The Infinity Group - RBC Wealth Management

Jenn Wappaus, CEPA®, CFP®

First Vice President - Financial Advisor

Jenn Wappaus is the founder of The Infinity Group at RBC Wealth Management, where she works with business owners and executives, particularly those in the government contracting and professional services space, to help them navigate complexity, plan proactively, and make confident financial decisions across every stage of their lives and businesses.

Jenn founded The Infinity Group with a clear vision: to deliver senior-level, highly coordinated wealth strategies for clients whose financial lives extend far beyond traditional investment management. Her work centers on liquidity and exit planning, concentrated wealth management, tax-aware investing, and long-term legacy strategy, all delivered through a personal CFO-style approach that integrates investments with tax, legal, and business considerations.

Raised in an entrepreneurial family, Jenn gained early exposure to family-owned businesses across commercial real estate, construction, technology, and retail, an experience that continues to inform her practical, owner-centric approach. She understands the day-to-day demands of running a business as well as the long-term implications of succession and exit decisions, and she works closely with clients to prepare well in advance of liquidity events, when planning matters most.

Jenn earned her Bachelor of Science degree from The Pennsylvania State University, where she also competed as a Division I lacrosse athlete. She has more than 15+ years of experience in the financial services industry and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA®) designations, in addition to Series 7, 63, and 65 licenses.

Jenn is deeply involved in her community and professional organizations, including the Association for Corporate Growth and the Northern Virginia Chamber of Commerce. She is also a longtime supporter of the Multiple Sclerosis Society and The Haystack Project, which supports families affected by rare diseases, an organization close to her family’s heart. Jenn thrives on helping clients prepare, plan, and move forward with clarity, because when it comes to wealth, preparation is everything.

Kris Wappaus, CDFA®, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager

703-245-7907

Email |

Kris Wappaus is a Senior Vice President, Financial Advisor, and Senior Portfolio Manager with The Infinity Group at RBC Wealth Management. As a member of the group’s investment committee, Kris plays a key role in portfolio design, risk management, and the ongoing implementation of sophisticated investment strategies tailored to clients’ evolving goals.

Kris brings a highly analytical and disciplined perspective to wealth management, shaped by his engineering background and Bachelor of Applied Science degree from the University of Pennsylvania. His approach emphasizes precision, structure, and foresight, helping clients identify blind spots, manage complexity, and align their financial decisions with both personal values and long-term objectives.

Before joining RBC Wealth Management in 2020, Kris worked at UBS Financial Services, where he built deep experience advising high-net-worth individuals and families. He has passed the Series 7, 63, and 65 exams and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® (CDFA®) designations.

Kris focuses on helping clients navigate periods of transition, whether driven by career changes, family dynamics, or unexpected life events. He understands that even the best financial plans must remain flexible, and he works closely with clients to adapt strategies as circumstances and priorities evolve. In partnership with Jenn, Kris shares a vision of delivering thoughtful, coordinated advice that reflects both technical rigor and a deep understanding of family dynamics. Together, they bring a balanced perspective to clients’ financial journeys, combining strategic planning, investment expertise, and real-world insight.

Kris is active in the local community and is a member of the Reston Chamber of Commerce. He and Jenn support several charitable organizations, including No Boundaries, which serves wounded veterans, as well as causes focused on multiple sclerosis, ALS, and pediatric health. Kris and Jenn live in Reston, Virginia, with their three daughters.

Anthony Marrelli, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager

703-342-1198

Email |

Edward Schultz

Senior Vice President - Financial Advisor, Portfolio Director

703-356-9557

Sean Keller

Registered Client Associate

703-245-7919 703-261-3527

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.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Emily Ferry

Wealth Management Consultant

Emily spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Emily works diligently to address clients’ unique situations.

Genesis Chacon

Wealth Planning Associate

Genesis' role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Genesis assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

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About our team