Experience

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

To Vic, wealth management has never been about overseeing assets. It’s an interwoven story of a client’s life that reflects their values, traditions and unique personal goals. As a UBS Private Wealth Advisor, a fourth-generation financial advisor with more than 25 years of experience, Vic embraces each “chapter” of that story, providing guidance that ultimately helps clients achieve financial success and confidence in their future. His advice centers on the particular planning and business transition needs of CEO founders, wealth creators, business owners and entrepreneurs.

Vic works with clients and their other professional advisors to help integrate their current objectives and long-term goals into an overall plan. He strives to deliver practical, executable strategies and solutions. Vic’s advice, informed by his professional collaboration with clients’ attorneys and CPAs, reflects their expertise and a consistent approach to managing the complexities of significant wealth.

Accolades and education

• Certified Private Wealth Advisor® (CPWA®)
• Certified Investment Management Analyst® (CIMA®)
• B.S., finance, University of North Carolina

Life

Giving back to his community is the philosophy Vic lives by every day. This legacy includes the contributions of Vic’s late grandmother, Avis Birely, who is credited as the first woman to become the president of the Montgomery County Council Board.

• Board member of Hearts & Homes for Youth and fundraiser for the Birely Home .
• Planned Giving Council for The Place of Hope Palm Beach
• Lombardi Cancer Center of Georgetown’s Men’s Event
• The Association for Corporate Growth (ACG)
• Jubilee Association of Maryland, The Jewish Social Service Agency, The Maryland Technology Council, The Northern Virginia Chamber of Commerce and an Emiratis board member for Easter Seals
• Vic enjoys spending time with his three daughters in Palm Beach, FL and Potomac, MD, physical fitness, skiing, golf and boating

Linh Toomey joined our team as a Client Service Associate in 2024.  Linh began her career at T. Rowe Price, bringing with her 9 years of industry experience in trading, operations, and client reporting.  Her expertise in analysis combined with her genuine and caring nature is an asset to our client service team and to our clients.

Linh is an alumnus of Towson University where she graduated with a B.S. in Finance. She also completed graduate-level investment courses at Johns Hopkins Carey Business School. In 2023, Linh received the Bright Award from the Asian Advisory Council for MOSAIC Asian Heritage Community at T. Rowe Price for her work in organizing cultural events for associates to promote diversity and inclusion within the workplace. Linh will be working side by side with our operational team members, Susan Harrison and Daniel Corr to equally handle all administrative responsibilities and client service requests.

Raised in Baltimore, Maryland, Linh is thrilled to call Washington, DC her new home. Outside of the office, Linh enjoys traveling, practicing yoga, painting, and learning foreign languages.  Linh speaks English and Vietnamese.