James T. Christy bio photo

James Christy

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

703-245-7952
Jennifer Ruppert bio photo

Jennifer Ruppert, FPQP®

Senior Financial Associate

703-439-0116

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.

Emily Ferry

Wealth Management Consultant


Les Williams

Wealth Strategist


Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist


Cathy Walker

Trust Consultant


Tim Yarbrough

Retirement Plan Consultant


John Runge

Insurance and Annuity Consultant


Juliana Rodriguez

Associate Wealth Management Banker


Darren Roberts


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