Background & Focus:
With a genuine passion for helping people navigate their financial lives, Reece takes a holistic and highly personalized approach to financial planning. Every client relationship is built on trust, transparency, and a deep understanding of what truly matters — your goals, your values, and your vision for the future.
By carefully analyzing all aspects of your financial picture, he provides detailed, actionable strategies tailored to your unique situation. Through ongoing conversations and thoughtful planning, Reece is committed to building long-term relationships and delivering guidance that evolves with you.
Leveraging every resource available — from comprehensive planning tools to a broad network of professionals — we work to create a clear and confident path forward so you can focus on what matters most: living the life you’ve imagined.
Education & Credentials:
- Bachelor of Economics from Boston University
- CERTIFIED FINANCIAL PLANNER
- FINRA Series 7 & 66
- CA Insurance License (4327028)
Away from the Office:
A native of Skaneateles, NY, Reece now resides in Washington, DC with his wife Hanna. After playing Division I lacrosse at Boston University, Reece went on to play 4 years in the Premier Lacrosse League, where he won a World Championship in 2023 with the Utah Archers. In his free time, Reece loves to golf and play hockey. He enjoys spending time exploring DC and Alexandria with Hanna and his dog Penny.
