Susanne Nolan, CFP®

Senior Vice President - Financial Advisor

703-556-9486

Lois Quagliato

Senior Client Associate

703-342-1191

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.

Liz Jacovino, CFP®, CTFA

Wealth Strategist


David Brown

Wealth Planning Consultant


Mike Berens

Wealth Management Consultant


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Lindsay Strickland

Senior Portfolio Advisor


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