associate at The Private Bank, Wells Fargo Bank Estate Services Client Associate at…

Corey serves as a Vice President on the Investment Team. He joined the team with more than 20 years of experience, including roles in equity and fixed income securities analysis, alternative investments, strategic asset allocation, and manager due diligence. Most recently, he spent three years focusing on due diligence and manager selection with Portfolio Evaluations Inc., a boutique institutional consulting firm. He also spent nine years at the Ayco Company, a special division of Goldman Sachs Private Wealth Management, where he was responsible for advising client-facing relationship managers on optimal portfolio strategies and broad asset allocation decisions for their clients.…

Shawn is a Senior Associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD office. With a background in banking management, he most recently spent five years as a Brokerage Operations Specialist in the IRA department at Goldman Sachs. Before assuming this role, he served first as a customer service representative, and then as assistant branch manager at SONA Bank. Born and raised in Northern Virginia, Shawn is a DC sports fan who enjoys traveling, trying new foods, and spending time with his dog and family in his free time. Previous Experience Brokerage…

Patricia is a Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides on-site support to one of the firm’s largest offices. Previously, she worked in the banking industry in New York City for more than six years, before moving to the D.C. area late last year. Originally from Bangladesh, Patricia moved to the U.S. in 2010. She is fluent in Bengali and enjoys travelling and spending time with family and friends in her free time. Previous Experience Portfolio Associate at East West Bank Personal Banker at HSBC Education & Credentials BA –…

Mitch is a Senior Associate on the firm’s marketing team and is based in the Potomac, MD office. With a focus on all things digital, he supports the team by managing software integrations, overseeing email and web marketing, and refining the overall digital client-advisor experience. Previously, Mitch worked for a small digital marketing agency, where he spent six years doing marketing automation and graphic design for dentists, doctors, real estate agents, and financial advisors. Originally from California, Mitch now resides in nearby Potomac, Maryland and is an avid reader, movie buff, and meditation/yoga enthusiast. Previous Experience Marketing Coordinator at Elaunchers.com…