Wisdom takes time and experience. Wealth management is the same. A CERTIFIED FINANCIAL PLANNING (CFP®) professional with over ten years experience working with successful families.
We are committed to providing advice that is "Always Fiduciary". Our recommendations are guided by what is best for you and your personal situation.
Risk management, Tax Planning, Investment Management, income, and Estate Planning are all parts of Coordinated Wealth PlanTM.
Early on in my career as a Marine I was recognized as future leader and I was selected to become a United States Marine Corps Officer!
After completing Officer Candidate School (OCS) and graduating from University of Arizona with a Bachelor of Science degree, I was commissioned a Marine Second Lieutenant. As an officer I served overseas in Okinawa, Korea, Thailand, and Iraq. After serving honorably for over fifteen years, I decided to settle down in Northern Virginia with his family.
Coming from a close knit family, I know the value of spending quality time and sharing experiences with those you love. I enjoy spending time with my wife and sons exploring the local sites.
“We must all either wear out or rust out, every one of us. My choice is to wear out.” — Theodore Roosevelt
After over 30 years of running, I have completed six marathons and countless half marathons. Annually Lamont participates in local runs to stay in shape.
My most recent accomplishment was running for 453 consecutive days!
We look forward to serving you.