Richard Gurz, CFP®, CIMA®, CPWA®, AIF®
Co-Founder & Managing Principal
CERTIFIED FINANCIAL PLANNER™ practitioner Richard is a cofounder of Quantis Wealth Management, an independent personal wealth management firm in Tysons Corner, Virginia, Washington DC, and Glenn Dale, Maryland. Richard has more than 19 years of experience in the financial services industry and specializes in counseling clients in the areas of investment, charitable, tax, and estate planning.
He also is a 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.
Richard began his career in 1997 as a stock broker for DMG Securities, and in 1998, he joined American Express Financial Advisors, now Ameriprise Financial. While at Ameriprise, he earned the CERTIFIED FINANCIAL PLANNER™ certification and later went on to earn the prestigious Certified Investment Management AnalystSMdesignation from The Wharton School of the University of Pennsylvania.
“I believe that the quality of the rest of our lives begins with the quality of the decisions we make today.”
With this belief, Richard regularly presents workshops and participates in other forums to educate the public about investments and financial planning, always taking the “consumer advocate” approach. He has also been a guest speaker for numerous government agencies, non-profits, and other local companies to help assist their employees on their transition into retirement.
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).
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 11 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.