"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. |
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
Whos Who in Executives and Professionals
Georgetown Alumni Club - Washington, DC
Georgetown University Admissions - Alumni Interviewer
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