Broker Check

In The News

July 2017

Pat contributed to an industry magazine on an article that discussed social security and its weaknesses.

March 2017

Pat contributed to an article for Yahoo Finance entitled Smart Personal Finance Moves if You're Leaving the Military. 

October 2016

Pat contributed to an article for Reuters News that dealt with "Going Back Home".  The article focused on people who move and then relocate back to where they started.  

June 2016

Pat contributed to an article in Money Magazine entitled "How Military Retirees Can Budget for Health Care Costs" which focused on tips for dealing with the ever increasing costs of health care in retirement.

January 2016

Pat contributed to an article on CNBC.com "Want to Relocate in Retirement? Think Before you Start Packing" that focused on things to consider before you move.

March 2015

Pat contributed to an article for Reuter's entitled "Three Tax Loopholes for the Merely Middle Class" that focused on common tax deductions.

November 2014

Russ contributed to a Money Magazine article entitled "Time to Get Going” where he provided financial advice to a young couple as they start planning for retirement.

Greg Grimsley joined WealthCrest.

May 2014

Russ was quoted in a CNBC web article by Sarah O'Brien entitled "Offbeat Collectibles can be Right on the Money”.

December 2013

Russ was featured in the trade publication Investment News, in an article entitled "Adviser Military Backgrounds Can Earn Veteran Clients' Trust” by Sarah O'Brien.

November/December 2012

Russ was interviewed about saving and preparing for retirement which aired several times on "The Daily Briefing" with Nancy Lyons, a WNEW-AM 1580 Gov.Biz radio show.

Pat earned the Chartered Financial Consultant (ChFC®) designation. ChFC® is an advanced financial planning designation that allows him to better meet the advanced financial planning needs of individuals, professionals and business owners.

August 2012

Pat contributed to an article in Kiplinger's Personal Finance magazine. The article was titled "When to Retire From the Army"

July 2012

Pat completed a course of study and earned The Chartered Life Underwriter® (CLU®) designation. CLU® is noted as the world's most respected designation of insurance expertise and expanded Pat's in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Pat and Russ provided pro-bono financial counseling for wounded warriors under the Homes for Our Troops Program at Walter Reed Hospital in Bethesda, Maryland.

June 2012

Russ earned the Chartered Financial Consultant (ChFC®) designation. ChFC® is an advanced financial planning designation that allows him to meet the advanced financial planning needs of individuals, professionals and business owners.

March 2012

Pat contributed to an article for Kiplinger's Personal Finance Guide for Military Families. The article discussed financial strategies to consider before and after deployment. Strategies Before and After Deployment

January 2012

Pat contributed to an article for The Military Finance Guide 2012 published by AmeriForce that dealt with Debunking House Buying Myths. This article can be read at: AmeriForce 2012 Finance Guide

November 2011

Pat's latest bi-monthly article for the Navy Mutual Aid Association's print newsletter can be read at: Fall 2011 Edition

October 2011

Russ represented the Financial Planning Association at the DC Financial Planning Day where he provided pro bono financial counseling to low income families.

July 2011

Pat's latest bi-monthly article for the Navy Mutual Aid Association's digital newsletter can be read at: Summer 2011 Edition

April 2011

Pat's latest bi-monthly article for the Navy Mutual Aid Association's print newsletter can be read at: Spring 2011 Edition

March 2011

Pat contributed to an article for the Washington Post that offered tips for military families moving to D.C. This was part of a larger article that dealt with the topic of understanding military home buyers. Tips for Military Families

Pat spoke to the Business classes at South County Secondary School where he talked about financial planning and investments.

February 2011

Pat was chosen to write bi-monthly articles for the Navy Mutual Aid Associations digital and print newsletter. You can read this month's newsletter at: Winter 2011 Edition

October 2010

Russ represented the Financial Planning Association at the DC Financial Planning Day where he provided pro bono financial counseling to low income families.

June 2010

Patrick and Russ presented financial literacy training to Federal Employees at the Office of Personnel Management in Washington, DC.

April 2010

Patrick represented the Financial Planning Association at the Department of Transportation's (DOT) Financial Education Fair in Washington, DC. This event, which drew between 300 to 400 DOT employees, highlighted the need for financial planning and investing.

February 2010

Patrick completed the course work and was designated as a Chartered Advisor for Senior Living (CASL) awarded by The American College of Bryn Mawr Pennsylvania.

Patrick contributed to an Article for CinC House, a military online magazine. Titled " The Three to Five Year Rule ", the article dealt with the financial aspects of military relocation and home buying.

Patrick took part in the Financial Planning Association's "Capitol Hill Day" where he provided pro bono counseling to staff members of the House and Senate in an effort to increase the awareness of financial planning and the benefits of proper planning techniques.

October 2009

Pat and Russ completed a series of monthly pro-bono financial literacy training for active duty military personnel at the National Geospatial-Intelligence Agency, Fort Belvoir, VA.

June 2009

Pat presented an all day program at the Harvard Center for Astrophysics on retirement planning and investment planning.

March 2009

Russ contributed to an article on Home Front Online, a military advice website. The article was titled "Thrift Savings Plan" which dealt with the benefits of the plan for military members.

February 2009

Pat contributed to an article "A Realistic Way to Plan for Your Military Pension" in Kiplinger's Personal Finance February 2009 Edition

August 2008

Patrick contributed to an article in Kiplinger's Personal Finance that dealt with scams on military personnel.

Patrick was a contributor to the Washington Post's financial section "Ask the Experts" column titled " What's the best way to reduce my everyday expenses ".