Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: McLean

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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Midlothian, Raleigh, Roanoke

Edgar Parrish, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

Evan Kennedy, CFP®

Wealth Advisor

Katherine Parrish, CIMA®, AIF®

Sr. Wealth Advisor

Keenan Stout, CFP®

Wealth Advisor

Kent Davis

Wealth Advisor

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Rick Gibson, CFP®

Wealth Advisor

Brian Oberle

Regional Vice President

Keith Wayne

Keith Wayne, CFP®, CSLP®, CRPC®, APMA®

Financial Planner

Aleksandra Simic

Sr. Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Courtney Lavender

Sr. Client Service Specialist

Grace Farley

Director, Client Service

Luke Jackson

Client Service Specialist

Michael O’Brien

Sr. Client Service Specialist

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