image of Emily Huffman

Emily Huffman, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

202-661-9706
Email |

Drew Alvey, CFP®

Senior Financial Associate

301-309-2627

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group