WealthCrest is based in Northern Virginia and conducts training in federal benefits and financial literacy tailored specifically for the federal and military marketplace. We have been giving seminars since 2004 and have experience as a prime contractor. Our trainers are experienced in their field of expertise and help us to deliver quality, affordable, and consistent training. We go to great lengths to ensure we provide you with a cost effective, high quality product with best-in-class delivery.

WealthCrest Educational Services is a designated Service Disabled Veteran-Owned Small Business Concern (SDVO-SBC). The firm’s principal, Patrick Beagle, manages a staff that is keenly aware of the needs of the federal marketplace. We offer training strictly for the benefit of the class participants and our instructors will never market to your employees.

Patrick B. Beagle is a

• CERTIFIED FINANCIAL PLANNER ™ (CFP®)
• Chartered Advisor for Senior Living (CASL)
• Retired Marine Officer with over 24 years of service

Holds two masters degree
Investment Advisor with 17 years experience dealing with financial clients
Member Financial Planning Association
Member National Eagle Scout Association

Russell G. Robertson is a

• CERTIFIED FINANCIAL PLANNER ™ (CFP®)
• Registered Representative and Investment Advisor
• Retired Army Officer with 26 years of service

Holds a Bachelors Degree in Behavioral Science from the United States Military Academy
Holds a Masters of Science in Civil Engineering and Masters Degree in Military Science
11 years experience supervising federal employees
Member Financial Planning Association