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.

Executive Team

Mike McAdam

CEO, Principal & Founder

Jack McAdam

CFO & COO

Edward O’Brien

Integrator, CCO

Heather Chavoustie

Senior Director of Operations

Chad Goldstein

Controller

Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

Investment Team

Linus Park, CFA®, CFP®

Investment Director

Kevin McAdam, MBA, CFA®

Director of Trading and RIA Manager

Christopher Colasurdo, CFP®, AWMA®

Senior RIA Operations Specialist

Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

Vice Presidents

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Joe MacDonald, CRPC®

Vice President, Chartered Retirement Planning Counselor

Kristen Koonce, CFP®

Vice President, Financial Advisor

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Shane Sweigart, CFP®

Vice President, Financial Advisor

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Joe MacDonald, CRPC®

Vice President, Chartered Retirement Planning Counselor

Parker Moody, CFP®

Senior Manager Team Lead

Davis Wilson

Senior Manager, Financial Advisor

Aaron Swenson

Senior Manager, Financial Advisor

Chris DeGiacomo

Senior Manager, Financial Advisor

Matthew Donohue

Senior Manager, Financial Advisor

Drew Gerety

Senior Manager, Financial Advisor

Ian Helmus

Senior Manager, Financial Advisor

Alec Hartman

Senior Manager, Financial Advisor

Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

Chris Nguyen

Client Service Business Manager, Financial Advisor

Steven Schmuhl

Client Service Relationship Manager

Tim Kindelin

Client Service Relationship Manager

Ashton Hartman

Client Development Specialist

Nick Sabo

Client Development Specialist

Henry Yocum

Client Service Relationship Manager

Cory Ramsden

Client Service Relationship Manager

Tyler Kendzior

Client Development Specialist

Operations Team

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Nathan Niewinski

Paraplanner, Financial Advisor

Nicholas Lucot

Paraplanner

Samantha Leitholf

Paraplanner

Sydney Nyles

Paraplanner

Holly Davis

Operations Manager

Caitlin Gumb

Operations Associate

McKenna Clapper

Operations Associate

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Kristen Koonce, CFP®

Vice President, Financial Advisor

Todd Flynn

Senior Manager, Financial Advisor

Alison Schwieterman, CFP®

Senior Manager, Financial Advisor

Austin Whittington, CFP®

Senior Manager, Financial Advisor

Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

Chris Nguyen

Client Service Business Manager, Financial Advisor

Steven Schmuhl

Client Service Relationship Manager

Tim Kindelin

Client Service Relationship Manager

Ashton Hartman

Client Development Specialist

Nick Sabo

Client Development Specialist

Henry Yocum

Client Service Relationship Manager

Cory Ramsden

Client Service Relationship Manager

Tyler Kendzior

Client Development Specialist

Operations Team

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Nathan Niewinski

Paraplanner, Financial Advisor

Nicholas Lucot

Paraplanner

Samantha Leitholf

Paraplanner

Sydney Nyles

Paraplanner

Holly Davis

Operations Manager

Caitlin Gumb

Operations Associate

McKenna Clapper

Operations Associate

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Shane Sweigart, CFP®

Vice President, Financial Advisor

Bobby Stark

Senior Manager, Financial Advisor

Ryan Steele, CFP®

Senior Manager Team Lead, Financial Advisor

Will Dulin

District Manager, Financial Advisor

Cody DiAmore

Financial Advisor

Josh Godick

Senior Manager, Financial Advisor

Jake Pinto, CFP®

Senior Manager, Financial Advisor

John MacAulay, CFP®

Senior Manager, Financial Advisor

Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

Chris Nguyen

Client Service Business Manager, Financial Advisor

Steven Schmuhl

Client Service Relationship Manager

Tim Kindelin

Client Service Relationship Manager

Ashton Hartman

Client Development Specialist

Nick Sabo

Client Development Specialist

Henry Yocum

Client Service Relationship Manager

Cory Ramsden

Client Service Relationship Manager

Tyler Kendzior

Client Development Specialist

Operations Team

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Nathan Niewinski

Paraplanner, Financial Advisor

Nicholas Lucot

Paraplanner

Samantha Leitholf

Paraplanner

Sydney Nyles

Paraplanner

Holly Davis

Operations Manager

Caitlin Gumb

Operations Associate

McKenna Clapper

Operations Associate

Serving Charlottesville and Tysons Corner

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Doug Smith, CRPC®

Senior Manager, Financial Advisor

Markus Malmgren

Senior Manager, Financial Advisor

Spencer Hall

Senior Manager, Financial Advisor

Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

Chris Nguyen

Client Service Business Manager, Financial Advisor

Steven Schmuhl

Client Service Relationship Manager

Tim Kindelin

Client Service Relationship Manager

Ashton Hartman

Client Development Specialist

Nick Sabo

Client Development Specialist

Henry Yocum

Client Service Relationship Manager

Cory Ramsden

Client Service Relationship Manager

Tyler Kendzior

Client Development Specialist

Operations Team

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Nathan Niewinski

Paraplanner, Financial Advisor

Nicholas Lucot

Paraplanner

Samantha Leitholf

Paraplanner

Sydney Nyles

Paraplanner

Holly Davis

Operations Manager

Caitlin Gumb

Operations Associate

McKenna Clapper

Operations Associate

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