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.

Virginia

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. Additionally, she serves as the leader of our Northern Virginia office.

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 directly impact the lives of 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 helps professionals in their late 40s and early 50s who have reached a peak in their income and are seeking investment advice.

When she’s not at the office, Victoria is prone to taking fun road trips or catching a sporting event with her husband. She is a proud dog and cat mom who loves podcasts, cooking, and arts and crafts.
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

As a senior vice president, Phil has been intimately involved with the branding, expansion and leadership development of McAdam. 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 and income 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. To date, he has worked on literally thousands of financial planning cases in his career. 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.

“At McAdam, I’m known as the guy that helps you keep more of what you’ve already made, whether it be through wealth preservation or creative income tax planning solutions,” Phil says.

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 adult children and live in Great Falls, Virginia.

An avid golfer, tennis player and pickleball player, Phil also has coached many youth sports throughout his lifetime. 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®

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

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