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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
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.
Certifications
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.
Experience
For the last...
Craig Beden (CRD# 1319333) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 39 years of experience in the finance industry.
Aaron Benway (CRD# 4459024) is an Investment Advisor Representative working at Ab Financial Planning And Investments, LLC in Mclean, VA and has over 7 years of experience in the finance industry. Aaron Benway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry. Gordon Bernhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Maureen Bigger (CRD# 4173079) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in Mclean, VA and has over 23 years of experience in the finance industry. Maureen Bigger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Birks (CRD# 2216533) is an Investment Advisor Representative working at Birks Financial Corp. in Mclean, VA and has over 27 years of experience in the finance industry.
Clark Bixler (CRD# 5773153) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Jonathan Bjoring (CRD# 3181757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 24 years of experience in the finance industry.
Brenda Blisk (CRD# 1470911) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 38 years of experience in the finance industry. Brenda Blisk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Blisk (CRD# 2155652) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 32 years of experience in the finance industry.
Norman Bloom (CRD# 23933) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 33 years of experience in the finance industry.