New Professional Joins Team
Charles Schwab tells us that we are in the top 10% of all firms in the country because of our dedicated team and the investment we’ve made in technology. With that being said, we aren’t sitting on our laurels and have invested in a trading / CRM platform that is second to none so we can service our clients better while offering them state of the art reports. In addition, we are growing our team which isn’t as easy as it sounds, because we pay close attention to an individual’s personality, integrity and their values.
I am pleased to welcome Martin X. Shields to our firm as Vice President and Chief Operating Officer. Marty’s responsibilities will include working with clients on their financial planning and investment management, managing the firm’s 401(k) / 403(b) service and helping with day-to-day operations. He has more than 6 years of financial planning and investment management experience working with prominent fee-only firms in a similar capacity. His clients in the past have included multi-generational families, professionals, business owners and executives. He also held management positions for several public telecom companies leading their financial planning and business analysis groups.
Marty is a member of the Financial Planning Association (FPA) and has served on the Board of the Financial Planning Association of Central Virginia. He recently served on the Board of the Rotary Club of Tyson’s Corner and is a past President of the St. Bonaventure Alumni Association of Washington D.C. Marty earned a Bachelor of Science in Economics from St. Bonaventure University and a Master of Economics from Virginia Tech. He also received an Executive Certificate in Financial Planning from Georgetown University and is a Certified Financial Planner™ (CFP®).
It will be a pleasure to have Marty assisting me with client relationships, managing portfolios, developing a new website which will include state-of-the-art reports and overseeing other needs of our practice. He will also compliment our other professionals who have been with this firm for many years; Angela Scesny (Director of Client Services – 14 years), Angie Gavin (Client Concierge – 8 years) and Nora Spiak (Communication and Retirement Specialist – 5 years). Stay tuned for more great news in the coming months as we will announce another new addition, a Certified Public Accountant (CPA), joining our Wealth Management team in September.
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