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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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Director

Durham, McLean, Richmond, Raleigh, Roanoke

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Kristen Comeau

Regional Vice President

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

Lisa Dellinger

Manager, Client Service

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