Phone: (571) 375-4467
As a native of the Washington DC Metro area, Chip is a deeply committed financial services professional with an extensive background as a Financial Advisor as well as in executive leadership. For 17 years Chip has served his clients by taking a comprehensive approach to wealth management utilizing investment, tax, retirement, insurance, and estate planning to create strategies aligned with each individual need. His ultimate goal is to establish long-term relationships with the families he serves by guiding them through the accumulation, preservation, and distribution phases of their financial life-cycle.
Chip maintains the Series 7, 66, and 24 (General Securities Principal) registrations along with Life and Health insurance licenses. His past affiliations have been with Capital One and Chevy Chase Financial Services. Chip is also a Certified Financial PlannerTM CFP® professional and was recognized as a Top Advisor in the Washington Metro Area by the Washingtonian* in 2017. He is a graduate of the University of Maryland with a BS in Finance and Marketing.
Chip resides with his wife Alicia and their children Maya and Mason in Vienna, VA. He is an outdoor enthusiast who enjoys hiking, trail running, and exploring other parts of the world.
*Washingtonian – Top Wealth Advisors (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.