Reese is a director and financial advisor at OneDigital.
Prior to joining OneDigital, Reese became part of the Rosenthal Wealth Management Group (RWMG) family in the early 2020s. He attended the University of Maryland – Baltimore County, where he earned a degree in Economics and played on the baseball team. After an internship at RWMG, Reese knew he had found his passion in assisting clients in the world of personal finance.
Reese applies his background in economics to help clients understand market and economic conditions and stay focused on their long-term goals. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2025.
Outside the office, Reese enjoys playing golf, watching sports, and spending quality time with friends and family. He and his wife, Kate, are local to Northern Virginia and still call the area home.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
