OFS MissionOFS helps you achieve a lifetime of financial independence by working with you to maximize your savings and investments. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you worked so hard to earn.
Setting realistic budgets that maximizes our clients savings and investments.
InvestmentsPreserving your wealth is our primary goal. As a professional athlete, you will generate a lifetime of earnings over a relatively short period of time. We will educate you on how to invest your money and maintain a stream of income after your playing days are over.
Tax PlanningYour earnings are complicated, and so are your taxes. We understand the complexity of tax laws as they relate to celebrities like yourself. This means your tax returns will be prepared by professionals who are experts in the field and understand your unique needs.
Caring for family members is important for many of our clients. Using our unique understanding and experience, we will help you identify your needs for wills, trusts and other wealth transfer plans so you can be confident that the people who have been there for you throughout your career can be cared for according to your wishes.
OFS partners with the best financial resources in the industry. We strategically align our clients with companies that will offer them a full range of support services.
From the moment you sign your first contract, through retirement and beyond, Octagon Financial Services (OFS) is here to expertly advise and protect. We know that successfully managing our clients’ wealth is imperative, now and into the future. For over 25 years our philosophy has been simple: we deliver complex solutions simply.
Frank Zecca, CFP®Managing Director - McLean, VA
Chris Legg, CFP®Vice PresidentMcLean, VA
Geoff Marsh, CPAFinancial AdvisorMcLean, VA
Brett Dimas, CFP®Financial AdvisorChicago, IL
Robert HooperDirector of Business Development/AdvisorWaterloo, ON
Sean Packard, CPATax ServicesMcLean, VA
Steven Caseres, CPATax ServicesMcLean, VA
Kelly DahlTax AccountantChicago, IL
Dick SchnellerBusiness ManagementMcLean, VA
Esther KingBusiness ManagementMcLean, VA
David BaranowskiBusiness ManagementMcLean, VA
Nancy Vu, CFP®Financial Planning & InvestmentsMcLean, VA
Matthew WilliamsFinancial PlanningWaterloo, ON
Drea MajorClient ServicesMcLean, VA
Charlene SchumacherClient ServicesWaterloo, ON
Bailey NugentClient ServicesMcLean, VA
OFS is a registered investment advisor, and is a separate, but affiliated entity, of Octagon, Inc