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...
Jacqueline Matthews (CRD# 2510162) is an Investment Advisor Representative working at Investment Pod, LLC in Potomac Falls, VA and has over 5 years of experience in the finance industry.
George Khalsa (CRD# 1094736) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Potomac Falls, VA and has over 35 years of experience in the finance industry.