Our team approach provides ongoing education that benefits not only the clients we serve, but the Financial Planners as well.

Who We Are

With over 30+ years of experience in the financial services industry, we have seen it all.
We listened to our clients and decided to build a firm that is client-focused first. There has been a resounding feedback that our clients want education, transparency, and attentiveness. Our combined experiences have led us with the goal to build a financial planning firm that is focused on these goals.

David Fei

Financial Planner / Founder

David has been in the financial services industry for over 20 years. He has a wide range of backgrounds and experience in personal finance. He uses the knowledge gained from them to help families plan for life’s challenges (retirement income planning, educational planning, investment risk assessment, etc.)

David Holds the CFP® (CERTIFIED FINANCIAL PLANNER™) as well as the ChFEBC℠ (Charter Federal Employee Benefits Consultant), and the AIF® (Accredited Investment Fiduciary) designations.

David enjoys his off time with activities for his girls, basketball on the weekends, and mountain biking whenever he can.


Brennan Rhule

Financial Planner / Founder

Brennan graduated from Virginia Tech’s CFP Board-Registered program. He holds the CFP® designation and practices as a CERTIFIED FINANCIAL PLANNER™ professional. Brennan has worked with many federal employees over the years which has led him to become a Chartered Federal Employee Benefits Consultant (ChFEBC℠). He also is an Accredited Investment Fiduciary (AIF®) and holds his series 7 and 66 licenses.

Brennan has lived in the Washington, DC area for over 10 years. He now lives in Alexandria, VA with his wife, golden retriever, and bernese mountain dog. He enjoys backpacking, rock climbing, and playing ice hockey in his free time.