Marianne serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process. She joined the team after completing an internship at our Reston office in the summer of 2021. She also interned at Simplicity Wealth Management, a Richmond-based financial planning firm. Marianne is a graduate of Virginia Tech, where she earned a degree in Finance through the university’s CFP® Certification Education Option. In school, she participated in several on-campus organizations including BASIS (Bonds and Securities Investing by Students), where she served as…

Mike is a Client Service Associate for the firm’s Reston, VA office. In this role, he supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process. Most recently, Mike worked as a financial associate for Fidelity Investments in Durham, NC, where he specialized in defined benefits and defined contributions. Having earned bachelor’s degrees in both Business Administration and Communication, he also holds the FINRA SIE license and various North Carolina insurance licenses. Mike resides in Raleigh, NC, where he enjoys his lifelong passion of playing…

Jake serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process. Previously, Jake worked as a Client Associate at Merrill Lynch, helping clients with financial planning. He is also a graduate of Virginia Tech, where he earned a degree in Finance through the university’s CFP® Certification Education Option. In school, he was an active member of several organizations and volunteering opportunities, including the Student Chapter of the Financial Planning Association and his fraternity’s Philanthropy Committee. Originally from Pennsylvania, Jake now resides…

Natallia is a Client Service Associate in the firm’s Reston, VA office. In this role, she supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process. Before joining the team, Natallia worked as a client service associate for Lynch Retirement Investment Group and also held several positions at Pinnacle Advisory Group. Originally from Belarus, Natallia now resides in Odenton, Maryland with her husband, dog and two cats, and enjoys yoga, dance, and theatre outside of the office. Previous Experience Client Service Associate at Lynch Retirement…