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Associates
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Omar Jennings
Chief Financial Strategist
Columbia, MD -
Daniel Rooner CFP®
Executive Vice President
Columbia, MD -
Matt Misiaszek CFP®, CRPC®
Executive Vice President
Frederick, MD -
Matthew O'Keefe CFP®
Executive Vice President
Annapolis, MD -
Jhena Roy
Client Relations Manager
Falls Church, VA -
Laura Brown
Chief Operations Officer
Falls Church, VA -
Tasha Coconis
Chief of Controls
Falls Church, VA -
Monika Battista
Sr. Marketing Manager
Falls Church, VA
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