Owners

Latest Fall 2017 Quarterly Newsletter This issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

David D. Greene, CFP® | CEO

Teachers and coaches are responsible for educating people in an easy to understand manner, how to best accomplish their goals and objectives – whether they are in a classroom or on the field of play. David D. Greene, CFP ® brings both backgrounds to his role as Executive Vice President with CJM Wealth Advisers, Ltd. working with professionals, families and business owners with their various wealth management needs.

Since 1996, David has been working with his clients to address the pressing financial concerns they face. Together, they develop plans to help deal with those concerns and then put the plans into action. His additional experience as a teacher and coach has helped him to develop a specific style of working with clients. By providing clients with the knowledge, tools, and guidance they need, David empowers his clients to create their own success and financial independence.

David has been quoted in publications including the Wall Street Journal, Business Week and Employee Benefit News. Professionally, he has gathered balanced experience in the areas of investment management, insurance planning and retirement analysis working for McNair & Company as Managing Director and Edmiston Investment Consulting Group as Associate Financial Advisor. He also served as a teacher with Teach For America through which he taught 5th grade at Ruth K. Webb Elementary in Washington, DC. David currently participates in the Second Saturday monthly workshops for women designed as a resource to help them deal with the legal, financial, family and personal issues of divorce in a logical, yet compassionate way.

David is a graduate of the University of Virginia where he earned a Bachelor's Degree in Finance/Marketing from the McIntire School of Commerce. In addition, David also holds the Certified Financial Planner™ (CFP ) practitioner designation.

David and his wife, Maria, currently reside in Arlington, Virginia with their three young children – Leila, Diego, and Lucia. David has enjoyed coaching soccer for over a decade, most recently as a head coach with the Lightning Soccer Association. In the rare spare moment, he enjoys playing soccer, hiking and reading.

Accolades


    • Top Financial Planners - David Greene (2011, 2013, 2014, 2015, 2016)

    • Best Financial Planners - David Greene (2016)

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