Richard Gurz, CFP®, CIMA®, CPWA®, AIF®
Founder & Managing Principal
CERTIFIED FINANCIAL PLANNER™ practitioner Richard is the founder of Quantis Wealth Management, an independent personal wealth management firm in Tysons Corner, Virginia, Washington DC, and Glenn Dale, Maryland. Richard has more than 22 years of experience in the financial services industry and specializes in counseling clients in the areas of retirement, investment, charitable, tax, and estate planning.
He was the past Trustee and Chair of the Investment Committee for the Loudoun Education Foundation, whichs is a 501c3 charity supporting and helping the Loudoun County, VA public school system to be one of the best in the country. He has served on the board since 2016-2020.
Degress and Credentials:
- CERTIFIED FINANCIAL PLANNER™ professional - CFP®
- Certified Investment Management Analyst - CIMA®
- Certified Private Wealth Advisor - CPWA®
- Accredited Investment Fiduciary - AIF®
- Series 66 securities registrations, held through Commonwealth Financial Network®
- Life and health insurance licenses
- Member of the Financial Planning Association
- Member Investments and Wealth Institute
- BA University of Mary Washington
Awards and Accolades
- Forbes Best-in-State Wealth Advisors, 2021, 2022
- Five Star Wealth Advisor, 2015-2019, 2022
Richard was raised in Northern Virginia and graduated from Mary Washington College. He played soccer at the collegiate level and earned his BA in political science and international affairs. He also enjoys fishing, biking, volunteering, travel, and golf. He resides in Ashburn, VA with his wife Julie, and his two daughters Adeline (Addy) and Josephine (Josie).
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Five Star Wealth Manager:
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Edward A. Ramsey, MBA, CFP®, CPA, AIF®, CHBC
Ed began his financial industry career in 1991 as a financial advisor with the regional brokerage firm of Ferris Baker Watts in Washington, DC, and in 1994, he joined Commonwealth Financial Network® as an Investment Adviser Representative. Ed's clients range from middle-income families to high-net-worth individuals, including many physicians and dentists.
Ed holds a BA in accounting and an MBA from the University of Pittsburgh. In addition to holding the CFP® and CPA certifications, he is also a Certified Healthcare Business Consultant (CHBC) and holds life, health, and annuity insurance licenses as a representative of Commonwealth Insurance Agency, a full-service insurance subsidiary of Commonwealth Financial Network.
A teacher at heart, Ed takes time to undrestand the financial and tax issues presented to him and educates his clients on his recommendations and alternative solutions. He enjoys teaching tax and financial planning topics and has held workshops and educational seminars for medical/dental professional groups and the general public.
Ed is married with two daughters and lives in Great Falls, Virginia. He enjoys playing music, wine tasting, cooking, traveling, and spending time with his family.
Jonathan A. Jagolinzer, CFP®, CRPC®
Jonathan joined Quantis Wealth Management in 2014 with more than ten years of experience as a personal wealth advisor. He provides individuals, families, and businesses with personalized and comprehensive financial planning services, including guidance on investment, retirement, tax, and estate planning issues, as well as other wealth management needs.
Jonathan earned his bachelor's in economics from George Washington University. After graduation, he began his career at Ameriprise, where he attained his FINRA Series 7 and 66 registrations and earned the Chartered Retirement Planning CounselorSM designation. In 2011, Jonathan added to this by earning his CERTIFIED FINANCIAL PLANNER™ certificate through The American College. As a member of the Financial Planning Association, he continually seeks to increase his knowledge base in a constantly evolving financial industry.
Jonathan's dedication extends outside of the office. In his free time, he is an outdoors enthusiast, avid traveler, reader, and enjoys expanding his palette as a home cook. Jonathan grew up in Newport, Rhode Island. After attending George Washington University, he decided to make the DC metro area home. Jonathan currently lives in Vienna, Virginia, with his wife Jennifer, and cockapoo, Penny.
Carl Shade, CPA
Carl is a Certified Public Accountant (CPA) with over 30 years of experience in providing individuals and small businesses with income tax advice. At Quantis Wealth Management, Carl provides individuals and families with comprehensive financial planning, including guidance on reaching their savings and retirement goals.
Carl holds a BS in business, majoring in accountancy, from Miami University and an Associate of Applied Science degree in intelligence and imagery analysis from the Community College of the Air Force. After graduation from Miami University, Carl began his career as a tax and audit professional with Price Waterhouse in Cincinnati, Ohio and moved to the Washington DC area when he joined the Central Intelligence Agency. Carl’s experience includes taking the lead role in the creation of a new family of mutual funds, as well as purchasing, operating, and selling small businesses.
Carl is married with two children and resides in Vienna, Virginia.
Melinda is the executive assistant to Richard and Jonathan. She earned an economics degree in 2005 from George Mason University and soon after joined Quantis. She has supported Richard ever since, and now at 17 years with our firm, she enjoys amazing relationships with our clients. In her spare time, she enjoys spending reading, volunteering, playing soccer, and traveling. Melinda is from Herndon, Virginia.
Anita Zhu, CFA, MSF
Chartered Financial Analyst® Anita Zhu joined Quantis in 2018 bringing with her a breadth of experience across diverse financial sectors. Prior to becoming a personal financial advisor, Anita worked in both public and private markets serving middle class, high net worth and corporate clients. It was while working at Morgan Stanley that Anita became aware of the unmet need in personal financial management.
"My goal has always been to make a positive impact on the broader economy in whatever way I could. When I was younger, I wanted to work my way up to the c-suite of some investment bank; but over time I came to realize the capital management at this level is already really efficient. On the other hand, you can walk around the office and hear people talking about their parents struggling to save for retirement. This extreme disparity unnecessarily burdens individuals and slows down the entire economy. I came to Quantis to help people reach their personal goals and build a stronger financial community, one retirement account at a time."
Anita works with clients from all walks of life so please do not hesitate to reach out for a free consultation. She is happy to meet with HR representatives to coordinate group seminars as well.
Anita holds a Master of Science in Finance from Johns Hopkins and is both a Chartered Financial Analyst® and FINRA registered representative. She speaks English and Mandarin fluently (but her German and Python are a bit rusty). Anita lives in DC with her husband, Nash, and enjoys cooking, hiking, and gardening.
Director of Tax Services
After working with several large, local CPA Firms, Eric founded Johnson & Associates in 2007 to provide exceptional tax and accounting services to local and surrounding area businesses and residents. In 2023, Eric transitioned his firm in with Quantis Tax Services. Eric specializes in business, individual, and non-profit tax returns.
A Springfield, Virginia native, Eric currently lives in Falls Church, Virginia with his wife and their two daughters. In his free time, Eric enjoys taking his family on outdoor adventures; he enjoys staying healthy through all types of exercise, especially racquetball. In the summer, you can find Eric deep sea fishing and camping.
Jenny Absher, CPA
Senior Tax Manager
Jenny is a tax accountant with over 10 years of experience in accounting and taxation of individuals, businesses and fiduciaries including tax planning and compliance. She offers tax and accounting services primarily focused on privately held businesses and individuals with medium to high net worths, as well as fiduciaries and partnerships.
Jenny earned her B.B.A in Accounting from the University of Texas, San Antonio in 2001, and holds her CPA in Virginia and Texas. She also holds Professional Memberships in the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
In her free time, Jenny donates her services to her son’s second grade class. She also loves the outdoors and competes in Spartan and other obstacle races during the summer and fall with her family.
Olga Grissimova, CPA
Olga, holds a Master Degree in Accountancy and Taxation from the George Washington University. She has wide-ranging experience in audit and tax preparation in a private and public sectors. Olga is also fluent in French and has a Master Degree in Human Resources from Grenoble, France. She enjoys traveling and learning about different cultures.
Client Services, Tax
Lulu is the Office Manager for J&A who provides exceptional customer service to our clients. This includes serving as the initial point of contact to clients and follow-up communications while working to ensure the operations of the office runs seamlessly.
Lulu has spent more than 22 years in the hospitality industry in hotel management. She has owned her own café and was a professional photographer.
Lulu earned her B.A. in Communications with minors in Psychology and Philosophy from Marymount University in Arlington, Virginia.
In her free time, Lulu travels extensively throughout the US and overseas, enjoys spending time with her 3 nieces and nephew, and loves watching tennis.