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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Southeast: Greater Washington D.C.

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Joe Young

Joseph Young, CFP®, MBA, MSF, CRPC®

Managing Partner

Durham, McLean, Richmond, Raleigh, Roanoke

Aleksandr Olshanakiy

Financial Planner

Barbara Rishel

Barbara Rishel, MBA

Sr. Wealth Advisor

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Charles Meyer, Jr., CFA®, MBA

Partner

Courtney Eastlack

Managing Partner, Wealth Path Group

Dovid Price, CFP®

Sr. Wealth Advisor

Eric Schopf

Eric Schopf, MBA

Sr. Wealth Advisor

Evan Kennedy, CFP®, CIMA

Wealth Advisor

Fran Goldman - Sr. Wealth Advisor

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Heather-Molloy

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

Wealth Advisor

Ian Hamre, CFA®, CFP®

Sr. Wealth Advisor

Scott Murphy

J. Scott Murphy, MBA

Sr. Wealth Advisor

Jon Dinkins, CPA, PFS, CIMA, AIF

Principal, Sr Wealth Advisor

Keenan Stout, CFP®

Partner

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

Marcus Cooper

Wealth Advisor

Marina Sidelnikova, CPWA, AIF

Sr. Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Michael Creamer, CPA, CFP®, CDFA, ADPA, AIF, BFA

Sr. Wealth Advisor

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