Who We Are
David Voorhees
David Voorhees co-founded Waterford Wealth Management with the goal of establishing a practice where the clients’ needs come first. Today that same practice employs a team of advisors dedicated to keeping that vision alive. David works with individuals, families, and small businesses throughout the country to help them realize their financial goals. He specializes in financial planning and is an expert in federal benefits.
David is happily married with four wonderful children. His hobbies include gardening, golf, and martial arts. David attained the rank of Master in Kungfu and currently teaches classes for both adults and children.
Dylan Branson
Dylan has been in the financial industry for the last 2-years. From beginning an internship while studying Economics at University of Maryland: College Park to now, he has learned what it takes to be in the financial advising field. He now is in the role of apprentice for the co-Founder of Waterford Wealth Management, David Voorhees; where he can continue to learn and develop into a financial advisor.
In his free time, Dylan enjoys snowboarding, weight lifting, fishing, golfing (he’s a leftie), and taking care of his miniature pinscher named Tiger.
Jim Liaw
I started my career climbing the corporate ladder for a large retail company while in high school. A change in company ownership forced a career change, where our family’s financial advisor at the time mentioned that I had experience dealing with corporate retail $$$ and was great working and listening to customer wants/needs, so why not give it a shot helping retail brokerage clients with theirs?
I have been in the industry now since 2000 (Olde Discount, H&R Block Financial Advisors, Ameriprise Financial Services, and currently Grove Point Financial – rebranded from H Beck)
I still enjoy helping clients with their investment-related needs after over 20 years!
Sean Cable
As far as financial markets, Sean has seen just about everything. He began in 1987 and almost immediately experienced Black Monday on a physical trading floor in the City of London. After twelve years working with banks, insurance companies and retirement funds as clients he left Nomura Securities to live in the United States. He began with A.G. Edwards in Washington D.C. moving from there into bank advisory companies including United Bank, PNC and Citibank. Finally migrating to independent practice, Sean has found his forte helping individuals, small businesses and non-profit organizations. He’s a keen long-distance runner, recently completing the Marine Corps Marathon and is currently assisting with the COVID-19 vaccine rollout through the Medical Reserve Corps of Virginia.