QUANTIS WEALTH MANAGEMENT - Key Persons
A Springfield, Virginia native, Eric currently lives in Falls Church, Virginia with his two daughters. In his free time, Eric enjoys taking his family on outdoor adventures; he enjoys staying healthy through all types of exercise, especially biking and hiking. In the summer, you can find Eric deep sea fishing and camping.
Job Titles:
- Senior Investment Research Analyst
Job Titles:
- Principal
- CFP®, CPA, AIF®, CHBC
Ed began his financial industry career in 1991 as a financial advisor with the regional brokerage firm of Ferris Baker Watts in Washington, DC, and in 1994, he joined Commonwealth Financial Network® as an Investment Adviser Representative. Ed's clients range from middle-income families to high-net-worth individuals, including many physicians and dentists.
Ed holds a BA in accounting and an MBA from the University of Pittsburgh. In addition to holding the CFP® and CPA certifications, he is also a Certified Healthcare Business Consultant (CHBC) and holds life, health, and annuity insurance licenses as a representative of Commonwealth Insurance Agency, a full-service insurance subsidiary of Commonwealth Financial Network.
A teacher at heart, Ed takes time to undrestand the financial and tax issues presented to him and educates his clients on his recommendations and alternative solutions. He enjoys teaching tax and financial planning topics and has held workshops and educational seminars for medical/dental professional groups and the general public.
Ed is married with two daughters and lives in Great Falls, Virginia. He enjoys playing music, wine tasting, cooking, traveling, and spending time with his family.
A Springfield, Virginia native, Eric currently lives in Falls Church, Virginia with his two daughters. In his free time, Eric enjoys taking his family on outdoor adventures; he enjoys staying healthy through all types of exercise, especially biking and hiking. In the summer, you can find Eric deep sea fishing and camping.
Job Titles:
- Senior Tax Manager
- Tax Accountant
Jenny is a tax accountant with over 10 years of experience in accounting and taxation of individuals, businesses and fiduciaries including tax planning and compliance. She offers tax and accounting services primarily focused on privately held businesses and individuals with medium to high net worths, as well as fiduciaries and partnerships.
Jenny earned her B.B.A in Accounting from the University of Texas, San Antonio in 2001, and holds her CPA in Virginia and Texas. She also holds Professional Memberships in the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
In her free time, Jenny donates her services to her son's second grade class. She also loves the outdoors and competes in Spartan and other obstacle races during the summer and fall with her family.
Jonathan joined Quantis Wealth Management in 2014 with more than ten years of experience as a personal wealth advisor. He provides individuals, families, and businesses with personalized and comprehensive financial planning services, including guidance on investment, retirement, tax, and estate planning issues, as well as other wealth management needs.
Jonathan earned his bachelor's in economics from George Washington University. After graduation, he began his career at Ameriprise, where he attained his FINRA Series 7 and 66 registrations and earned the Chartered Retirement Planning Counselor SM designation. In 2011, Jonathan added to this by earning his CERTIFIED FINANCIAL PLANNER™ certificate through The American College. As a member of the Financial Planning Association, he continually seeks to increase his knowledge base in a constantly evolving financial industry.
Jonathan's dedication extends outside of the office. In his free time, he is an outdoors enthusiast, avid traveler, reader, and enjoys expanding his palette as a home cook. Jonathan grew up in Newport, Rhode Island. After attending George Washington University, he decided to make the DC metro area home. Jonathan currently lives in Vienna, Virginia, with his wife Jennifer, and cockapoo, Penny.
Job Titles:
- Office Manager
- Office Manager for Quantis
Lulu is the Office Manager for Quantis who provides exceptional customer service to our clients. This includes serving as the initial point of contact to clients and follow-up communications while working to ensure the operations of the office runs seamlessly.
Lulu has spent more than 22 years in the hospitality industry in hotel management. She has owned her own café and was a professional photographer.
Lulu earned her B.A. in Communications with minors in Psychology and Philosophy from Marymount University in Arlington, Virginia.
In her free time, Lulu travels extensively throughout the US and overseas, enjoys spending time with her 3 nieces and nephew, and loves watching tennis.
Job Titles:
- Executive Assistant
- Executive Assistant to Richard
Melinda is the executive assistant to Richard and Jonathan. She earned an economics degree in 2005 from George Mason University and soon after joined Quantis. She has supported Richard ever since, and now at 17 years with our firm, she enjoys amazing relationships with our clients. In her spare time, she enjoys spending reading, volunteering, playing soccer, and traveling. Melinda is from Herndon, Virginia.
Olga, holds a Master Degree in Accountancy and Taxation from the George Washington University. She has wide-ranging experience in audit and tax preparation in a private and public sectors. Olga is also fluent in French and has a Master Degree in Human Resources from Grenoble, France. She enjoys traveling and learning about different cultures.
Job Titles:
- Wealth Management Assistant
Job Titles:
- Junior Investment Research Analyst
Steven is an associate financial advisor who is passionate about helping individuals and families achieve their financial goals. He graduated from Virginia Tech in 2022 with a bachelor's degree in finance and a concentration in financial planning. With a desire to expand his knowledge and expertise, Steven is currently pursuing the Certified Financial Planner (CFP®) professional designation.
In his free time, Steven enjoys following professional sports as he is an avid Washington, D.C. sports fan. He also enjoys collecting baseball cards, volunteering, and spending time with his friends and family.