Ross Anderson, CFP®
Founder and Principal
Ross began his career as a financial planner at the beginning of the 2008 financial crisis after studying Finance at Christopher Newport University. While those first years were challenging, they were particularly formative. That experience led to a deep respect for tail risks and unexpected events, and also an appreciation for the resilience of public markets and their ability to recover from adversity.
With over a decade of working with high-net-worth clients, Ross has become a sought-after financial planner. He has spoken at investing conferences across the country. And his planning style focuses on practical solutions rather than unnecessary complexity.
Born into a family of entrepreneurs, Ross is blessed to have parents and an uncle who are small business owners. Those great examples in his life have helped nurture his entrepreneurial spirit, as well as an appreciation for helping others create their own financial freedom.
Ross grew up with a passion for music and playing drums, perhaps most notably performing in the Macy’s Thanksgiving Day Parade. That music interest grew to include DJing, which was a hobby turned business that remains a part of his life today. A life long Virginia resident, Ross currently lives in Fairfax.
Daniel Messeca, CFP®
Founder and Principal
Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.
In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.
Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.
Matt Trogdon, CFP®
Matt Trogdon is a financial planner who lives and works in Washington, DC. He has worked in the financial services industry for 15 years and he entered the field of financial planning because he wanted to help everyday people make better financial decisions. Matt grew up in a family that talked about saving and investing quite a bit, and he recognized the importance that financial fluency has had throughout his life.
Outside of work, Matt teaches financial literacy seminars through Babson College. He also enjoys reading and writing about personal finance, and he spreads the word about saving and investing as much as he can.
Many years ago, Matt graduated from the University of Virginia with a degree in history. He remains an avid history lover and Cavaliers fan today. He lives in DC with his fiancee, Sarah, and their treasured dog, Maisie.