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...
David F. Wirth, CFP® is a Fee-Only Financial Planner at AAFMAA Wealth Management & Trust in Reston, VA and has over 20 years of experience in the finance industry.
David 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.
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)...
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Frank founded Forty4 Financial with the mission statement to provide financial planning in a clear and concise way, and with a distinct investment profile with social responsibility at the forefront.
Frank has worked in the financial industry his entire career, encompassing real estate, commercial lending, investment management and as a financial advisor. This diverse background has proven to be a solid foundation to guide his clients through the obstacles and opportunities they may encounter, with a successful client experience being the ultimate goal.
In his spare time, Frank spends time...
Alaric Goth, AWMA® (CRD# 6345733) is a Financial Planner and Investment Advisor Representative working at Mcadam LLC in Tysons Corner, VA and has over 5 years of experience in the finance industry.
Alaric has taken additional exams to become an Accredited Wealth Management Advisor (AWMA®). The AWMA® program is designed for advisors who want to better address the unique needs of high net worth clients. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives....
Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee...