image of Loren Danielson

Loren L. Danielson, AWM

Managing Director - Financial Advisor, Senior Consulting Group

202-661-9566
Email |
image of Matt Gray

Matt Gray, CFP®

Associate Vice President, Senior Financial Associate

202-661-9888
Email |
image of Kevin Brewer

Kevin Brewer

Registered Client Associate

202-661-9565

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


advisor

Trust Consultant


advisor

Wealth Management Banker


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