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

Chad Goldstein

Controller

Anthony Chirchirilio, CFP®, CRPC®

Executive Vice President, Senior Advisor of Investment Management

Kristen Koonce, CFP®

Senior Vice President of Strategy and Business Development, Financial Advisor

Cindy Bregman

Senior Director of Operations

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®

Executive Vice President, Senior Advisor of Investment Management

Senior Vice Presidents

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER™

Joe MacDonald, CRPC®

Senior Vice President, Chartered Retirement Planning Counselor

Kristen Koonce, CFP®

Senior Vice President of Strategy and Business Development, Financial Advisor

Victoria Pazzalia, CRPC®

Senior Vice President, Financial Advisor

Shane Sweigart, CFP®

Senior Vice President, Financial Advisor

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER™

Joe MacDonald, CRPC®

Senior Vice President, Chartered Retirement Planning Counselor

Parker Moody, CFP®

Vice President, Team Lead

Aaron Swenson

Vice President, Financial Advisor

Chris DeGiacomo, CFP®

Vice President, Financial Advisor

Matthew Donohue

Vice President, Financial Advisor

Drew Gerety

Vice President, Financial Advisor

Ian Helmus

Vice President, Financial Advisor

Alec Hartman

Vice President, Financial Advisor

Client Service Team

Paul Mason

Client Service Relationship Manager, Financial Advisor

Chris Nguyen

Client Service Business 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

Operations Team

Heather Chavoustie

Business Intelligence Analyst

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Sydney Nyles

Senior Paraplanner

Holly Davis

Operations Manager

McKenna Clapper

Operations Associate

Marketing Team

Patrick Oursler, CRPC®

Marketing Director, Financial Advisor

Tyler Kendzior

Client Development Specialist

Ryan Bleecher

Marketing Coordinator

Jill Brunetti

Marketing Coordinator

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER™

Kristen Koonce, CFP®

Senior Vice President of Strategy and Business Development, Financial Advisor

Todd Flynn

Vice President, Financial Advisor

Alison Whittington, CFP®

Vice President, Financial Advisor

Austin Whittington, CFP®

Vice President, Financial Advisor

Client Service Team

Paul Mason

Client Service Relationship Manager, Financial Advisor

Chris Nguyen

Client Service Business 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

Operations Team

Heather Chavoustie

Business Intelligence Analyst

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Sydney Nyles

Senior Paraplanner

Holly Davis

Operations Manager

McKenna Clapper

Operations Associate

Marketing Team

Patrick Oursler, CRPC®

Marketing Director, Financial Advisor

Tyler Kendzior

Client Development Specialist

Ryan Bleecher

Marketing Coordinator

Jill Brunetti

Marketing Coordinator

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER™

Shane Sweigart, CFP®

Senior Vice President, Financial Advisor

Bobby Stark

Vice President, Financial Advisor

Ryan Steele, CFP®

Vice President, Team Lead, Financial Advisor

Will Dulin

Vice President, Financial Advisor

Cody DiAmore

Vice President, Financial Advisor

Josh Godick

Vice President, Financial Advisor

Jake Pinto, CFP®

Vice President, Financial Advisor

John MacAulay, CFP®

Vice President, Financial Advisor

Joseph Radico

Vice President, Financial Advisor

Caleb Jelcick

Vice President, Financial Advisor

Client Service Team

Paul Mason

Client Service Relationship Manager, Financial Advisor

Chris Nguyen

Client Service Business 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

Operations Team

Heather Chavoustie

Business Intelligence Analyst

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Sydney Nyles

Senior Paraplanner

Holly Davis

Operations Manager

McKenna Clapper

Operations Associate

Marketing Team

Patrick Oursler, CRPC®

Marketing Director, Financial Advisor

Tyler Kendzior

Client Development Specialist

Ryan Bleecher

Marketing Coordinator

Jill Brunetti

Marketing Coordinator

Serving Charlottesville and Tysons Corner

Phil Simonides, CFP®

Executive Vice President, CERTIFIED FINANCIAL PLANNER™

Victoria Pazzalia, CRPC®

Senior Vice President, Financial Advisor

Doug Smith, CRPC®

Vice President, Financial Advisor

Michael Bond

Vice President, Financial Advisor

Client Service Team

Paul Mason

Client Service Relationship Manager, Financial Advisor

Chris Nguyen

Client Service Business 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

Operations Team

Heather Chavoustie

Business Intelligence Analyst

Jenna Ayoub

Administrative Assistant

Zachry McMann

Administrative Assistant

Joseph Hubert

Senior Paraplanner

Constantine Pavlack

Paraplanner, Financial Advisor

Sydney Nyles

Senior Paraplanner

Holly Davis

Operations Manager

McKenna Clapper

Operations Associate

Marketing Team

Patrick Oursler, CRPC®

Marketing Director, Financial Advisor

Tyler Kendzior

Client Development Specialist

Ryan Bleecher

Marketing Coordinator

Jill Brunetti

Marketing Coordinator

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