From a young age, I have been drawn to organizations that emphasize a greater good. Starting with my time as an Eagle Scout, I learned to always be prepared and have a plan. After college, I was privileged to serve in the United States Marine Corps as a commissioned officer. Leading Marines for seven years taught me that integrity can never be sacrificed. I believe these qualities are needed in the financial industry now more than ever.
My job as a financial advisor is to provide the knowledge and experience that you and your family need to achieve your goals. I completed the Certificate of Financial Planning at the University of Virginia, and now carry the CFP® certification. This education has better prepared me to understand and provide solutions for your needs.
We are able to be of service to our clients, be they near or far, in a variety of ways. We offer face to face, virtual and phone appointments based on what is most convenient to you.
My wife, Susie, and I call Alexandria, VA home. We have a Golden Retriever puppy named Kai and a Maine Coon cat named Cinnamon (their happiness is of the utmost importance). In my spare time, I support my local community through volunteer work. I coach volleyball for middle school kids in the Fort Hunt Youth league and am the president of a local business networking group for the Mount Vernon Lee Chamber of Commerce. I enjoy all things sports and love to run.
Focus areas
- Military Professionals & Veterans
- Socially Conscious Investing
- Hispanic Family Finances
- Special Needs Financial Considerations
- Retirement Savings Strategies
- Divorce Finances
Focus Areas
- Military Professionals & Veterans
- Socially Conscious Investing
- Hispanic Family Finances
- Special Needs Financial Considerations
- Retirement Savings Strategies
- Divorce Finances
My Personal Interests
- Running
- Racquetball
- Coaching Sports
- Football
- Pets
Personal Interests
- Running
- Racquetball
- Coaching Sports
- Football
- Pets
Office Information
Office Address
728 JeffersonAlexandria, VA 22314 opens in a new window
Phone Number
Matt Moore at (703) 548-1198Branch Team
- Maria Sherry
- Sr. Branch Office Administrator
- Christina Vloet
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:30PM |
Monday | 08:30AM - 05:30PM |
Tue | 08:30AM - 05:30PM |
Tuesday | 08:30AM - 05:30PM |
Wed | 08:30AM - 05:30PM |
Wednesday | 08:30AM - 05:30PM |
Thu | 08:30AM - 05:30PM |
Thursday | 08:30AM - 05:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:30PM |
Monday | 08:30AM - 05:30PM |
Tue | 08:30AM - 05:30PM |
Tuesday | 08:30AM - 05:30PM |
Wed | 08:30AM - 05:30PM |
Wednesday | 08:30AM - 05:30PM |
Thu | 08:30AM - 05:30PM |
Thursday | 08:30AM - 05:30PM |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Maria Sherry
- Sr. Branch Office Administrator
- Christina Vloet
- Branch Office Administrator
Branch Team
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