Arthur S. Locke, III, CPA/PFS, CFP

Founder, President and CEO

Art has lived in Northern Virginia for over 50 years.  He has been an active investor for many years, a Certified Public Accountant (CPA) licensed in Virginia for over 30 years and a long-time member of the Association of International CPAs (AICPA). Art is a credentialed Personal Financial Specialist which is only available to CPAs, a CFP®, a former publicly-traded technology company chief financial officer and passed the Series 65 Uniform Investment Advisor Law Examination. Art brings together this unique combination of experience and skill in providing a comprehensive, full service experience for our Firm's clients.

Previously, Art served in an executive capacity for 5 publicly-traded companies, including Chief Financial Officer of 3. In 2006, Art was a top-five finalist for the 2006 Greater Washington Technology Council Public Company CFO of the Year. He also served in an advisory capacity to several private companies and their owners. He started his career working for 2 of the world's largest CPA firms. Art received a Bachelor of Science in Business Administration from American University with a double major in accounting and computer systems. He enjoys golf, traveling, cycling, great food, great company and helping others.

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Phone 571-271-5125
Mobile Phone 571-271-5125