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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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Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Roanoke

Kristen Comeau

Regional Vice President

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

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

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

Keenan Stout, CFP®

Partner

McLean, Richmond, Roanoke

Lisa Dellinger

Manager, Client Service

Roanoke

Skylor Carroll

Service Operations Associate

Roanoke

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Meet our Advisory Team

Search results for:

Ian Hamre, CFA®, CFP®

Kristen Comeau

Joseph Young, CFP®, MBA, MSF, CRPC®

Keenan Stout, CFP®

Lisa Dellinger

Skylor Carroll

Ready to get started?

Explore More

Making Sense of Rising Treasury Yields

The New Math of Charitable Giving Tax Deductions

How To Keep Your Family Vacation Home in the Family

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