Meet the professionals who can help
you advance your retirement.

We’ll be with you every step of the way, no matter where you are on your retirement journey.


Vicky Pazzalia

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

As a Chartered Retirement Planning Counselor℠ (CRPC®), Victoria works with individuals and families to provide comprehensive financial advice, focused on written retirement income planning and wealth management. She also does insurance planning and tax analysis to help clients keep more of what they earn and accrue throughout their lifetime.

A graduate of the University of Virginia, Victoria studied economics and psychology, saying it was important to find a career where she could explore both her business interest and her desire to impact others. Victoria especially enjoys working with recent retirees and “soon-to-bes” who plan to retire within the next five to 10 years. She also enjoys helping professionals in their late 40s and early 50s who have reached a peak in their income-seeking investment advice.

When she’s not at the office, Victoria is hitting the road with her husband for a road trip or  sporting event. She is a proud dog and cat mom who loves podcasts, cooking, and arts and crafts.

Phil Simonides

Phil Simonides, CFP®

Senior Vice President

A CERTIFIED FINANCIAL PLANNER™ professional, Phil is passionate about helping you grow your wealth — and preserve it. He works primarily with high net worth executives and entrepreneurs who are looking for retirement planning, wealth management, tax diversification, divorce settlement planning and estate planning.

Phil got his start in the financial services industry in 1988 and joined McAdam in 2011. With so much market uncertainty these days, Phil is particularly focused on Safe Money Strategies — asset management solutions that offer no possible loss of principal and are specifically designed for use in volatile markets.

Phil has been featured in such media outlets as The Wall Street Journal, CNBC, Bloomberg Radio, Investment News and Financial Advisor magazine. He is also a regular contributor to the Kiplinger’s Wealth Creation platform.

Phil graduated from Middlebury College. He and his wife have three children and live in Great Falls, Virginia.

An avid tennis player and golfer, Phil also has coached many youth sports. What’s more, he’s spent over 23 years serving as a charity auctioneer, event emcee, and board member of several local and national charitable organizations. To date, he has raised nearly $2 million from live auctioneer activities alone.

Doug Smith, CRPC®

Vice President, Financial Advisor

Michael Bond

Vice President, Financial Advisor

Client Service Team

Paul Mason

Client Service Relationship Manager, Financial Advisor

Steven Schmuhl

Client Relationship Manager, Financial Advisor

Tim Kindelin

Client Relationship Manager, Financial Advisor

Ashton Hartman

Client Development Specialist

Sebastian Dovi

Client Development Specialist

Nick Sabo

Client Development Specialist

Henry Yocum

Client Relationship Manager, Financial Advisor

Zachary Clark

Client Service Relationship Manager

Alyson Dana

Client Service Relationship Manager

Ben Lucas

Client Relationship Manager, Financial Advisor

Brianna Chiappetta

Client Development Specialist

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