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

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Evan Kennedy, CFP®

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®

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

Brian Oberle

Regional Vice President

Keith Wayne

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

Sr. Financial Planner

Aleksandra Simic

Sr. Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Courtney Lavender

Sr. Client Service Specialist

Grace Farley

Director, Client Service

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

Lisa Dellinger

Manager, Client Service

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