Sally Kirkpatrick, AWM

Managing Director - Financial Advisor, Senior Consulting Group

301-907-2758 | Email
301-907-2701

Sally has been in the financial services industry since 1993, transitioning from a prestigious career in politics. As part of her expertise, she holds the Accredited Investment Fiduciary (AIF®) and Accredited Wealth Manager (AWM) designations. The Accredited Investment Fiduciary demonstrates she is interested in and working towards the best interests of her clients. The Accredited Wealth Manager program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of financial advisors. The training focuses on estate planning, insurance solutions, advanced investment strategies and business succession planning. In addition to these designations, she holds the Series 7, 31, 63 and 65 licenses as well as life and health insurance licenses. 

Sally has been recognized both locally and nationally for her accomplishments. She has been named one of the top 150 financial advisors in the D.C. Metropolitan area by Washingtonian Magazine several times, and has been interviewed by publications such as Forbes. Sally has also been recognized within RBC Wealth Management by being named to the firms Chairman’s Council, an honor bestowed upon the top 150 financial advisors in the firm. For many years, she has served as a guest lecturer at the Foreign Service institute, speaking on personal financial planning. 

Sally has specialized experience in national political and economic issues, and a keen understanding of how these issues may affect financial markets and ultimately client goals and objectives. This proficiency was gained in her ten plus years of experience in Washington, D.C., serving in positions with the U.S. House of Representatives, the U.S. Senate and both the Reagan and Bush administrations. She was appointed by President Ronald Reagan as a member of the Provider Reimbursement Review Board and appointed as the Deputy Assistant Secretary for Legislation; and later to be a member of the PRRB Counsel for the United States Department of Health and Human Services. Prior to that, she served in the private sector as the senior legislative counsel for the Alliance of American Insurers and lobbyist for the American Insurance Association. She also served on President Reagan’s Private Sector Survey and Cost Control Commission (The Grace Commission). 

Active in many civic causes, Sally currently serves on the Board of Directors of the Boys and Girls Clubs of Metropolitan Washington. Sally also served as a member of the Board of the Women’s Association of Financial Advisors and as President of the Denison University DC Alumni club. 

A graduate of Denison University in Granville, Ohio, with a Bachelor of Arts degree, Sally also has a Juris Doctor from Ohio Northern University Pettit College of Law in Ada, Ohio. She and her husband are residents of Keswick, VA and Washington DC.

Tommy Miller, CFA®, CRPC®

Financial Advisor

301-907-2759 | Email
301-907-2701

Tom is a significant member of the team who is responsible for many aspects of our process. He develops and presents strategies for retirement planning, insurance services, educational funding and investment management. Tom’s focus is to understand our client’s financial objectives and provide recommendations to meet their specific needs. He creates personalized investment analysis to guide, implement and monitor recommended strategies. 

Tom is a Chartered Retirement Planning Counselor (CRPC®) and is Series 7, 66 and insurance licensed. Tom has also completed levels one and two of the Chartered Financial Analyst program (CFA) which focuses on complex financial topics such as investment analysis, performance reporting, risk assessment, security valuation and portfolio management. He has over ten years of experience in the financial services industry and adds tremendous value to client relationships. 

Tom and his wife are residents of Arlington, Virginia.

Caroline Worthy

Registered Client Associate

301-907-2714 | Email

Caroline is responsible for daily client service and team operational support. She can be relied upon to process fund and security transfers, to open and maintain new accounts, and to prepare for client meetings.

Caroline earned her Bachelor of Science from St Joseph’s University in Philadelphia in May 2015. Immediately upon graduation, she began working as an intern at RBC Wealth Management.  A native of the area, Caroline resides of Washington, DC, and is an active member of the Junior League of Washington.