I offer clients more than 24 years of professional experience and 18 years of financial services, financial planning, and investment management/consulting experience. I founded Corbett Road in 2002, have earned the professional designations of CFP®, MBA, and AWMA® and hold multiple FINRA licenses. I am a native of Maryland, reside in Northern Virginia, and have degrees from the University of Delaware and University of Baltimore. I am also a member of the Financial Planning Association.About Corbett RoadCorbett Road has provided customized Wealth and Investment Management solutions to clients since 2002. As a client of ours, you prioritize both the growth and preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.Wealth ManagementThere is a significant difference between “having enough” and living a life that’s aligned with your values, beliefs, and goals. We believe an individual or family’s true wealth is best measured by their fulfillment/abundance across four essential domains: ethos, economic, experience, and empowerment. smartlife™ aides you in achieving the balance among the “Four E’s” that is optimal to living your version of an extraordinary life.Investment ManagementCorbett Road offers both asset allocation and tactical investment solutions to clients. By combining traditional asset allocation with multi-factor tactical strategies, we are not only able to lock in on a risk target that is specific to you, but have elements of the portfolio that enable you to be more proactive, reactive, and adaptive to changing market conditions and significant recessionary pressure when it presents itself.