Washington D.C. Team

As an advisor, my goal in helping clients is to make sure that they feel heard. By doing s...

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Chris Hoffa, CFP®, CPA

Lead Advisor

I help clients live a richer life by working to provide them with peace of mind

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Connor Upham

Associate Advisor

I help clients live a richer life by looking beyond the numbers to understand what truly b...

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DJ Miller

Associate Advisor

I help clients Live a Richer Life® by understanding clients unique goals and circumstances...

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Gabrielle Sabatini

Associate Advisor

I strive to make a positive impact by establishing genuine connections with our clients an...

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Hannah Yi

Senior Client Administrator

I help our clients live a richer life by building strong connections, ensuring their needs...

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Jacob Siuta, CFP®

Advisor

I guide clients in aligning their wealth with their values and objectives, enabling them t...

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Jane Anderson

Associate Advisor

I strive to build strong and genuine relationships with our clients in order to assure the...

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Jennifer Mejia

Senior Client Administrator