Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Financial planning for small business
  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Community participation

Interests

In his free time Kingsley enjoys traveling internationally to learn about diverse cultures, playing "bad" golf, and spending time with family and friends. He also volunteers regularly with Sasha Bruce Youthwork and R4 Resources, who both work to positively impact our at need less fortunate DMV residents.