For more than 25 years, OFS has helped athletes and celebrities manage their wealth— from the signing of their first contract, through retirement and beyond. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you have worked so hard to earn.
More wealth inevitably means more bills and the need for a more streamlined cash management system. We analyze your cash flow and set a realistic budget that will help you maximize your savings and investments throughout your career.
- Bill Paying Services - Our team personally manages your cash and pays your bills
- Client Cash Management System
- Budgeting Advice and Consultation - Establish a budget that allows you to save for the future while still enjoying a comfortable today
Preserving your wealth is our primary goal. As a professional athlete, you will generate a lifetime of earnings over a relatively short period of time. We will educate you on how to invest your money and maintain a stream of income after your playing days are over.
- Asset Allocation - We construct a personal portfolio that will meet your short-term and long-term goals.
- Portfolio Monitoring and Rebalancing - We constantly analyze your situation and tailor your portfolio to meet your changing needs.
- Detailed Reporting - We provide clear and timely reports so you stay informed and see first-hand how your money is working for you
Your earnings are complicated, and so are your taxes. We understand the complexity of tax laws as they relate to celebrities like yourself. This means your tax returns will be prepared by professionals who are experts in the field and understand your unique needs.
- Preparation of Federal and State Tax Returns
- Ongoing Tax Planning
- Worldwide Expertise and Global Reach
Caring for family members is important for many of our clients. We will help you identify your needs for wills, trusts and other wealth transfer plans so you can be confident that the people who have been there throughout your career can be cared for according to your wishes.
- Consultation - We work with you to identify your needs and provide recommendations consistent with your objectives.
- Tax Saving Strategies - We help determine wealth transfer plan is best and provide tax-efficient strategies.
- Process Coordination - We will facilitate the process with experienced attorneys so you can rest assured that your loved ones’ needs will be met
OFS - SEC Form CRS
OFS partners with the best financial resources in the industry. We strategically align our clients with companies that will offer them a full range of support services.
From the moment you sign your first contract, through retirement and beyond, OFS is here to expertly advise and protect. We know that successfully managing our clients’ wealth is imperative, now and into the future. For over 25 years our philosophy has been simple: we deliver complex solutions simply.
Frank Zecca, CFP®Managing Director - McLean, VA
Chris Legg, CFP®Vice PresidentMcLean, VA
Geoff Marsh, CPAFinancial AdvisorMcLean, VA
Brett Dimas, CFP®Financial AdvisorChicago, IL
Robert HooperDirector of Business Development/AdvisorWaterloo, ON
Christopher Anest, Esq., MBAFinancial PlanningChicago, IL
Matthew Williams, MBAFinancial PlanningWaterloo, ON
Sean Packard, CPATax DirectorMcLean, VA
Kelly Dahl, CPATax ManagerChicago, IL
Tim Alvarado, CPASenior Tax AccountantMcLean, VA
Dick SchnellerBusiness ManagementMcLean, VA
David BaranowskiClient ServicesMcLean, VA
Nancy Vu, CFP®Financial Planning & InvestmentsMcLean, VA
Esther KingBusiness ManagementMcLean, VA
Drea MajorClient ServicesMcLean, VA
Bailey NugentClient ServicesMcLean, VA
Cara JacobsonClient Services McLean, VA
Julissa Kendall Financial Planning & InvestmentsMcLean, VA
OFS is a registered investment advisor.