Focus Areas

  • Business Retirement Plans
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

Personal Interests

  • Aviation
  • Community Outreach
  • Photography
  • Real Estate
  • Traveling

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:00PM
Tuesday 08:00AM - 04:00PM
Wednesday 08:00AM - 04:00PM
Thursday 08:00AM - 04:00PM
Friday 08:00AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(855) 733-6603

Branch Team

  • Lisa Sohns
    Sr. Branch Office Administrator

Office Address

3701 Pender Drive Suite 525
Fairfax, VA 22030
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