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.

Registered States:
CO, DE, FL, IL, IN, MD, MI, NC, NH, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WV

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.

Registered States:
CO, DE, FL, IL, IN, MD, MI, NC, NH, NV, NY, OR, PA, RI, SC, TX, VA, VT, WV

Freddy has more than 16 years of experience in Wealth Management Services. He is an integral member of the team by providing exceptional service for affluent individuals and high net worth families. He understands the value of every client; time and trust. Freddy studied Economics at Strayer University. He recently completed the Cannon Financial High Net Worth training program and is registered Series 7 & 66. Freddy is married with three children, bi-lingual in Spanish and enjoys spending time with his family.

Registered States:
DC, MD, PA, VA