FPA Headlinescdn.ymaws.com/...Kenneth C. Robinson, CFP® 2015 FPA NCA President [email protected]...

FPA National Capital Area Newsletter Page 1 February 2015

President’s Message Brian Jones, CFP®

Continued on page three

A Pinnacle Award Level Chapter Recipient of FPA National’s Highest

Level Award for 13 Consecutive Years!

Volume 16, No. 2, February, 2015 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Ken Robinson, CFP® President’s Message

Our annual Winter Symposium certainly kicked off the New Year with a bang last month. The event was a huge

success, and thankfully, we dodged the winter weather! I hope you were able to attend. Despite Punxsutawney Phil’s

prediction of another 6 weeks of winter, we can all hope for an early Spring. After all, the Super Bowl is behind us

and baseball Spring training is less than a month away. In the meantime, we have a lot of exciting events to look

forward to in the coming weeks.

On Friday, February 27th, we are holding our 2nd Annual Career Fair at the McLean Hilton in Tysons Corner. The

event was an enormous success last year, and we are expecting another big turnout this year. As a registered attendee,

you will have the opportunity to interview recent graduates and seniors seeking employment opportunities as well as

underclassmen looking for internships. Even if you are just exploring the possibly of hiring someone, you should sign

up for this event because you just might find the perfect fit for your firm. The Career Fair will include a luncheon

with keynote speaker Mark Tibergien, who is one of the most sought-after speakers in the country on the topic of

practice management and succession planning. Space is limited, so click HERE and register soon as an employer.

If you do not plan to participate in the Career Fair, you can still sign up for and attend the luncheon as a stand-

alone event. And you do not want to miss this luncheon with Mark Tibergien on Friday, February 27th! If you are

interested in attending only the luncheon, please click HERE to register.

As we move into March, there are a couple of great events on the calendar. The popular NexGen Study Group will

convene again on Tuesday, March 10th at the offices of SBSB in McLean, Virginia. If you are 36 or under, please

click HERE to sign up for this outstanding opportunity to learn and network with your NexGen colleagues.

Continued on next page

http://www.fpanca.org/

http://www.fpanca.org/events/event_details.asp?id=531557&group=




FPA membership pays for itself. Use your benefits today.

>> Download your new FPA Member Discount Guide now.

Please tell your fellow FPA members about this guide so they can take advantage of

their discounts, too.

Continued from previous page

We also have our Media Training and Luncheon Event on Thursday, March 19th at the Bethesda Country Club.

We are very fortunate to have Ben Lewis, Director of Public Relations for the Financial Planning Association,

conducting our Media Training this year. Ben is an excellent presenter as well as a wonderful resource for all public

relations and media matters. After Media Training is concluded, we will have our luncheon program with Helen

Modly of Focus Wealth Management, Ltd. Helen will be presenting on the topic of Inherited Retirement Plans and

all of the potential problems arising from the inheritance of different types of retirement accounts. Please click

HERE to register for one or both of these events.

Please visit our Community Calendar for a list of upcoming events and then add them to your calendar! We also have

published a comprehensive list of events for the year in our February Newsletter, so please turn to page 4 and get

everything on your calendar for the entire year.

As always, we need your feedback and suggestions to help us make our programs even better. So please reach out to

us with your thoughts and ideas. The contact information for our Board of Directors is listed HERE. And please get

involved and volunteer for one of our committees. It is a great way to make an impact and to build new relationships

with your colleagues.

Best Regards,

Ken Kenneth C. Robinson, CFP®

2015 FPA NCA President

[email protected]

http://fpa.informz.net/z/cjUucD9taT0zNTgwNjc2JnA9MSZ1PTgyNDM3MTkyOCZsaT0yMTA1Mzc3Nw/index.html

http://fpa.informz.net/z/cjUucD9taT0zNTgwNjc2JnA9MSZ1PTgyNDM3MTkyOCZsaT0yMTA1Mzc3Ng/index.html


http://fpanca.site-ym.com/events/event_list.asp

http://fpanca.site-ym.com/?2015FPANCABoard

mailto:[email protected]



2015 FPA NCA EVENT SCHEDULE

Details on our activities are published on our web site at www.fpanca.org

Friday, February 13, 2015 – Member Breakfast, Jon Yankee’s Office, Reston, VA, 8AM – 10AM

Friday, February 27, 2015 – Career Fair, McLean Hilton, McLean, VA – 8AM – 5PM

Tuesday, March 10, 2015 – NexGen Study Group, SBSB, McLean, VA – 5:00PM – 7:00PM

Thursday, March 19, 2015 – Media Training and Luncheon Program, Bethesda, MD, 9:30AM – 2PM

Thursday, April 16, 2015 – Member and NexGen Happy Hour, Chima, McLean, VA, 5PM – 7PM

Wednesday, May 6, 2015 – Charity Golf Event – Reston National, Reston, VA, 1PM – 7PM

Friday, May 8, 2015 – Member Breakfast, Dan Lash’s Office, Vienna, VA, 8AM – 10AM

Saturday, May 9, 2015 – NexGen Retreat, Location TBD

Wednesday, June 3, 2015 – Spring Symposium, Featuring ED SLOTT, McLean Hilton, McLean, VA

Tuesday, July 7, 2015 – NexGen Study Group, SBSB, McLean, VA – 5:00PM – 7:00PM

Thursday, July 16, 2015 – Professional Development and Luncheon Program, Maggiano’s Rest., McLean, VA

Saturday, August 8, 2015 – Member Night at the Nats Game, National Park, Washington, DC, 7PM

Wednesday, September 2, 2015 – Member and NexGen Happy Hour, Chima’s, McLean, VA, 5PM-7PM

Friday, September 11, 2015 – Chapter Day of Service, Location to be Determined

Thursday, September 17, 2015 – Speaker Program, Bethesda Country Club, Bethesda, MD

Thursday, October 15, 2015 – Speaker Program, Maggiano’s Rest., McLean, VA

Tuesday, November 4, 2015 – NexGen Study Group, SBSB, McLean, VA, 5PM – 7PM

Thursday, November 12, 2015 – Speaker Program, Bethesda Country Club, Bethesda, MD

Thursday, December 12, 2015 – Speaker Program, Maggiano’s Rest., McLean, VA




FPA National Capital Area Chapter’s Career Day

A Professional Development Program and Job Fair

Where: Hilton McLean Tyson’s Corner (7920 Jones Branch Drive, McLean, VA 22102)

When: Friday, February 27th, 2015

Whom: Job and internship seekers, interviewing/hiring firms, financial planning program advisors, sponsors &

volunteers

What:

Career Day is a professional development event hosted by the National Capital Area chapter of the

Financial Planning Association. The event is aimed at all levels of financial planners – from those students just

beginning to take financial planning courses and seeking internships to learn more about the profession, to

seasoned professionals who run some of the most successful businesses around.

Students from nearby financial planning programs are invited to attend for a multitude of reasons: interview

with the leading firms in the area for internship and/or full-time positions; meet some of the movers and shakers in

the financial planning profession; meet young, NexGen members in the area and begin to build your professional

network of peers; hear NexGen members discuss and explain their transition from student to professional and all

the struggles and successes along the path; learn the best tips for success; and more!

Professionals are encouraged and invited to attend and can expect to be provided the opportunity to: meet

the next generation of financial planners and learn more about them and their excitement for the profession; learn

more about the financial planning programs nearby from the advisors who attend; network with your own

professional network of local financial planners; interview students and others seeking internships and/or full-time

employment; and more!

Advisors from these nearby colleges and universities are also invited to attend to spread the word about the

financial planning programs and educate those who may not be familiar with the school/program. It’s a great

opportunity to meet financial planners and get your school on their list. These planners are likely extremely

willing to meet your students and provide guidance, tips and advice; and maybe even attend a program meeting at

your school.

National Capital Area FPA members who are not currently hiring or interested in the Career Fair piece of

the day are invited to join us for a luncheon program – network, get to know the students, enjoy a delicious lunch

and listen to the invited speaker.

Questions? Contact the head of the Career Day Committee, Ginnie Baker ([email protected])





Don’t Miss the Excitement of Congratulating Our Award Winners at the Symposium!

Howard Pressman and Eric Hess Accepted their Awards at the Winter Symposium!

Marjorie Fox will Accept her Award at the Spring Symposium Due to Another Conflict in January!

Be There to Congratulate Them on Their Accomplishments!







March 19, 2015 – 9:30AM Check-in

Media Training presented by Ben Lewis, FPA Public Relations Director

Bethesda Country Club, Bethesda, MD

This is an opportunity for chapter members to learn what it takes to interact with the media effectively. Members

who are CFP® professionals and attend the training will be able to take advantage of the many media queries that

FPA sends out on behalf of journalists across the country. Become a "go to" source for journalists looking for

information and commentary on personal finance, financial planning and the profession!

Each 90-minute media training program, conducted by FPA Director of Public Relations Ben Lewis, covers the

essentials in working with journalists. Not only is media training mandatory for all CFP® members who want to

receive FPA media queries, but the information will enable you to effectively approach media relations within your

own business! Register on line and attend this program: www.fpanca.org.

March 19, 2015 – 11:30AM Check-in

Luncheon Program presented by Helen Modly, CFP®

Bethesda Country Club, Bethesda, MD

Helen Modly, CFP, CPWA is a principal of Focus Wealth Management, Ltd., a women‐owned fee‐only firm in

Middleburg, Virginia. She has been recognized as one of the top wealth managers by The Washingtonian Magazine,

Northern Virginia Magazine and Virginia Living Magazine.

Helen was selected by the membership of the Financial Planning Association‐National Capital Area chapter as the

2010 Financial Planner of the Year. She is currently Chair of the local chapter for 2015.

Helen speaks regularly to diverse audiences and has presented at both local and national industry venues such as the

Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the

Virginia Society of CPA’s Professional Development conference, the Fairfax, VA Bar Association (Trusts and

Estates).

She is also frequently quoted in consumer publications such as the Wall Street Journal, Forbes, Money, Business

Week, Washington Business Journal, Washington Post, and Bloomberg as well as frequent mentions in the financial

industry media. Helen’s columns on financial planning and practice management issues appear regularly on

MorningstarAdvisor.com and Horsesmouth.com.

This luncheon presentation will deal with Inherited Retirement Plans and some of the problems that can be

encountered with these inherited plans. Please register on line at: www.fpanca.org.




Please Register on-line for all Events:

www.fpanca.org



MEMBER BREAKFAST – February 13, 2015 – 8AM – 10AM

Office of FJY Financial, Reston, VA

Please come meet your Board! Please come and get to know YOUR Chapter better!

Register now at www.fpanca.org!



MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for 2015!

Five Year Members

Howard R. Pressman, Kristen R. Lindhal, Richard Wax

Ten Year Members

Elizabeth Clough, Roy W. Werthmuller

Fifteen Year Members

Eric D. Hess, David B. Kaufman, Orestes V. West, Jason L. Williams, Edward M. Tilghman

Twenty Year Members

Walter R. Lincoln, Ted Halpern

Twenty Five Year Members

Delanne Conte

Thirty Year Members

Margaret M. Welch, Russell E. Strand, Herb Hopwood

Don’t Miss Our Latest News!

Please Visit Our Website Often for the Latest Updates!

Please make sure your Email is Current to receive our Email Announcements

about our Events!

Mark Your Calendar for our 2015 Schedule so You Won’t Miss Anything!





Don’t Miss our June 3, 2015 Spring Symposium!

7AM – 6PM – McLean Hilton, McLean, VA

Key Note Speaker: Ed Slott

Presenting: Ed Slott’s 2015 Action Plan:

A Business-Building Program for Financial Advisors

2015 Brings New Opportunities for Top Advisors

to Showcase their Retirement Panning Expertise

Stealth taxes are back and tax bracket management is critical. The tax planning paradigm has

changed - income and retirement tax planning for your best clients will trump traditional planning. Life insurance

and other tax free solutions are more valuable. Your top clients and prospects are the prime targets and need help

navigating an increasingly complex tax code that will erode their retirement income and leave less for heirs. Many

of these problems are already lurking under the hood of their retirement plans waiting to strike at the worst

possible time – at retirement, when the funds are needed the most. Learn how to create lasting practical retirement,

tax and estate plans that showcase your expertise, and eliminate your competition for good.

Don’t Miss this Symposium! Register on line at www.fpanca.org!

FPA Retreat 2015

April 20-23

Join a select gathering of dedicated financial planning professionals for extraordinary learning experiences

centered around advancing the art and science of financial planning for more meaningful impact on client’s lives.

Château Élan is North Atlanta’s premier meeting destination that offers championship golf, a full-production win-

ery, European health spa, and world-class amenities and the location of FPA Retreat 2015.

Just 40 minutes north of Atlanta, attendees can experience warm southern hospitality combined with the beauty of

the French countryside. From these lush vines of Chardonnay, Merlot, Cabernet & Riesling grapes, to 63 holes

of championship golf and full-service spa services – you’ll enjoy the ultimate retreat!

Register on line: http://fparetreat.org/register/


http://www.chateauelan.com/meetings-conferences.html

http://www.chateauelan.com/chateau-elan-golf-club.html

http://www.chateauelan.com/menu-winery.html

http://www.chateauelan.com/menu-winery.html

http://www.chateauelan.com/spa-at-chateau-elan.html

http://fparetreat.org/register/



CONGRATULATIONS TO OUR FPA NCA MEMBER CHRIS RIVERS, CFP®

FEATURED IN REP MAGAZINE AS ONE OF “TOP 50 NEXGEN IBD ADVISORS”

Top 50 Next Gen Independent Broker/Dealer Advisors

REP Magazine - January 2015

Named #16 on REP Magazine's list of "Top 50 Next Gen Independent Broker/Dealer Advisors" for 2015.

Advisors on this list are ranked exclusively by assets under management. Nominations were solicited from the top

30 independent broker/dealers by headcount.

As a principal of Armstrong, Fleming & Moore, Inc., Chris provides individuals and couples with personalized and

comprehensive financial planning services, including guidance on investment, retirement, tax, and estate planning

issues, as well as other wealth management needs.

Chris has twice been named to REP Magazine's list of "Top 50 NextGen Independent Broker/Dealer Advisors," in

2014 and 2015.

Chris and his wife, Caroline, grew up in Rockville, Maryland. They currently live in Silver Spring, Maryland, with

their three children, Annie, Billy, and Claire, as well as Oliver, their yellow lab. In the little free time he has, Chris

likes to read, particularly history and classic novels. He is an avid music fan with a growing collection of vinyl LPs

and is a craft beer enthusiast who enjoys exploring esoteric styles. He is a mediocre golfer, a volunteer basketball

coach, and a passionate fan of the Washington Nationals and the University of Maryland, along with the Wizards

and Redskins. A baseball history buff, he is a member of the Society for American Baseball Research.

Chris earned a degree in finance from the University of Maryland. After graduation, Chris joined Armstrong, Welch

& MacIntyre, a precursor to AFM, as a portfolio analyst. He served in that capacity for seven years, working

primarily with Alex Armstrong. He then earned his CFP® certificate and began working with clients of his own on a

daily basis.

He currently serves on the Board of Directors of the Financial Planning Association’s National Capital Area

chapter. He has been quoted in the Washington Times and has spoken at DC area schools on financial planning

topics. Chris has served as a subject matter expert for the Certified Financial Planning Board of Standards,

contributing to the development of exam questions for the CFP® certification examination. Chris is a CERTIFIED

FINANCIAL PLANNER™ certificant and holds the FINRA Series 7 and 63 securities registrations as a registered

representative of Commonwealth Financial Network®, as well as various state insurance licenses.

In addition to his work with clients, Chris is the editor of AFM’s Financial Strategies newsletter and is a member of

the AFM Investment Committee.


WELCOME JANUARY NEW MEMBERS

William Cole CFP® Nell Cordick CFP®

Burke and Herbert Wealth BB&T Management 6624 McCambell Cluster 4235 Annandale Rd Centreville, VA 20120 Annandale, VA 22003 Phone: (703) 531-2029 Phone: (703) 837-3842 Email: [email protected] Email: [email protected] Anthony Cortina CFP® Peter Fahrenthold CPA, CEBS, CPCU, 1503 N Colonial Ct CTP Arlington, VA 22209 6339 31st Pl NW Phone: (202) 822-1225 Washington, DC 20015 Email: [email protected] Phone: (703) 280-4182 Fax: (703) 846-9605 Email: [email protected] William Howard CFP® Michael Lin Ameriprise Financial McGladrey 7150 Heritage Village Plaza Ste 201 2000 N Adams St Apt 632 Gainesville, VA 20155 Arlington, VA 22201 Phone: (703) 753-2955 Phone: (240) 620-6482 Fax: (703) 753-6638 Email: [email protected] Email: [email protected] William Stade CFP® James Young Capitol Securities Management Westpark Financial and NADART 7820 Elsinore Dr 8400 Westpark Dr Manassas, VA 20112 McLean, VA 22102 Phone: (703) 821-2010 Phone: (301) 922-1039 Email: [email protected] Email: [email protected]










WHERE WERE YOU ON JANUARY 23?

DID YOU MISS THE SYMPOSIUM?

IT RECEIVED RAVE REVIEWS,

AND YOU MISSED A GREAT DAY IF YOU WERE NOT THERE!!

CHECK OUT OUR PHOTOS

SEE MORE PHOTOS HERE!

https://plus.google.com/photos/+RyanFlemingCFP/albums/6107751688920317377?authkey=CMr8z9yC3JOUlgE


We recognize our FPA National Capital Area Corporate Sponsors & Partners for their special

commitment and support of our chapter. They deserve acknowledgement and endorsement

whenever possible from chapter members, as their generous contributions allow us to bring you

quality speakers and programs throughout the year.

Please take a moment to review our 2015 Corporate Sponsor Partners' Logos and representative

information. Please remember to thank our Sponsors for their support at all of our programs

and events and remember to open your door to them when they call..

2015 PLATINUM SPONSORS

ADVISOR SHARES

Paul Doupe, 202-765-0921, [email protected]

ALTMAN & ASSOCIATES

Gary Altman, (301) 468-3220, [email protected]

AMERICAN CENTURY INVESTMENTS

Wes Kabance, 703-402-6371, [email protected]

FIDELITY INVESTMENTS

Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492

[email protected] and [email protected]







2015 PLATINUM SPONSORS CONTINUED

INVESCO

David Matheson, 202-510-2281, Andrew Lill, 610-431-7595 and John Davenport

[email protected], [email protected], [email protected]

MONEYGUIDEPRO

Neil Wert, CFP®, 800-743-6938, x132, [email protected]

SCHWAB ADVISOR SERVICES

Robert Ciullo, 703-506-8243, [email protected]

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, [email protected]

2015 GOLD SPONSORS

ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK

Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367

[email protected] and [email protected]










2015 GOLD SPONSORS CONTINUED

AMERICAN FUNDS

Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334

[email protected], [email protected], [email protected], and

[email protected]

CATALYST FUNDS

Angele Ryan, 302-388-6900, [email protected]

COHEN AND STEERS

Ron Pucillo, [email protected]

1st PORTFOLIO

Will Gaines, 703-401-0241, [email protected]










IVY FUNDS

Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt

[email protected], [email protected] and [email protected]

JEFFERSON NATIONAL

Joe Richardson, 502-587-3837, [email protected]

MORNINGSTAR

Max Temkin, 312-244-7549, [email protected]

MOTLEY FOOL FUNDS

Lenore Reiner, 703-254-1558, [email protected]

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, [email protected]










PUTNAM INVESTMENTS

Brad Pheeney, 617-760-7206, [email protected]

TAMRO CAPITAL PARTNERS

Michael Sahakian, 703-740-1013, [email protected]

TRINET AMBROSE

Jon Biegel, 301-252-0603, [email protected]

VIRGINIA 529

Lori Bennett, 804-225-3421, [email protected]

WALTON INTERNATIONAL GROUP

Andrea Thoreson, 480-586-9243, [email protected]







2015 SILVER SPONSORS

BLACKROCK

Steve Degnan, 302-465-2030, [email protected]

CALVERT INVESTMENTS

Tacy Paul Roby, 301-951-4800, [email protected]

KAPLAN

Jennifer Kulasiewicz, 877-311-9762, [email protected]

WESTPARK FINANCIAL

Deborah Stevens, 703-827-6861, [email protected] and

Jim Young, 301-922-1039, [email protected]

Past Presidents Advisory Council (PPAC)

Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP

U. Calvin Brown, MST, CFP Glen J. Buco, CFP Elissa Buie, CFP

Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP Rita Cheng, CFP

Nicolet V. Evans, CFP Ryan Fleming, CFP Marjorie L. Fox, JD, CFP

Inga B. Frank, CFP Arthur M. Gelman, JD Barry Glassman, CFP

Eric Hess, CFP Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP

Brian T. Jones, CFP Timothy W. Jones, CFP Paul Juergensen, II, CFP

Glenn G. Kautt, CFP, EA I. Edward Markley, CFP Jack May, CFP

Helen Modly, CFP, CPWA Edward O’Hara, CFP, EA Christine Parker, CFP

Michael J. Rebibo, CFP Judy L. Redpath, AIF, CFP Sheldon E. Sacks, CFP

Karen P. Schaeffer, CFP Dana G. Sippel, CFP Victoria M. Trumbower,CPA

Anne Uno, CFP, EA Richard E. Vodra, JD, CFP Barbara A. Warner, CFP

Marysue J. Wechsler, CFP






The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo

and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning

Association.

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by

Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and

ongoing certification requirements.

YEAR 2015: OFFICERS & DIRECTORS

PRESIDENT PRESIDENT-ELECT

Ken Robinson, CFP® 703-327-7384 Dan Lash, CFP® 703-356-4360

KCR Wealth Management VLP Financial Advisors x703

E-Mail Address: [email protected] E-Mail Address: [email protected] SECRETARY AND CHAIR OF CAPITOL HILL DAY TREASURER Howard Pressman, CFP® 703-506-0843 Bryan Beatty, CFP® 703-506-0843

Egan, Berger, Weiner, LLC Egan, Berger, Weiner, LLC

E-Mail Address: [email protected] E-Mail Address: [email protected]

CHAIRMAN

Helen Modly, CFP® 540-931-9051

Focus Wealth Management, Ltd.

E-Mail Address: [email protected]

BOARD OF DIRECTORS:

PROGRAMS CO-DIRECTORS PRO BONO Co-DIRECTORS

Tommie Monez, CFP® 540-931-9051 Kathleen Sindell, PhD 703-299-1700

Focus Wealth Management, Ltd. GCSR, Inc.


Melissa Sotudeh, CFP® 240-268-1000 Parker Trasborg, CFP® 703-425-0700

Halpern Financial CJM Wealth Advisers, Ltd

Email: [email protected] E-Mail Address: [email protected] SPONSORSHIP/MARKETING CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS

Augie Zullo 703-871-1344 Joshua Halpern, CFP® 240-744-7125

Access National Mortgage Raymond James Financial Services Inc.


Chris Rivers, CFP® 202-887-8135 Rose Price, CFP® 703-356-4360

Armstrong, Fleming & Moore, Inc. VLP Financial Advisors

E-Mail Address: [email protected] E-Mail Address: [email protected] MEMBERSHIP CO-DIRECTORS NEXGEN CO-DIRECTORS

Patricia Ludwig 703-356-4360 Matt Davis 703-889-1104

VLP Financial Advisors FJY Financial

Email Address: [email protected] E-mail Address: [email protected]

Solon Vlasto, CFP® 703-356-4380 Lauren Grove 800-772-1887

Bernhardt Wealth Management Yeske Buie

Email Address: [email protected] E-mail Address: [email protected]

EXECUTIVE DIRECTOR PUBLIC RELATIONS DIRECTOR

Peggy Nelson 703-620-1712 Jon Yankee, CFP® 703-889-1104

FPA National Capital Area FJY Financial

E-mail Address: [email protected] E-mail Address: [email protected]




















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