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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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Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

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

Keenan Stout, CFP®

Partner

McLean, Richmond, Roanoke

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Roanoke

Lisa Dellinger

Manager, Client Service

Roanoke

Skylor Carroll

Service Operations Associate

Roanoke

Kristen Comeau

Regional Vice President

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

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Meet our Advisory Team

Search results for:

Joseph Young, CFP®, MBA, MSF, CRPC®

Keenan Stout, CFP®

Ian Hamre, CFA®, CFP®

Lisa Dellinger

Skylor Carroll

Kristen Comeau

Ready to get started?

Explore More

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The DINK Financial Advantage: Building Wealth Together

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