About The Lopes Group
Seasoned strategies to empower your business and grow your wealth
A strategic focus I partner primarily with business owners and C-suite executives with an emphasis on supporting the government contracting sector in the Washington, D.C. area. My role is to help you address the significant risks and rewards you face, freeing you to concentrate on growing your business with the confidence that your personal and professional financial interests and priorities are being carefully handled.
A depth of experience in advising government contractors
I understand the demands on your time and the challenging financial scenarios you face as a business owner. I draw from deep experience in this space and my elite network of professionals and other business owners to offer comprehensive support across the full spectrum of your wealth management needs. My services are designed to help add value across your complex balance sheet, inclusive of your business and non-business assets:
- Strategies for financial flexibility: Ensuring you have the agility to navigate evolving circumstances
- Exit strategies: Preparing and empowering you to pursue optimal outcomes in business sales or transitions
- Personal wealth management: Managing and growing your personal assets with confidence
- Access to a broad, curated network: Connecting you with other distinguished business owners, top legal and accounting professionals, M&A advisory, capital providers, management consultants and more.
Seamless integration and a partnership approach
I collaborate closely with your existing team of advisors, leveraging the firm's world-class platform and resources to enhance your financial strategy. To foster ongoing value, I host quarterly forums with key stakeholders and industry thought leaders to discuss:
- Positioning your company for sale: Strategies designed to maximize value and attract potential buyers
- Optimizing the wealth drawn from your business: Strategies for maximizing after-tax income, both through annual income/distributions or the eventual sale
- Attracting and retaining key talent: Compensation and benefits strategies and benchmarking to meet the evolving needs of your organization
- Other timely topics
I am proud to be backed by the strength and security of J.P. Morgan's robust capabilities. My goal is to provide you with the clarity and support you need to focus on what you do best—leading and growing your business.
Meet Our Team
Specialist Resources
Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Insights
Family Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Investing
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Family Legacy
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets and Economy
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
Investing
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Family Legacy
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Wealth Planning
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Investing
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
Markets and Economy
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowFamily Legacy
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowInvesting
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowFamily Legacy
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowMarkets and Economy
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInvesting
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowFamily Legacy
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWealth Planning
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowInvesting
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowMarkets and Economy
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.