Brian is President of YellowWood Financial Advisors, Inc., and is responsible for the development and implementation of investment policies and strategy for client portfolios, as well as the strategic direction of the investment advisory and planning practices of the firm.
Brian started his career as a Certified Public Accountant, with Arthur Andersen and later joined a local firm in Rockville, Maryland. Brian served as a Partner at Bornstein Redler and Lipton PA for over 15 years, concentrating on taxes, planning, and business consulting services for a client base of business owners and professionals. Later, he merged into the national CPA firm, BDO Seidman, LLP, serving as a tax partner.
During the early 90’s, while practicing as a CPA, Brian shifted his focus to financial advisory services. He became certified as a financial planner (CFP®) and founded YellowWood in 1993.
Through his previous experience as a CPA and current experience as a Certified Financial Planner, Brian is able to marry the years of being a client's financial advocate and putting the client first, with the skills and knowledge of an investment professional. Brian devotes most of his time helping clients accumulate and protect wealth by helping high net worth clients meet their retirement goals, and organizations meet their investment requirements and fiduciary responsibilities. In addition to being a CFP®, Brian is a Certified Public Accountant (CPA) and an Accredited Investment Fiduciary (AIF®).
Under Brian’s direction, YellowWood was named as one of the nation’s top wealth managers, by Wealth Manager Magazine in 2006, 2007, 2008 and 2009.
Brian graduated from Indiana University with honors in 1978, and is married with two children. His hobbies include ice hockey and skiing.
blipton@ywfa.com
240.813.1311
Andy joined YellowWood Financial Advisors in 2008 as a Principal and the Director of Equity Investing. Prior to joining YellowWood, Andy was the founder and President of Falcon Capital Management, a firm specializing in value investing. His strategic value oriented approach drove his firm's goals and achievements for over 17 years.
Andy has been named to Washingtonian Magazines list of Top Money Managers. He was also recommended, as a financial expert, by Washington area professionals in Washingtonian Magazine's "Who to See for Good Advice". Andy was nominated for Worth Magazine's list of Best Financial Advisors and has also appeared and been quoted in various publications.
Andy graduated with honors from Indiana University with a Bachelor of Arts degree in 1988 and received his Master of Business Administration degree in Finance and Investments from The George Washington University in 1990. Andy has served on several Boards of Directors, and has been active in his community. Andy is married and has four children. He enjoys playing sports and traveling.
agoodman@ywfa.com
240.813.1305
Dave is the Director of Operations for YellowWood. Dave is responsible for all aspects of implementation and planning.
Dave works closely in client service. He is hands on, and works directly with client planning and investment solutions. Dave is a key element of YellowWood's ability to provide the personal touch. He is involved in all client service aspects of the firm.
With Dave’s expertise, YellowWood has been named one of the nation’s top wealth advisory firms for the last four years by Wealth Manager Magazine.
Dave came to YellowWood with invaluable experience gained from working in a local mutual fund firm. He graduated from the University of Maryland in 1993 with a degree in accounting. Dave is also an Accredited Investment Fiduciary (AIF®).
Dave is married with two young children and has been a lifelong resident of Montgomery County. He enjoys hang gliding, mountain climbing and spending time with his children.
dwalker@ywfa.com
240.813.1315
Ivy Hecker is a Certified Financial Planner (CFP®) with over a decade of experience in finance and professional services. Her areas of specialization include working with women in transition, assisting families with special needs planning and helping individuals sort through financial issues in times of crisis. She provides comprehensive planning services, but is also available to consult on particular concerns, such as education funding, debt management, or retirement.
Ivy is a graduate of Binghamton University and received her Master of Education degree from Rutgers University in 1979.
ihecker@ywfa.com
240.813.1300
Sandy Joined YellowWood in 2008 as a Project Management Specialist. Her areas of expertise include project planning, communication and regulatory issues. Prior to joining YellowWood, Sandy spent twelve years with the Food and Drug Administration as a Project Management Specialist.
Sandy graduated from the University of Missouri with a Bachelor of Arts degree in 1992. Sandy is married and has two children and enjoys spending time with her family. In her spare time she enjoys the outdoors, playing in a handbell choir and fly fishing.
sfolkendt@ywfa.com
240.813.1301
