"At Madison, we are passionate about helping our clients live their dreams. We start by listening, so that we fully understand each specific goal. Then we go into action, developing an “all-weather” investment plan, customized to achieve the desired results. Our reward is seeing our clients reach their goals and live their dreams."
| Madison Wealth Management |
Washington, D.C. |
Co-Founder and President |
2000 - Present |
| Provident Private Bank |
Cincinnati |
Senior Vice President and Managing Director |
1998 - 2000 |
| Bank of America Private Client Group (formerly NationsBank) |
McLean, VA |
Senior Vice President |
1986 - 1998 |
Certified Financial Planner, 2001
Georgetown University, Washington, D.C.
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Graduated with a Bachelor of Arts |
University College, Galway Ireland
The Financial Planning Association
Society of Financial Service Professionals
Loudoun Country Day School, Board of Trustees
Mount Gilead Hamlet, Home Owners Association President
Georgetown University Alumni Interviewer
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