Anthony Connor

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

703-342-1184
Email |

Rich Stein

Associate Vice President, Senior Financial Associate

703-356-9811
Email |
Dean Bahniuk headshot

Dean Bahniuk, CPA*, MBA

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Email |

Grace Benson

Senior Vice President - Financial Advisor

703-245-7903
Email |
Tommy Miller headshot

Tommy Miller, CFA®, CRPC®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

703-245-7904
Email |

Dianne Scott

Associate Vice President, Senior Business Associate

703-245-7902
Email |
Brynn Riley bio photo

Brynn Riley

Client Associate

703-674-9458

Who To Contact

Our team strives to provide you with exceptional service when you need it most. You will find our team members listed below, some common topics, and who to contact. Our hope is that this helps answer your questions quickly and efficiently.

Topic Primary/Backup
Administrative Brynn Riley/Dianne Scott
Scheduling reviews/meetings Dianne Scott/Grace Benson
Insurance Grace Benson/Tommy MIller
Wealth Planning Tommy Miller/Grace Benson
Trading Rich Stein/Grace Benson
  Tony Connor/Tommy Miller
Dianne Scott
Managed Account Trading Tony Connor/Grace Benson
General Market Questions Tony Connor/Rich Stein
  Grace Benson/Tommy Miller