Andersen

Charles Fisher Jr. is a CFP®, CFA®, PFS™, and Series 65-registered advisor with 23 years of industry experience. He currently works at Andersen and was previously with Reilly, Fisher & Solomon Investment Advisors, Inc. and Reilly, Fisher & Solomon, P.A. for over two decades. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, emphasizing consolidated performance reporting and integrates investment advice with tax and financial planning.

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 at Andersen with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andersen Tax LLC since 2006. Andersen provides full-service investment consulting, limited professional consulting, and performance measurement and reporting to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, focusing on strategic investment plans, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning.

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 at Andersen with 21 years of industry experience. He has previously worked at Ausdal Financial Partners, Inc. and has ongoing roles with HJN Advisors, LLP and Hamilton Juffer & Associates LLP. Juffer also serves as a trustee for family trusts. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, focusing on strategic investment planning, portfolio optimization, and consolidated performance reporting integrated with tax and financial planning services.

Leigha Pope is a financial advisor at Andersen with a Series 65 credential and nine years of experience at the firm. She previously worked at the University of Maryland for three years. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, focusing on non-discretionary investment advice and integrated tax and financial planning services.

Kevin Draudt is a CFP® professional with five years of experience in financial advising. He is currently with Andersen in McLean, VA, where he has worked since 2022. His prior experience includes roles at Valeo Financial Advisors, Atlas Financial, Abacus Planning Group, and Coliseum Wealth Management. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax and financial planning.

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® professional at Andersen with one year of industry experience. He previously worked at Andersen Tax LLC and Sullivan Bruyette Speros and Blaney LLC. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Keegan Stroup is a CFP® professional with 17 years of industry experience, currently affiliated with Andersen. He has been associated with Wtas LLC since 2010. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax and financial planning.