University of South Carolina, Bachelor of Arts, University of South Carolina, Master of Business Administration
Chartered Financial Analyst (CFA) charterholder, Lieutenant Colonel, United States Marine Corps, 1990-present (active duty 1990-1997), Former Adjunct Professor at the American University Kogod School of Business MBA program, Former member of the Board of Advisors at the Moore School of Business at University of South Carolina
CARE Award, Northern Virginia Family Service, 2016, 2017, 2018, Citizenship Award Finalist, Washington Business Journal, 2016, Top Financial Advisor Blogs, Masters in Accounting, 2016, Entrepreneur360, Entrepreneur Magazine, 2016, Goldman Sachs 10,000 Small Businesses Scholar, 2014, Small Gem, Washingtonian, 2013, Best Places to Work, Washington Business Journal, 2013, 2014, 2015, 2016, 2017, A Cool Place to Work, Research Magazine, 2012, Contributor, U.S. News and World Report column, The Smarter Investor, 2010, Top 100 Independent Advisors in America, Registered Rep. magazine (award based on assets under management), 2010, Featured speaker on social media, Barron's Top Independent Advisors Summit (multiple years), 2012, 2013, 2015, No. 1 ranked speaker by all peers on practice management, Barron's Top Advisory Teams Summit, 2014, Featured speaker, Brand New Media Digital Marketing and Media Leadership Council for Financial Services hosted by Bloomberg, 2014, Featured speaker on practice management, Barron's Top Advisory Teams Summit, 2014, Featured speaker, LPL Financial Focus conference and Business Leaders Forum, 2011, 2012, 2013, 2014, Panelist, Securities Industry and Financial Markets Association Social Media Seminar, 2012, Panelist, Money Management Institute Sales and Marketing Leadership Summit, Panelist, IndexUniverse Inside ETFs Conference (multiple years), Panelist, Investment Management Consultants Association Annual Conference, Northern Virginia Magazine, Top Financial Professionals, 2018
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