Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Over 30 Years of Financial Experience
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
For the last...
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 [email protected]
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.
Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA...
Gary Korolev manages a comprehensive Wealth Management practice centered around meetings his clients’ Investment Management, Risk Management, Estate and Retirement Planning needs.
Gary has built his practice with a focus on High Net Worth individuals, families and business owners with financial needs far beyond investment management. His clients are provided with a truly comprehensive wealth strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.
“We take such a comprehensive...
Biljana McKinley (CRD# 4796237) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 13 years of experience in the finance industry.As a wealth advisor, Biljana serves many of Evermay’s high net worth clients. Prior to Evermay, Biljana served as an assistant vice president and wealth advisor at United Bank for more than six years. She holds a B.A. in Business Administration magna cum laude from Texas Lutheran University, graduating in 2003, and earned her Certified Financial Planner (CFP) designation from Georgetown University in 2008....
Sterling Neblett is a Founding Partner of Centurion Wealth Management. His vision for starting Centurion Wealth was to establish a firm focused on guiding and leading clients through the complexities of the interrelated areas of wealth management including investments, taxes, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management.
Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an...