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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

Keenan Stout, CFP®

Partner

McLean, Richmond, Roanoke

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

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

Lisa Dellinger

Manager, Client Service

Roanoke

Skylor Carroll

Relationship Manager

Roanoke

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Meet our Advisory Team

Search results for:

Ian Hamre, CFA®, CFP®

Kristen Comeau

Keenan Stout, CFP®

Joseph Young, CFP®, MBA, MSF, CRPC®

Lisa Dellinger

Skylor Carroll

Ready to get started?

Explore More

New York Estate Tax: What Families Need To Know

What Are QLACs and Who Should Consider One?

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

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