FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Costs matter. With that in mind we deliver Full Service Planning and Progressive investment strategies tailored to you in the most cost efficient way possible .
- What is your typical process for working with a new customer?
Initially we schedule a preliminary phone call to learn a bit about what brought here. We then paint the picture and discuss our process and how we work with our clients . Upon learning about one another we schedule an in person meeting.
- What education and/or training do you have that relates to your work?
With 30 years of experience as a wealth advisor, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience, throughout major shifts in the markets, enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 I joined the firm in an executive role, where I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President. In 2009 I acquired Manna Wealth Management, a distinguished investment firm founded in 1962. As Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, we have catered to clients from every walk of life. In furtherance of our expansion outside of Washington DC, in 2016 we opened a Miami office to cater to clients retiring in South Florida. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.