Broker Check

703-821-1685

Leadership Team

Matthew Echaniz

Matthew Echaniz

Vice President, Southeast Division

757-777-3175

Stefan Lambert

Stefan Lambert

Regional Director

703-821-5063

Steve Koziol

Steve Koziol

Relationship Management Director, Southeast Division

757-777-3156

Xue C. Seo, CLU®

Xue C. Seo, CLU®

Business Operations Manager

410-339-6697

Kornelia Forvour

Kornelia Forvour

Regional Director of Operations

856-488-2823

Bethesda Office

6720-B Rockledge Drive, Suite 140
Bethesda. MD 20817

Michael Nolan

Nolan Financial Group

301-907-9500

Boston Office

44 School Street, 6th Floor
Boston, MA 02108

Michael Grinnell, CFP®

 

617-233-8003

Gaithersburg Office

9711 Washingtonian Blvd., Ste 550-505
Gaithersburg, MD 20878

Sarah Burton, CRPC®

Finturity

301-750-2665

Haymarket Office

15211 Royal Crest Dr., Suite 303
Haymarket, VA 20169

Michael May, CLU®, ChFC®

 

703-620-2997

Reston Office

1768 Business Center Dr., Suite 210
Reston, VA 20190

Cynthia Deavel, CFP®

Deavel Wealth Advisors

703-537-8796

Hayley Gregory

Deavel Wealth Advisors

703-537-8038

Rockville Office

5410 Edson Lane, Suite 320
Rockville, MD 20852

Jonathan Bulman, JD*, MBA, CRPC®

 

Private Wealth Architects

301-296-6290

Holly Mackay, CFP®, CLU®, ChFC®

 

301-296-6282

Amir Eyal, JD*, CFP®, AIF®

Mylestone Plans

301-816-3196

Aleksandr Roytman, JD*, CEBS®

Mylestone Plans

301-816-3196

Rockville Office

1300 Piccard Dr., Suite 206
Rockville, MD 20850

Silver Spring Office

8403 Colesville Road, Suite 845
Silver Spring, MD 20910

Eric Bailey, CFP®, CMFC®

 

Bailey Wealth Advisors

301-585-4701

John Henderson III, CRPC®

Bailey Wealth Advisors

301-585-4720

Silver Spring Office

10616 Dunkirk Drive
Silver Spring, MD 20902

Tim Ernst

301-569-3411

Vienna Office

8219 Leesburg Pike, Suite 200
Vienna, VA 22182

Hanif Akhtar, CLU®, ChFC®

 

703-287-1546

Harry Barton, ChFC®, CMFC®, CLU®

 

703-749-5031

Marylou Brewster, CMFC®

 

703-749-5026

Mark Bronfman, MBA, CPA*

 

703-549-5064

Courtney Caldwell, CMFC®

 

703-749-5079

Robert Eisenberg, CPA*, CLU®, ChFC®

 

Academy Financial, Inc

703-749-5025

Betsy Ellison

703-287-1572

Richard Faraone, CFP®

 

Academy Financial, Inc

703-287-1559

Robert Gottschling, ChFC®, CMFC®, CRPS®

 

703-749-5048

Mark Hughes

703-749-5055

Myrna Kassis, CFP®, CDFA®, CPA*, MBA

703-749-5034

Arthur McGonigal Jr., CFP®, CLU®, ChFC®, CMFC®, CRPC®



Heritage Financial Consultants, LLC

703-749-5051

Arthur McGonigal III

Heritage Financial Consultants, LLC

703-749-5071

Fred Schroeder, PhD, CFP®, ChFC®, CMFC®

 

703-749-5057

Peter Sharpe, CLU®, ChFC®

 

703-749-5054

Mark Sherno, CFP®, ChFC®, CMFC®, CBEC®

 

703-749-5056

Matt Sirpis

Heritage Financial Consultants, LLC

703-287-1569

Ann Sowder, CFA®

703-287-1541

Blair Bryant

301-585-4720

Karen DuVon, CRPC®

703-287-1582

Elizabeth Updike

Academy Financial, Inc

703-287-1589

Waldorf Office

2 Industrial Park Drive, Suite F1
Waldorf, MD 20602

Elizabeth Updike

Academy Financial, Inc

703-287-1589

Woodbridge Office

4323 Ridgewood Center Drive
Woodbridge, VA 22192

Steve Singer, CFP®

703-680-4524