Who We Serve: We specialize in working with clients who have $500,000 or more in investable assets and are seeking a long-term partnership focused on comprehensive financial planning and investment management.
Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360 Rose Price, Financial Planner Dan Lash, Financial Planner Christopher Mellone, Financial Planner