For more than 20 years, Stuart has assisted clients in preserving their legacies through estate, charitable, business continuity planning, and investment management services. He specializes in the disposition and transfer of wealth, whether in the form of stock, real estate, large IRA, or business interest.

Stuart has worked as a strategic advisor with UBS Paine Webber, Morgan Stanley, and Smith Barney, providing planning advice to their high net worth clients. He has published articles on the preservation of assets for future generations, and been a featured speaker on the topic at educational conferences of the financial services industry.

Stuart and his wife, Felicia, have five children and live in Moraga, California. Stuart enjoys competing in the International 505 Class Yacht Racing Association, having won the North American Championship in 1988; more recently, he finished 9th in the 2009 SAP 505 World Championship.

With two decades in the financial sector, John provides clients with broad experience and special expertise in concentrated positions and employee stock options, and is a specialist in tax-efficient diversification.

Before transitioning to the investment management business, John traded stock options on the floor of the Philadelphia and San Francisco stock exchanges. In addition to developing his private practice around his option expertise, he served as Regional Director of Investments for Sagemark Consulting, and as Director of Investments for the Hoerner Planning Group. He has spoken on stock option management at industry educational conferences.

John and his wife, Marilynn, have two children and live in Vienna, Virginia. Among his civic activities, John serves as Director of Planned Giving for his church and on the Advisory Council of the Northern Virginia Community Foundation. John enjoys competing at the highest levels in tournament bridge, having achieved Life Master at the age of 22.