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Kevin Ostergaard, CFP®, CIMA®

Financial Advisor

Kevin is committed to helping families and individuals navigate the complexities of financial and life planning to achieve fulfillment. For nearly a decade, he has done so by combining advanced financial planning strategies with the intuitive technologies that simplify the investment and planning landscape.

While ensuring the smooth execution of financial goals, Kevin approaches each client relationship with the aim of providing an excellent experience that results in peace of mind. 

He leads the WGCA Financial Planning Committee, which focuses on firmwide financial planning strategies and best practices as well as continuously improving client service. Kevin graduated from the University of Maryland with a degree in Economics, attained an Executive Certificate in Financial Planning from Georgetown University and lives in Washington, DC with his wife Melissa.

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