Team profile

What you can expect when you work with us

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

When you work with us, 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.
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Areas of focus

  • Family Finances
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Community participation

Patrick was part of Leadership Prince William's 2016 class and continues to help the community as a board member of Azalea Charities which supports charities in the NoVa area to include aid for wounded warriors, Special Olympics, and Boys and Girls Club. He also serves as a board member of Historic Manassas, Inc. where he sits on the economic development committee, helping in the revitalization and promotion of Historic Manassas.

Ted is involved as a Prince William County Literacy Council volunteer tutor and is also a Certified Tourism Ambassador - The Journey Through Hallowed Ground Gettysburg to Monticello Ambassador.

Our photos

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