Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Christian Martin is a CFA® charterholder based in New York, NY, with one year of industry experience. He has been affiliated with Andersen Tax LLC since 2014. Andersen provides full-service investment consulting and performance measurement for individuals, families, and related entities, emphasizing non-discretionary investment advice integrated with tax consulting and financial planning. The firm focuses on strategic investment planning, portfolio optimization, and consolidated performance reporting while leveraging both internal and external resources for manager selection.

Vladimir Guerrier is a CFP® professional at Andersen with one year of industry experience. He has worked at Andersen Tax LLC since 2019 and previously at Wellington Management from 2015 to 2019. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Adam Levy is a financial advisor with Andersen, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Andersen, he worked at AllianceBernstein L.P. and Ernst & Young Investment Advisers LLP. He has been associated with Andersen Tax LLC since 2006. Andersen serves successful individuals, families, trusts, family partnerships, corporate plans, and not‑for‑profit endowments by providing investment consulting that ranges from full-service wealth management to standalone performance measurement. The firm operates as a non‑discretionary advisor emphasizing client communications, integrated tax and advisory services, and forward-looking asset allocation modeling.

Christine Brill is a financial advisor at Andersen with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, emphasizing consolidated performance reporting, strategic investment planning, and integration of investment advice with tax and financial planning.

Mollie Caputo is a CFP® professional at Andersen with one year of industry experience. She has been with Andersen Tax LLC since 2015. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm integrates investment advice with tax consulting and emphasizes consolidated performance reporting and strategic investment planning.

Andrew Kyriacou is a financial advisor at Andersen with 23 years of industry experience. He holds a Series 65 credential and has been associated with Wtas LLC since 2005. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm emphasizes consolidated performance reporting and integrates investment advice with tax and financial planning.

Mary Mc Cormick is a CFP® professional with nine years of industry experience, currently affiliated with Andersen. She has worked at Andersen Tax LLC since 2003. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting.

Eric Sanders is a CFP® professional with nine years of experience in financial advising. He is based in McLean, VA, and has a longstanding association with Andersen Tax LLC, where he has worked since 2006. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Matthew Juffer is a CFP® professional with 22 years of industry experience. He has worked at firms including Ausdal Financial Partners, Inc., HJN Advisors, LLP, Hamilton Juffer & Associates LLP, and KPMG Investment Advisors. He serves as a trustee for the Juffer Family Trust and the Pauline Juffer Trust. Andersen serves successful individuals, families, trusts, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting, frequently integrating these services with tax, valuation, and advisory work.

Leigha Pope is a Series 65-licensed financial advisor with Andersen in McLean, VA, where she has worked since 2017. She has one year of industry experience and previously worked at the University of Maryland. Andersen serves successful individuals, families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Kevin Draudt is a CFP® professional with six years of experience in financial advising. He currently works at Andersen and has previously held positions at several firms, including Andersen Tax LLC and Valeo Financial Advisors. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Brian Ullsperger is a financial advisor at Andersen with 25 years of industry experience. He holds the Series 63 designation and has been with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

David Francis is a CFP® at Andersen in McLean, VA, with two years of industry experience. He has previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC, accumulating eight years at Andersen Tax in total. Andersen serves successful individuals and families, their related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting, often integrating these services with tax, valuation, and other advisory work.

Keegan Stroup is a CFP® professional with 18 years of experience in financial advising. He has been associated with Wtas LLC since 2010 and is currently affiliated with Andersen in McLean, VA. Andersen serves successful individuals, families, and related entities, providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and integrated tax and advisory services.

Daniel Goldstein is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and is currently with Andersen, where he has worked since 2022. Prior to Andersen, he held roles at United Income and Icma Rc. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm offers investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Thomas Galgano is a CFA® charterholder based in New York, NY, with two years of industry experience. He has worked at Andersen Tax LLC since 2020 and previously spent four years at Stonehill College. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments, providing investment consulting that integrates with its tax, valuation, and advisory services. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Daniel Holly is a CFA® charterholder with two years of industry experience. He currently works at Andersen and has previous experience at Andersen Tax LLC, as well as roles at Window Nation, Under Armour, and Johns Hopkins University. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrated with tax, valuation, and other advisory services.

Anthony Rieck is a CFP® professional with two years of experience, currently advising at Andersen in McLean, VA. He previously worked at Andersen Tax LLC for seven years and has held positions at West Financial Services and Sullivan Bruyette Speros & Blayney. Outside of his advisory work, he serves as an NCAA football referee. Andersen serves successful individuals, families, trusts, family-owned corporate plans, and not-for-profit endowments, offering investment consulting through a non-discretionary advisory model that integrates tax and valuation services. The firm emphasizes client communications, consolidated performance reporting, and forward-looking asset allocation modeling.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Christina Bokor is a financial advisor at Andersen with 12 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2016. Andersen serves successful individuals, families, and related entities by providing investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting. The firm operates as a non-discretionary advisor, emphasizing client communications, consolidated reporting, and integrated tax and advisory services.

Jeffrey Bratz is a CFP® with 22 years of experience in the financial services industry. He is currently with Andersen in Des Moines, IA, and has previously worked at Ausdal Financial Partners, HJN Advisors, LLP, First Allied Securities, Inc., and LPL Financial. He is involved in winding down HJN Advisors and transitioning clients to Andersen. Andersen serves successful individuals, families, and related entities, providing investment consulting that ranges from full-service wealth management to standalone performance reporting. The firm emphasizes detailed client communications, integrated tax and advisory services, and utilizes portfolio optimization and forward-looking asset allocation models.