Erik Pedley has worked as a Manager at KPMG in the commercial audit practice and as a Managing Consultant at CrossCountry Consulting serving some of the largest financial service institutions in the DC region. The audit background scrutinizing financial statements lends itself to a truly holistic and diligent approach to our clients' personal financial picture. He is a CPA and Certified Wealth Strategist (CWS™) professional who is helping individuals and families develop comprehensive financial plans to pursue their financial & retirement goals.