Experience

David has extensive experience delivering customized wealth management, financial planning, and asset protection strategies to high net-worth clients. He focuses on investment management, combining modern portfolio theory with cash flow analytics to build and manage client portfolios for the long term. The relationship aspect of his practice, however, continues to be his priority. Whether with an individual or institutional client, David has never underestimated the importance of listening to his clients and really hearing what they have to say. He strives to take a truly hands-on, personal approach with each relationship, creating an exclusive client experience.

In his over 25 years of industry experience, David has earned several professional designations. He is a Certified Private Wealth Advisor ® professional and Certified Investment Management Analyst® practitioner, certifications administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business and The Wharton School at the University of Pennsylvania, respectively. David earned his Certified Portfolio Manager® designation from Columbia University and the Portfolio Management Institute. David is also a Chartered Retirement Planning Counselor ^SM, a professional designation awarded by the College for Financial Planning®. David also earned the CEPA designation through the Exit Planning Institute. This dedication to ongoing education has deepened his understanding of both the challenges and opportunities facing his exclusive group of clients, and has prepared him with the expertise to address their most complex financial issues and most important goals.

David graduated from the University of Maryland with a B.S. in finance. He also holds Series 7, 31 and 66 securities licenses as well as licenses in health, life, variable annuity and variable life insurance. 

CA Insurance License #0D25694

Richard helps individuals and their families realize their goals through comprehensive financial planning. He strives to exceed client expectations by delivering thoughtful, personalized advice and providing impeccable client service. Richard studied business at the University of Miami, and has over 25 years of industry experience. Richard also earned the CEPA designation through the Exit Planning Institute. As a Certified Exit Planning Advisor, he understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond

He is dedicated to giving back to his community, serving on the board of directors of the Jewish Social Services Agency (JSSA) which helps families across the DC metro area meet physical, social and emotional challenges. Richard is also a member of the Amity Club of Washington, which focuses on philanthropic and social activities. Richard and his wife, Tamara, have lived in Washington for over 30 years and have two grown sons.

CA Insurance License #0G90912

For over 15 years, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals and business owners. She focuses on helping her clients achieve success across all aspects of their financial lives, while providing an exceptional level of service.

Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management to arrive at the optimal asset allocation. As circumstances in her clients' lives change, the plan evolves and adjusts, giving them the confidence to move forward no matter what challenges come their way.

Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. She earned the Chartered Retirement Planning Counselor^SM designation through the College for Financial Planning®. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond

Karen graduated with a B.S. in finance and a B.A. in psychology from the University of Maryland, which she attended on a full scholarship. She holds Series 7, 66, and 31 securities licenses and is life, health, and long-term care insurance licensed. Her passion for traveling and learning about different cultures has taken her to over 25 countries, but as a fourth generation Washingtonian, she is proud to call DC home.

CA Insurance License #0M39025

As a Financial Advisor and the team's lead financial planning specialist, Dani leverages her love of problem solving in helping her clients meet their financial needs and achieve their financial goals. Her unwavering work ethic is still driven by a deep-seated commitment to helping others.

As a key member of Washington Wealth Management, and firm believer in the team's core concepts, Dani helps to provide analytical insights, comprehensive financial planning and personalized investment advice to the team's clients.  

Starting off as a pre-med student at George Washington University, Dani later graduated from Ursinus College with a B.A. in Business and Economics, minoring in biology. She also holds a Certificate in Financial Planning from the Georgetown School of Continuing Studies and the Accredited Wealth Management Advisor® designation. Dani joined UBS in 2013. As a Wealth Planning Analyst, she provided holistic financial planning advice to high and ultra-high net worth investors throughout the DC Metro area; experience which has been put to good use since she became a Financial Advisor in 2015. 

Outside of the office, Dani enjoys traveling near and far with her husband Troy, and volunteering at local animal rescues.  Raised in Doylestown, PA, Dani has fallen in love with the DC area and now envisions herself a lifelong DC resident. 

CA Insurance License #4168965

Susan truly sees client service as an opportunity to create an exceptional experience for clients—from their first impressions with the team and continuing throughout their entire relationship. With more than a decade of experience, she provides a foundation for the practice in a multitude of client service areas. She performs a key role in the day-to-day operations of the team, ensuring effective and efficient processing of client requests.

Susan entered the financial services industry in 1999 and holds Series 7 and 63 securities licenses. She graduated from American University with a B.A. in sociology.

Susan lives in Bethesda, MD. She is a world traveler and enjoys visiting her two grandsons in Los Angeles every chance she gets.