Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

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.