Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member of the Investment Committee. He has extensive experience in developing individual tax, investment, and financial planning strategies. Bill has lectured to large employee groups and has been quoted in financial publications as well as The Washington Post. He is a member of the American Institute of Certified Public Accountants, the Financial Planning Association, Virginia Society of Certified Public Accountants, and a Board Member on the CFP® Board Business Model Council. He was also named one of Bethesda Magazine’s 2022 “Top Financial Professionals.”