Experience: Wealth management since 1998 

Education: Bachelor of Science in finance from West Virginia University; Master of Business Administration in international finance from American University  

Based in Modern Wealth’s Reston, Virginia office, Edgar joined the team in October 2025 as a senior advisor. He develops financial plans for clients and enjoys Modern Wealth’s fiduciary and holistic approach with its services, which include investments, taxes, estate planning, insurance, and financial planning. Edgar’s career has featured stops in New York City, Hong Kong, and London, but Washington, D.C. is home, and he’s to serve Modern Wealth’s clients in the D.C. area. 

Before coming aboard at Modern Wealth, Edgar served as a financial advisor for four years at Bank of America/Merrill Lynch in the D.C. area. The clients he served at BOA/Merrill ranged from hedge fund executives and institutional traders to business owners and foundations. His return to D.C. allowed him to showcase his knowledge of the global markets and geopolitical and macroeconomic trends. 

Edgar’s career has also featured stints at The World Bank, UBS, and Friedman, Billings, Ramsey Group, Inc. (FBR). He served as an analyst at The World Bank prior to focusing on institutional sales and trading at UBS and FBR. 

Along with being fluent in Spanish, Edgar learned a lot about other cultures from his time working abroad. He continues to enjoy non-work-related travel with his fiancée, Yulia, and future stepson, Sasha. They also enjoy hiking, attending sporting events, visiting museums, and trying new restaurants together. Edgar’s active lifestyle also includes working out and coaching youth football and baseball. Speaking of baseball, Edgar also shares the same name and birthday as MLB Hall of Famer and Seattle Mariners legend Edgar Martinez. 

Experience: Financial Planning, Client Relationship Management, and Business Development since 2020

Education: Master of Financial Mathematics from George Washington University

Alice joined the Modern Wealth team in April 2025 as a relationship manager and financial planner in Modern Wealth’s Reston, Virginia office. Her background in financial planning, client relationship management, and business development led her to pursue and earn her CFP® designation. She looks forward to inspiring other leaders at Modern Wealth and opportunities for professional growth.

Before joining Modern Wealth Management, Alice worked as a client service associate at The Colony Group, an RIA firm, for a year and a half. Following that, she served as a senior client service associate at Wealthspire Advisors, where she continued to deepen her experience in the RIA space.

While Alice’s family still lives in Mainland China, she has the pleasure of sharing her home with her adorable British Welsh Corgi named Moon, who is full of personality and always keeps things lively! Alice loves spending time with Moon, whether it’s going for walks, exploring new places, or just relaxing at home together.

One of Alice’s favorite hobbies is snowboarding. She travels all over the world to explore different ski resorts and experience new slopes. Another fun fact about Alice is that she’s fluent in both Mandarin Chinese and English.

Experience: Asset Management since 1987 

Education: University of Alabama at Birmingham 

Neal came on board when Autumn Wind Asset Management became Modern Wealth Management in March 2024. After serving as the founder and owner of Autumn Wind for 24 years, Neal was intrigued by the opportunity to work with a broad team in specialty areas of the business including lead generation, marketing, investments, planning, and compliance at Modern Wealth. 

Neal serves as a portfolio manager out of Modern Wealth’s Reston, Virginia office, and is excited about helping offer a wider solution set to clients.  

He and his wife, Veronica, have two daughters, Haley and Olivia. Family comes first for Neal, and markets, guitars, and the outdoors follow. Neal is a luthier and tries to build one to two guitars per year. 

Experience: Wealth Management since 2009 

Education: Wake Forest University 

Michael joined our team in March 2024 when Autumn Wind Asset Management became Modern Wealth Management. As the director of operations, Michael prioritizes client relationship management, portfolio system administration, trade placement and rebalancing, account onboarding and maintenance, and support of investment planning. 

Michael previously worked at Charles Schwab and Deutsche Bank. He’s lived in the Washington, D.C. region for more than a decade now. Michael enjoys spending time with his wife, Shannon, and two daughters, Eleanor and Maeve. His hobbies include adventuring on the wonderful hiking trails and bikeways of Northern Virigina and cheering on the Orlando Magic and Cincinnati Bengals.