Henry “Hank” J Shields IV, CFP®, AIF®, CPFA

Senior Consultant

I think I have the best career in the world.  It seems hard to believe that I started in this industry about 17 years ago, but when it doesn’t feel like work, the time does seem to fly by you.  Before becoming a financial advisor, I founded a couple of restaurants in DC with close friends of mine.  That experience has given me a unique insight to the struggles and successes of business owners.  For me, that’s what is so rewarding about this career:  helping hardworking individuals and businesses achieve their financial goals.

There are a bunch of boring credentials below, but I have found you can learn more about a person by meeting with them.  Please feel free to reach out to us. I’d be happy to meet with you.

• BA, Political Theory- The Catholic University of America
• CFP^® – George Mason University
• AIF^® – Accredited Investment Fiduciary
• CPFA- Certified Plan Fiduciary Advisor

Causes

• Special Olympics, Wounded Warrior Program, St Jude’s Hospital, Hartwood Foundation, National Law Enforcement Officers Memorial Fund