Experience

Don was born in Washington D.C. and grew up in Montgomery County Maryland. He has lived in Northern Virginia since 1984. After receiving a Masters of Business Administration degree from the University of Maryland, he worked for 3 plus years as a financial analyst at the Board of Governors of the Federal Reserve System in Washington D.C. Don has worked for UBS Financial Services since 1985. He and his wife Susan have three adult sons. Don enjoys going on walks with Susan, reading non-fiction, doing yard work, and classic movies. He is active in his church and has served as a deacon for about 15 of the last 18 years.

Mark grew up in Northern Virginia. He graduated from George Mason University with a degree in Business Management, and is registered Series 7 and Series 66. He enjoys outdoors activities, watching movies, and oil painting. He is currently in charge of business development and marketing for our team.

As the Registered Client Service Associate for the team, David serves as the primary point of contact for all clients. He is responsible for the team's day-to-day administrative and operational duties, client onboarding, and account processing. His exceptional organizational skills enable him to handle all client requests and resolve issues in a timely manner.  David earned a B.A. in Business Administration from San Diego State University.  He holds Series 7, 24 and 66 securities licenses.

David lives in Aldie, VA with his wife and son. In his spare time, he enjoys spending time at the beach with family and playing golf.