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 in Mount Airy, MD, Garrett enjoys cooking, snowboarding, and playing guitar in his free time.

Previous Experience

  • Intern at SageVest Wealth Management
  • Wealth Management Intern at Wealthspire Advisors
  • Intern at Ohio Financial Planning, LLC

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance