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 Director

Durham, McLean, Richmond, Raleigh, Roanoke

Alex Olshanakiy

Financial Planner

Barbara Rishel, MBA

Sr. Wealth Advisor

Chad Meyer, Jr., CFA®, MBA

Sr. Wealth Advisor

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Courtney Eastlack

Managing Director of Wealth Path Group

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

Keenan Stout, CFP®

Wealth Advisor, Director

Kent Davis

Wealth Advisor

Lawrence Solomon

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

Marcus Cooper

Wealth Advisor

Mark Falamoun

Mark Falamoun, CFP®, EA

Wealth Advisor

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Scott Murphy, MBA

Sr. Wealth Advisor

Brian Oberle

Regional Vice President

Keith Wayne

Keith Wayne, CFP®, CSLP®, CRPC®, APMA®

Sr. Financial Planner

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