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 Partner

McLean, Richmond, Roanoke, Hunt Valley, Washington, DC, Owings Mills

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Evan Kennedy, CFP®

Wealth Advisor

Heather-Molloy

Heather M. Molloy, CFP®, CPA/PFS, CDFA®

Wealth Advisor

Joseph McCarthy, CFP®, ChFC®

Wealth Advisor

Washington, DC, Hunt Valley, McLean, Owings Mills

Keenan Stout, CFP®

Partner

McLean, Richmond, Roanoke

Lawrence Solomon

Lawrence Solomon, MBA, CFP®

Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Ross Anderson

Wealth Advisor

Trey Ingram, CFP®, CAIA®, MBA

Wealth Advisor

Aleksandra Simic

Service Operations Associate

Ally Keasler

Sr. Client Service Specialist

Grace Farley

Sr. Director, Client Service

Liz Kreft

Client Service Specialist

Luke Jackson, CFP®

Financial Planner

Michael O’Brien

Financial Planner

Summer Miles operations manager

Summer Miles, Sr. Client Service Specialist

Relationship Manager

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Brian Oberle

Regional Vice President

Josh Frazier

Financial Planner

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