Mary Mathias, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9554
Email |

Shawn O'Reilly, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9534
Email |

Susanne Nolan, CFP®

Senior Vice President - Financial Advisor

703-556-9486

Elisabeth Herold

Senior Client Associate

202-661-9584

Lois Quagliato

Senior Client Associate

540-722-5334
Image of Megan Kessler

Megan W. Kessler

Registered Client Associate

202-661-9513

Spencer Bennett

Sales Assistant 2

202-661-9538

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 Management Consultant