Our client's trust is our most treasured asset.

 

Matthew Lanham, CFP®, CIMA®, CPFA®, ChFC®

Managing Director - Financial Advisor, Senior Consulting Group

703-342-1187
Email |

Michael Aylward, CEBS®, CPFA®, CRPS®, MBA

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

703-342-1188
Email |

Natalie Miller, CFP®

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

703-342-1185
Email |

Laurel Kent

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

703-342-1190
image of Stacia Apostolos

Stacia Apostolos, AIF®, CPFA®, MBA

Financial Advisor

703-356-0079
Email |
image of Amanda Dachs

Amanda Dachs, CFP®

Senior Financial Associate

703-342-1181

Carla Gomez

Senior Registered Client Associate

703-342-1192

Nicole Aguinaldo, CPFA®, CRPS®

Investment Associate

703-342-1179
image added of Amber Germer

Amber Germer

Client Associate

703-245-7908

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.

advisor

Wealth Strategist


advisor

Wealth Management Banker


advisor

Trust Consultant


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