Team Advisors

Trust us with your professional journey to secure your personal one.

Andrew Goodman

Andrew Goodman

As Chairman of Play it Coy™, Andy acts as a liaison between the financial advisers and sets the wealth management agenda. Andy is also the Chief Investment Officer for CIC Wealth Management Group and has over twenty years experience in the wealth management industry focusing on value investing. Previously, Andy was a Principal and the Director of Equity Investing for YellowWood Financial Advisors and the founder and President of Falcon Capital Management.

As a contributor for Forbes Magazine, Andy explores undervalued stocks and identifies companies that have durable competitive advantage and high returns on invested capital. He also writes about personal finance for professional athletes, often applying similar strategies to help improve life after sports. In addition to being a Forbes contributor, Andy has been named to Washingtonian Magazine’s list of Top Money Managers.* He was also recommended, as a financial expert, by Washington area professionals in Washingtonian Magazine’s “Who to See for Good Advice”. Andy has also been featured or quoted in the Wall Street Journal, Private Asset Management Magazine, Financial Planning Magazine and On Wall Street.

Andy graduated with honors from Indiana University with a Bachelor of Arts degree in 1988 and received his Master of Business Administration degree in Finance and Investments from The George Washington University in 1990. He is also a current Fellow at the Wharton School of Business, University of Pennsylvania. Andy is married and has four children.

Willie J. Williams, Jr.

Willie J. Williams, Jr.

From a 13-year football career as a defensive back with the Pittsburgh Steelers and Seattle Seahawks to Director of Player Acquisitions for Entertainment & Sports Plus (ESP), Willie J. Williams Jr. understands what it takes to be both an athlete on the field as well as a professional off the field. In 1993, Willie’s NFL career took off when he was drafted in the sixth round by the Pittsburgh Steelers. Willie spent his first four seasons with Pittsburgh and became a starter in the NFL in 1995. That same year he received Defensive Player of the Month honors, led the AFC in interceptions, and helped take his team to Super Bowl XXX. Willie received the Mackey Award for his efforts. Willie also played for the Seattle Seahawks for seven seasons before returning to the Pittsburgh Steelers for the 2004 and 2005 seasons. Willie has the distinction of being the only player from the Steelers 1996 Super Bowl XXX roster to be a member of the Steelers 2006 Super Bowl XL roster. Willie ended his career by retirement in February of 2007. During his playing career Willie founded the Show Them We Care (STWC) Foundation. STWC helps children and adults learn to succeed, gain knowledge and experience to advance in the work force and society, become good leaders and understand the importance of education and ethical decision making. Willie remains active in his foundation and has also founded XPRO Training Consultants (TC) to give young athletes the discipline, drive and determination that they need to reach their maximum potential.
Lee Isaacson

Lee Isaacson

As a Tax Principal at CohnReznick, Lee has more than thirty years experience in accounting and tax services including financial reporting and analysis, deal negotiations and transaction and deal structuring, financial planning, cash flow planning, estate planning, technical support and quality assurance reviews. Lee works with his clients on evaluating business operations and technical issues. Additionally, Lee provides back-office accounting and recommends and assists in the implementation of ideas to cut overhead costs and streamline operations. With an in-depth knowledge of existing and proposed tax laws, Lee often advises companies on tax deferment or savings through proactive structuring of transactions and corporate structures. Lee is a member of CohnReznick’s seven-person National Operating Committee. He is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and the District of Columbia Institute of Certified Public Accountants. In 1980, Lee received a Bachelor of Science degree in accounting from American University. For the past two years, Washingtonian Magazine has named Lee as one of the area’s top tax experts.
Marc Levine

Marc Levine

Marc has been practicing law with his firm, Handler & Levine, LLC, and its predecessor firms, for over twenty years. Marc regularly represents individuals, couples and families in preparing their estate plans, including wills, trusts, powers of attorney, health care directives and other estate planning tools. Marc represents Trustees, Executors and Personal Representatives in administering their duties for estates, probates and trust administration, and in regard to decedent’s issues and estate tax returns. Marc also represents business owners in regard to their estate planning, succession planning and general business issues. In addition to teaching for National Institute of Transition Planning, providing estate planning seminars to Federal government employees throughout the DC Metropolitan area, and throughout the country, Marc teaches the Wills, Trusts and Estates class at Montgomery College in Maryland. Through his work with the Federal Government Marc has received a secret clearance.In 1988, Marc graduated from Boston University with a degree in Print Journalism and he received his law degree from the George Washington School of Law in 1992. He is a member of the Bar in Maryland, Virginia and the District of Columbia and practices regularly in all three jurisdictions.
David Shapiro

David Shapiro

David is General Counsel and Executive Vice President for Future Ads. He previously served as a business and legal executive at DIC Entertainment, a global brand management and children’s entertainment company, and LRN, a top provider of ethics and compliance management solutions. Prior to that, David worked as a corporate attorney at Wilson, Sonsini, Goodrich & Rosati in Palo Alto, CA and as a Manhattan prosecutor.David received a B.A. from Brandeis University, an M.A. in Public Policy from the Eagleton Institute of Politics, and a J.D. with honors from Harvard Law School. David also co-founded Law School Podcaster, a popular producer/distributor of podcasts and other content for pre-law and law students.
Julie Schumacher

Julie Schumacher

A principal of the DC-based boutique agency, /’sass’e/ agency…, Julie redefines what matters to her clients. Julie brings more than 25 years of sales and marketing experience to the team. Her expertise is designing a brand, building a corporate identity, strong messaging, identifying target markets and strategies to ensure growth and profitability for businesses.Throughout her career, Julie has consulted for a variety of businesses and held director positions in health organizations. She has been instrumental in developing profit centers, strengthening community relations and implementing initiatives. Julie graduated from Syracuse University with a dual major in Marketing & Human Resources. She was a top performer throughout her sales career and recipient of many achievement awards. Julie is married and has two sons.
Cari Shane

Cari Shane

Cari is a principal of /’sas∙s’ē/ agency… a boutique agency that customizes strategies for businesses, uses traditional public relations and cutting edge social media concepts to launch client platforms. A PR executive, Cari develops, writes and pitches stories that spark news media interest. Based in the Washington DC area, Cari worked for more than a decade as a freelance writer and continues to write for the Huffington Post. In 2011, Cari teamed up with Julie Kress Schumacher to create the /’sas∙s’ē/ agency. Cari began her career in print media, radio and television working as a writer and on-air anchor and reporter. A graduate of Vassar College and a Manhattan native, Cari currently lives in the Washington, D.C. area with her three children.

Andrew Goodman

As Chairman of Play it Coy™, Andy acts as a liaison between the financial advisers and sets the wealth management agenda. Andy is also the Chief Investment Officer for CIC Wealth Management Group and has over twenty years experience in the wealth management industry focusing on value investing. Previously, Andy was a Principal and the Director of Equity Investing for YellowWood Financial Advisors and the founder and President of Falcon Capital Management.

As a contributor for Forbes Magazine, Andy explores undervalued stocks and identifies companies that have durable competitive advantage and high returns on invested capital. He also writes about personal finance for professional athletes, often applying similar strategies to help improve life after sports. In addition to being a Forbes contributor, Andy has been named to Washingtonian Magazine’s list of Top Money Managers.* He was also recommended, as a financial expert, by Washington area professionals in Washingtonian Magazine’s “Who to See for Good Advice”. Andy has also been featured or quoted in the Wall Street Journal, Private Asset Management Magazine, Financial Planning Magazine and On Wall Street.

Andy graduated with honors from Indiana University with a Bachelor of Arts degree in 1988 and received his Master of Business Administration degree in Finance and Investments from The George Washington University in 1990. He is also a current Fellow at the Wharton School of Business, University of Pennsylvania. Andy is married and has four children.

Willie J. Williams, Jr., Athletic Advisor

From a 13-year football career as a defensive back with the Pittsburgh Steelers and Seattle Seahawks to Director of Player Acquisitions for Entertainment & Sports Plus (ESP), Willie J. Williams Jr. understands what it takes to be both an athlete on the field as well as a professional off the field. In 1993, Willie’s NFL career took off when he was drafted in the sixth round by the Pittsburgh Steelers. Willie spent his first four seasons with Pittsburgh and became a starter in the NFL in 1995. That same year he received Defensive Player of the Month honors, led the AFC in interceptions, and helped take his team to Super Bowl XXX. Willie received the Mackey Award for his efforts. Willie also played for the Seattle Seahawks for seven seasons before returning to the Pittsburgh Steelers for the 2004 and 2005 seasons. Willie has the distinction of being the only player from the Steelers 1996 Super Bowl XXX roster to be a member of the Steelers 2006 Super Bowl XL roster. Willie ended his career by retirement in February of 2007. During his playing career Willie founded the Show Them We Care (STWC) Foundation. STWC helps children and adults learn to succeed, gain knowledge and experience to advance in the work force and society, become good leaders and understand the importance of education and ethical decision making. Willie remains active in his foundation and has also founded XPRO Training Consultants (TC) to give young athletes the discipline, drive and determination that they need to reach their maximum potential.

Lee Isaacson, CPA

As a Tax Principal at CohnReznick, Lee has more than thirty years experience in accounting and tax services including financial reporting and analysis, deal negotiations and transaction and deal structuring, financial planning, cash flow planning, estate planning, technical support and quality assurance reviews. Lee works with his clients on evaluating business operations and technical issues. Additionally, Lee provides back-office accounting and recommends and assists in the implementation of ideas to cut overhead costs and streamline operations. With an in-depth knowledge of existing and proposed tax laws, Lee often advises companies on tax deferment or savings through proactive structuring of transactions and corporate structures. Lee is a member of CohnReznick’s seven-person National Operating Committee. He is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and the District of Columbia Institute of Certified Public Accountants. In 1980, Lee received a Bachelor of Science degree in accounting from American University. For the past two years, Washingtonian Magazine has named Lee as one of the area’s top tax experts.

Marc Levine

Marc has been practicing law with his firm, Handler & Levine, LLC, and its predecessor firms, for over twenty years. Marc regularly represents individuals, couples and families in preparing their estate plans, including wills, trusts, powers of attorney, health care directives and other estate planning tools. Marc represents Trustees, Executors and Personal Representatives in administering their duties for estates, probates and trust administration, and in regard to decedent’s issues and estate tax returns. Marc also represents business owners in regard to their estate planning, succession planning and general business issues. In addition to teaching for National Institute of Transition Planning, providing estate planning seminars to Federal government employees throughout the DC Metropolitan area, and throughout the country, Marc teaches the Wills, Trusts and Estates class at Montgomery College in Maryland. Through his work with the Federal Government Marc has received a secret clearance.In 1988, Marc graduated from Boston University with a degree in Print Journalism and he received his law degree from the George Washington School of Law in 1992. He is a member of the Bar in Maryland, Virginia and the District of Columbia and practices regularly in all three jurisdictions.

David Shapiro

David is General Counsel and Executive Vice President for Future Ads. He previously served as a business and legal executive at DIC Entertainment, a global brand management and children’s entertainment company, and LRN, a top provider of ethics and compliance management solutions. Prior to that, David worked as a corporate attorney at Wilson, Sonsini, Goodrich & Rosati in Palo Alto, CA and as a Manhattan prosecutor.David received a B.A. from Brandeis University, an M.A. in Public Policy from the Eagleton Institute of Politics, and a J.D. with honors from Harvard Law School. David also co-founded Law School Podcaster, a popular producer/distributor of podcasts and other content for pre-law and law students.

Julie Schumacher, Marketing

A principal of the DC-based boutique agency, /’sass’e/ agency…, Julie redefines what matters to her clients. Julie brings more than 25 years of sales and marketing experience to the team. Her expertise is designing a brand, building a corporate identity, strong messaging, identifying target markets and strategies to ensure growth and profitability for businesses.Throughout her career, Julie has consulted for a variety of businesses and held director positions in health organizations. She has been instrumental in developing profit centers, strengthening community relations and implementing initiatives. Julie graduated from Syracuse University with a dual major in Marketing & Human Resources. She was a top performer throughout her sales career and recipient of many achievement awards. Julie is married and has two sons.

Cari Shane, Public Relations & Social Media

Cari is a principal of /’sas∙s’ē/ agency… a boutique agency that customizes strategies for businesses, uses traditional public relations and cutting edge social media concepts to launch client platforms. A PR executive, Cari develops, writes and pitches stories that spark news media interest. Based in the Washington DC area, Cari worked for more than a decade as a freelance writer and continues to write for the Huffington Post. In 2011, Cari teamed up with Julie Kress Schumacher to create the /’sas∙s’ē/ agency… Cari began her career in print media, radio and television working as a writer, and on-air anchor and reporter. A graduate of Vassar College and a Manhattan native, Cari currently lives in the Washington, D.C. area with her three children.