Who We Are

Advising Specialty

For more than 20 years, Chris has acted as a fiduciary consultant for institutions such as nonprofit organizations, foundations, and endowments to help them fulfill their financial obligations and achieve their goals. Leveraging his own investment expertise and the guidelines outlined in each organization’s bylaws, operating agreement, or mission statement, he helps those within the organization manage the institution’s money with transparency and efficiency. He becomes a long-term advisor, helping members navigate proper reporting; writing, editing, and polishing investment policy statements; and communicating between boards and financial committees.

Industry Background & Education

After graduating from The Colorado College in 1984, Chris reported to his first job ready to learn about life insurance. Unfortunately, the hiring manager had departed for another company, leaving Chris with an uncertain future. Undeterred, Chris greeted each day with enthusiasm and spent time studying and learning the business. Little did he know; he was building a foundation for what eventually became Washington Wealth Group.

With a desire to provide his clients the best, most comprehensive guidance, Chris began to expand his knowledge of the industry. In 1991, he studied and earned his CERTIFIED FINANCIAL PLANNER™ certification, and in 1998, he earned his Chartered Financial Consultant designation. In 2000, he became a Chartered Life Underwriter. Today, he places a high value on professional growth and continuing education, and he continually seeks opportunities to learn and stay current in the industry.

Philanthropy

Chris is a volunteer mentor for students at Year Up, a nonprofit that provides education, mentoring, and internship opportunities to at-risk youth. He and partner Aaron Brachman received Year Up’s Urban Empowerment Award for their continuous stewardship and community-based support within Year Up’s National Capitol Region.

Personal Life

Away from the office, Chris cherishes time with his wife and two sons, as well as the family’s golden retrievers. Chris is an avid fisherman who spends time on Nantucket each year. He is passionate about the preservation of natural resources, particularly marine life. Chris and his wife can be found rooting for the Washington Capitals.

Fun Facts

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advising Specialty

Raised by a single parent, Aaron witnessed the power of hard work and self-reliance throughout his childhood. His force-of-nature mother instilled the values and character that influence his work today, and he feels honored to work with passionate, driven individuals who possess that same character.

Many of Aaron’s clients are creative entrepreneurs with a great vision and unique products, but desire help developing and implementing best-practice business strategies. Aaron has spent more than two decades serving a diverse group of highly successful families—many of which are composed of self-made entrepreneurs. Aaron has served as a formal strategic advisor to a number of businesses ranging from a $200,000 start-up to a $200,000,000 successful exit and is keenly aware of the planning opportunities that exist through the life-cycle of a business.

Industry Background & Education

Aaron entered the industry in 1999 as an intern to the Vice Chair of Ferris, Baker Watts, Inc. Upon graduating with a degree in finance from The George Washington University in 2002, he continued his professional journey with business partner Chris Detmer and The Washington Wealth Group at Ferris, Baker Watts, Inc. In 2006, he made history by becoming one of the youngest partners in the firm at age 26.

He is a CERTIFIED FINANCIAL PLANNER™, Accredited Asset Management Specialist (AAMS®), and Accredited Investment Fiduciary (AIF®).

Philanthropy

Aaron is a volunteer mentor for students at Year Up, a nonprofit that provides education, mentoring, and internship opportunities to at-risk youth. He and partner Chris Detmer received Year Up’s Urban Empowerment Award for their continuous stewardship and community-based support within Year Up’s National Capitol Region. Aaron is also passionate about social impact investing and is frequently interviewed by various media outlets.

Personal Life

Aaron leads an active lifestyle outside of work with his wife, son, and daughter. He is a runner and a lifelong fan of all things related to Philadelphia sports. He plays ball hockey and is a National Ball Hockey League (NBHL) strategic advisor. Much to his wife’s chagrin, his free time is often spent researching Civil War history and macro-economic policy decisions.

Industry Background & Education

A 1992 graduate of LaSalle University, Keith began his career as a Financial Services Professional with Prudential Securities in the Fall of 1994, obtaining his securities license in March of 1995. He holds Series 7, 63, 65, 24, 31, and SIE licenses. Keith has built a fee based, consultative practice, with a client first mentality, serving Multi-generational Family Wealth, Corporate Executives, Business Owners, Collegiate Coaches, and Professional Athletes. In 2011, Keith founded Morris Capital Management Group, and in 2019 merged MCMG with Steward Partners, becoming  a Managing Director and Partner, proudly opening their first Pennsylvania office in Conshohocken, Pa.

Philanthropy

Keith has previously served on the boards of Inter-Community Action and Nutritional Development Services of the Archdiocese of Philadelphia, and was an Advisory Board Member of East River Bank. Currently, Keith serves as co-chair of the St. John the Baptist Capital campaign, and is a board member of the Just Win Today Foundation, a non-profit that helps Veterans reach their full potential through workforce development, mentorship, and homeless outreach services that attempt to help break down barriers and forge paths to success for those that need it most. Annually, Keith helps to raise funds for charities that are near and dear to his heart, such as Coaches vs Cancer, the Parkinson’s Foundation, and Beats for Bella.

Personal Life

Away from the office, Keith enjoys his free time with his wife Tricia, their four terrific children, Margaret, Caroline, Macie, and Matthew, and their two cats.

Fun Facts

In 1992, Keith earned a bachelor’s degree at LaSalle University, where he was a 4-year letter winner on the men’s basketball team, a three-time NCAA tournament participant, and a one-time NIT participant. He is extremely proud of the fact that his dad was his coach, the legendary Speedy Morris. He’s also not ashamed to acknowledge that nepotism may have helped him earn a spot on the team! Later, Keith spent 19 years as his dad’s assistant coach at St. Joseph’s Prep High School in Philadelphia.

Advising Specialty

Bill and the WWG team are honored to serve several generations of hardworking, down-to-earth families. He especially enjoys mentoring the next generation of investors about saving, investing, and using credit wisely.

In addition to his work with multigenerational families, Bill specializes in helping nonprofit organizations and other institutional clients maximize their investment opportunities. He often introduces alternative investments to streamline clients’ portfolios and generate more efficient income streams better suited to institutional investors. A voracious reader and student of the market, Bill is constantly exploring, learning, and looking for innovative ways to improve his clients’ outcomes. He stays abreast of market news and laws related to trusts, IRAs, retirement strategies, and other areas that could impact his client’s plans.

Industry Background & Education

Bill began his career at Merrill Lynch as a wire room operator. By the age of 24, he became the youngest wire room manager at the firm. Within two years, he was promoted to financial advisor, marking a pivotal moment in his career. Since then, Bill has consistently sought ways to expand his knowledge to serve his clients better. He is an Accredited Investment Fiduciary (AIF®) and a Retirement Income Certified Professional (RICP®). In 2019, Bill attended the Wharton Business Executive Program for Financial Management, led by the esteemed Jeremy Siegel.

Philanthropy

Having lived in the DMV area for most of his life, Bill has a solid commitment to his community. He has served on the Galen Society Leadership Committee, a fundraising arm of VHC Health, and currently volunteers at the Lost Dog/Cat animal shelter, where he takes dogs for walks while they await their forever homes.

Personal Life

Bill, his wife, Allison, and their three children live in Arlington, Virginia. They love to travel and have been able to explore Central and South America, Africa, and numerous European countries, including Iceland. During his free time, Bill enjoys researching market events, reading, golfing, and delving into the rich history of golf. One of his favorite stories recounts the 1913 U.S. Open, where a 20-year-old American amateur named Francis Ouimet outperformed two English professionals and won the tournament, forever changing the game of golf in America.

Fun Facts

Industry Background & Education

Michelle is a graduate of the University of Maryland, with a Bachelor of Science in Economics and minors in Sustainability Studies, Non-Profit Leadership and Social Innovation. She is passionate about advocating for financial literacy and policy as vehicles to address inequality. She has worked at The Maryland General Assembly and the Environmental Finance Center to draft and implement policy, respectively, for local programs that mitigate air and water pollution.

Michelle gained valuable experience during her tenure at Morgan Stanley, where she honed her technical skills in fixed income operations. She also has experience in equity crowdfunding, where she improved the client experience as a specialist in alternative investments.

Personal Life

In addition to her professional pursuits, Michelle enjoys exploring the great outdoors, training for races, cooking with friends and family, and seeking out the best restaurants in DC. Raised in Ellicott City, Maryland, she remains a supporter of the resilient small businesses in the historic downtown area that have endured major flooding. She also loves exploring new cities, but Liverpool is her favorite. It feels like a second home as much of her family lives there.

Background & Education

Lee attended St. Albans School in Washington, D.C., and was recruited to play Division I golf at Wake Forest University where he played on the men’s golf team. After graduation, Lee went on to a five-year career playing professional golf on PGA Tour Canada. This journey as a professional athlete served as a valuable steppingstone into the wealth management industry; Lee’s daily practice of patience, integrity, and grit created a foundation of unshakable values that influence his approach to client service and hard work.

Philanthropy

Lee is passionate about helping students pursue their athletic dreams, and is the cofounder of the Butter Cut Country Club Scholarship Foundation (BCCC), a nonprofit organization that serves young aspiring golfers. BCCC partners with First Tee chapters in different cities and raises funds to send underprivileged high-school students to Division I golf camps. As of 2024, the foundation has helped approximately 15 students attend camps across the country.

Personal Life

Born and raised in D.C., Lee currently lives just a few steps away from the National Cathedral. He and his fiancée Meryl love playing golf and tennis, spending time with close friends, and attending concerts together. Lee is also fond of walking with the family’s beloved golden retrievers, Millie and Piper. He is an avid Washington Capitals fan and watches their games whenever he can.

Fun Facts