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, Richmond, Raleigh, Roanoke

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Evan Kennedy, CFP®, CIMA

Wealth Advisor

Heather-Molloy

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

Wealth Advisor

Keenan Stout, CFP®

Wealth Advisor, Director

Kent Davis

Wealth Advisor

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Brian Oberle

Regional Vice President

Keith Wayne

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

Sr. 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

Liz Kreft

Client Service Specialist

Luke Jackson, CFP®

Financial Planner

Michael O’Brien

Financial Planner

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