Rachel is one of the co-founding partners of Aegis Wealth. For over 20 years, she has served individuals, multi-generational families, trusts, and private foundations, guiding them through a broad range of financial decisions. She enjoys developing long-term relationships with her clients and is grateful for the trust and responsibility that they have placed in her. Rachel provides sophisticated and holistic financial life planning, investment advisory, tax, retirement, estate, and other financial planning services. A Certified Public Accountant, Rachel specializes in incorporating tax planning in all aspects of wealth management.
Prior to forming Aegis in 2005, Rachel was a part of the personal financial consulting practice at Ernst & Young. She provided integrated wealth management services to high net worth clients and executives, delivering advice on a wide variety of financial planning and tax related matters. Rachel was with Ernst & Young for nine years, including her four initial years with the firm’s audit practice.
Rachel is a Certified Public Accountant (CPA) licensed in Virginia and Maryland and a Certified Financial Planner™ professional. Rachel has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute™. She holds a B.S. in Commerce with a concentration in Accounting from the University of Virginia.
Rachel lives in Northern Virginia with her husband and two sons. She enjoys spending time with her family, watching her sons play youth sports, playing tennis and piano, and reading.
Paul is a co-founder of Aegis, and like the other co-founders is a veteran of the personal financial consulting practice at Ernst & Young from the late 1990s. He has many client families still with him from his Ernst & Young days. In the past 22 years he has helped successful families navigate a boom, a bust, another boom, another bust, another boom, and one pandemic. Things change.
Paul’s career is proof that life is what happens while you’re making other plans. He received degrees from the University of Michigan and American University Law School, then passed the Maryland bar in 1992. He practiced law for six years, primarily in the courthouses of suburban Maryland. His career took an abrupt left turn in 1998 when he was recruited by a running buddy into the then-burgeoning personal financial consulting practice at Ernst & Young. Metro D.C. was awash in entrepreneurial prosperity and he found a place solving complex tax, investment and financial planning issues for business owners, professionals and executives. Encouraged by his clients to do so, he left Ernst & Young to start his own firm in late 2001 which later became part of the creation of Aegis in 2005.
Paul lives in Gaithersburg, MD with his wife Becky. They have two grown children. He spends his free time riding his bike, running, playing golf and poker. Having been born and raised in the DMV, he spent decades becoming fully prepared never to see his Capitals win a Stanley Cup or the Nationals win the World Series. Thankfully, things change.
A co-founding partner of Aegis, Viveka provides comprehensive wealth management services to private clients, trusts and non-profit organizations. She fosters enduring, consultative relationships with her clients which include multi-generational families with sophisticated investment, tax, and estate transfer planning needs. Viveka particularly values helping her clients to align their financial planning with their broader life goals, including maximizing charitable giving opportunities.
Prior to forming Aegis in 2005, Viveka was a part of the personal financial consulting practice at Ernst & Young in McLean, Virginia. Viveka is a graduate of Georgetown University, where she earned a B.A. in History, and the University of Maryland, where she earned an M.B.A. and M.S. in Finance. She is a Certified Financial Planner™ professional and has earned the Certified Investment Management Analyst® designation from the Investment & Wealth Institute™.
Originally from the DC area, Viveka resides in Baltimore with her two children. In her free time, she enjoys gardening, cooking, working on her golf and tennis swings, and being walked by her Weimaraner. Viveka is Treasurer and a former member of the Vestry of St. David’s Episcopal Church in Roland Park.
Jean combines keen analytical skills with business acumen to serve Aegis clients. With Aegis since 2006, Jean became a principal of the firm in 2014. Jean takes time to ensure comprehensive planning truly reflects the client’s personal goals. She delights in motivating clients to achieve their goals – savings targets during wealth creation, spending plans during wealth preservation, and strategic actions for wealth transfer.
In addition to her M.B.A. from the Wharton School at the University of Pennsylvania, Jean holds a Master’s degree in Chemistry from the University of Maryland and a B.S. in Chemistry from Williams College in Massachusetts. She earned the Certified Financial Planner™ designation in 2009.
Prior to Aegis, Jean worked for fifteen years at ICF Consulting, preparing environmental and economic analyses for government and private sector clients.
She is deeply committed to involvement in her community. Jean holds leadership positions at St. Columba’s Episcopal Church. She lives in Chevy Chase, Maryland with two awe-inspiring daughters, a rambunctious (and perpetual) puppy, and a semi-tolerant cat.
Mike takes a holistic approach to foster a broad understanding of his clients’ financial priorities. Skilled at addressing details while also maintaining a big picture view, Mike strives to keep the financial plan and portfolio strategy in continuous alignment. The father of young children, Mike relates well to second generation clients and enjoys educating them about portfolio construction, retirement and education planning.
Mike graduated from Towson University with a B.A. in Economics. Prior to joining Aegis, Mike worked at Armstrong, Fleming & Moore in Washington, DC for seven years, initially as a college intern. Upon graduating in 2006, he accepted a full-time position as the firm’s Head of Operations. Mike was swiftly promoted to Portfolio Analyst in 2008 and earned the Certified Financial Planner™ designation in 2012. In 2013, Mike joined Aegis as a Wealth Advisor with the goal of working to build and maintain high level relationships with his clients while learning the internal functions of the firm. He was then provided the exciting opportunity to become a Partner at Aegis in 2018.
Mike lives in North Potomac, Maryland with his wife, two daughters and their dog, just minutes away from where he was born and raised. In his spare time, Mike enjoys time spent with his family, whether it is biking, hiking, swimming or assisting in coaching his daughters’ basketball and soccer teams. Mike also enjoys working on his golf game, playing chess and long distance running in hopes of one day meeting his goal of running a marathon. Mike and his family also try to spend summer weekends at their family beach house as much as possible.
Andrea works closely with all members of the Aegis Wealth team to provide financial planning analysis and support. A former professional musician and educator with a passion for personal finance, Andrea was drawn to the power of financial planning to positively impact people’s lives. Andrea completed the CFP® Education Program at the College for Financial Planning in 2018, after which she passed the CFP® Certification Exam and joined the Aegis team. She enjoys building strong client relationships, providing personalized recommendations and service, and helping to craft unique financial plans for each client.
In addition to her Certificate in Financial Planning, Andrea holds a Bachelor of Music and Certificate in Music Theatre from Northwestern University, and a Master of Music from the Maryland Opera Studio of the University of Maryland, College Park. Prior to her work at Aegis, she ran a private voice studio, where she worked with young singers to hone technical and musical skills, and sang with organizations including Baltimore Lyric Opera, Wolf Trap Opera and Lake George Opera Outreach. Andrea was inspired to pursue a new career challenge when she discovered financial planning as a profession - it was an ideal way to combine her interest in personal finance with her desire to help and educate others.
Andrea lives in Greenbelt, MD with her husband and two sons. She has served in various leadership positions in her community; most recently on the Board of the Friends Community School Parent Association, and as a member of the Investment Committee of Greenbelt Homes Incorporated. When Andrea is not at Aegis, she enjoys experimenting in the kitchen (especially baking with her sons!), playing piano, reading, dance, and exploring the DC Metro area with her family.
Often described as the linchpin of Aegis Wealth, Yvonne manages the firm’s office and daily operations. In addition to prioritizing client service matters, Yvonne also provides internal support to the Aegis team. She has been with Aegis since 2014.
Yvonne graduated from Fairfield University with a B.S. in Finance. She has had jobs in banking, defense contracting, and teaching. Yvonne has a long history of community service – her volunteer work includes treasurer positions with PTA and church organizations, and running various charity events. In addition to her work at Aegis, Yvonne is a piano instructor; her studio participates in the American College of Musicians’ annual Piano Guild competition.
Before joining the Aegis team, Yvonne was a stay-at-home mom to her three children. She is a native of Maryland, and while she loves to travel all over the world, her love of the DC Metro area keeps her rooted there. Outside of work, Yvonne is very involved in her local church, enjoys reading, playing games, and swimming.