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.

Search results for:

Market: Greater Washington D.C.

Clear All Filters

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

Ian Hamre, CFA®

Sr. 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

Marcus Cooper

Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Rick Gibson, CFP®

Wealth Advisor

Tyler Hillyer, 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

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

Ready to get started?

Explore More

Parent Helping Teen Build a Strong Credit History

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Insights

Planning for Retirement as a Stay-at-Home Spouse

December 16, 2024

Insights

6 Proven Habits for a Financially Secure Retirement

December 12, 2024

Continue Browsing