As a wealth advisor for people with $1MM or more in investable assets, my mission is to lead my clients to financial freedom in a way that is consistent with their values, upholds their dignity, and is based on noble intention.
I help my clients to navigate a world filled with financial uncertainty, by enabling them to do the following:
- Develop and implement a financial plan to keep their families on the right path
- Make smarter decisions in today’s uncertain political, economic and social environment
- Mitigate taxes
- Take care of their heirs
- Ensure assets are passed down to the next generation
- Pursue a charitable giving strategy, if desired, that is in line with their family’s values and mission
While what I do is outlined by the list above, the most important thing I do on a daily basis is understanding each family’s values, beliefs, goals, and the wishes they have for their future generations. I hold the Chartered Life Underwriter (CLU) and Financial Services Certified Professional (FSCP) designations from The American College of Financial Services.
I earned a B.A. in Philosophy and Literature from Mount Angel Seminary and an M.A. in Interdisciplinary Studies from the University of Oklahoma with an Emphasis in International Relations. I am a member of the Catholic Financial Planners Network and am featured on Wealthtender as a Catholic Financial Advisor.
I am a grateful follower of Christ and a lifelong Catholic. Although many of my clients are of the Catholic faith, not all of them are – I work with anyone who shares the same beliefs and moral foundation as I do, regardless of their faith background. My values and ethics, flowing from my religion, are central to who I am and how I treat my clients.
Together my wife and I are raising five children in Prince William County, Virginia. Our Catholic faith is central to our family’s life and we regularly volunteer in our parish community.
If you would like to connect, please kindly send me a note.
Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC.
*The Financial Services Certified Professional (FSCP) designation offers product and skills training as the foundation for career-long learning. The FSCP designation is earned by advisors who complete five elective courses, fulfill the ethics requirements, pass the certification course and the proctored designation exam.
The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability, and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round Table or any client.
