With over 21+ years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 as an executive at the firm I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President. In 2009 I entered into agreement to buyout a renowned broker/dealer, Manna Wealth Management formerly known as Manna Financial Services Corporation, a distinguished investment firm since 1962. As CEO of a 57 year old investment firm we have catered to clients from every walk to life. In furtherance of our office expansion outside of Washington DC, in 2016 we opened a Miami Office to cater to clients living in the south.
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. Committed to helping my community prosper, I am active with the Kassir Foundation.
You can contact me via email at: [email protected]