OFS Mission

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.

Budgeting

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

Investments

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

Tax Planning

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

Estate Planning

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

STRATEGIC PARTNERS

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.


Our Team

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.

Chris Legg, CFP®Vice PresidentMcLean, VA

Geoff Marsh, CPAFinancial AdvisorMcLean, VA

Brett Dimas, CFP®Financial AdvisorChicago, IL

Robert HooperDirector of Business Development/AdvisorWaterloo, ON

Michael HaddixFinancial AdvisorNew York, NY

Sean Packard, CPATax DirectorMcLean, VA

Steven Caseres, CPATax ServicesMcLean, VA

Kelly Dahl, CPATax ServicesChicago, IL

Dick SchnellerBusiness ManagementMcLean, VA

Esther KingBusiness ManagementMcLean, VA

Ward ShowalterBusiness ManagementMcLean, VA

David BaranowskiClient ServicesMcLean, VA

Nancy Vu, CFP®Financial Planning & InvestmentsMcLean, VA

Drea MajorClient ServicesMcLean, VA

Matthew WilliamsFinancial PlanningWaterloo, ON

Charlene SchumacherClient ServicesWaterloo, ON

Bailey NugentClient ServicesMcLean, VA

HEADQUARTERS:
7950 Jones Branch Drive 
Suite 700N | McLean, VA 22107 |  
703-905-3300

OFS is a registered investment advisor.