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Christine B

Series 66

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Mary M

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Eric S

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Leigha P

Series 65

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Kevin D

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Brian U

Series 63

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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David F

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Keegan S

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Daniel G

CFA®, Series 65

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Daniel H

CFA®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Anthony R

CFP®

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Christina B

Series 66

McLean, VA

Andersen

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.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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