Meet Our Team

Brian has worked alongside Nolan since 2006 and specializes in investments. He is a CERTIFIED FINANCIAL PLANNER (CFP^®) certificant and has earned the Chartered Financial Consultant (CHFC^®) designation.  He is currently working on his Chartered Life Underwriter (CLU^®) and Retirement Income Certified Professional (RICP^®) designations. Additionally, he holds his FINRA Series 7, 63, and 24 securities and compliance licenses. Brian is committed to providing you with top-tier service every day. He focuses primarily on investments and portfolio management and the day to day operational procedures involved.

Brian grew up in Delaware and is a graduate of Elon University, majoring in Finance and minoring in Accounting. He and his family live in Aldie, VA.

How can Brian help you?

• He oversees strategic portfolio management (investment trading, rebalancing, cash reserve and replenishment)
• He manages interim cash flow needs (incoming and outgoing)
• He coordinates with accountants on tax information and needs throughout the year
• He develops portfolio asset allocations, investment strategies, and liquidations strategies
• He processes rollovers and transfers of assets
• He advises on asset allocations and rebalancing of outside accounts such as 401(k) Plans and 529 Plans

Lauren joined Brian and Nolan in 2011 and specializes in our clients' planning needs. She is a CERTIFIED FINANCIAL PLANNER (CFP^®) certificant. Additionally, she holds her Virginia Life, Health, Long-term Care, and Variable Annuity licenses as well as the FINRA Series 7 and 66 securities licenses. Lauren is also a two-time winner of the “Commitment to Excellence Award” for her passion and dedication to the quality of her work, her peers, and the service she delivers to clients. She focuses on advanced financial planning and building new client relationships.

Lauren grew up in Lehigh Valley, PA. She is a graduate of Millersville University with an honors degree in Quantitative Economics and minors in Finance and Math. She lives in Chantilly, VA with her husband Alex, their daughter Norah, and their Boston Terrier Ruby. Outside of work, Lauren enjoys cooking, exercising, gardening, arts and music.

How can Lauren help you?

• She develops and prepares your financial plan (Personal Planning Analysis)
• She is the point of contact for all new clients (investment and fee-based), and develops the initial relationship and client objectives
• She can advise on all financial planning topics but specializes in the following advanced planning areas:
  • Health Insurance and Medicare
  • Social Security
  • Executive Compensation Plans
  • Retirement Benefits
  • Multi-generational Planning
  • Education Planning
  • Long-term Care Insurance
• She manages all Fee-Based Planning cases
• She can conduct new client meetings and annual planning reviews
• She assists clients with emotional and stressful needs such as Long Term Care claims, changes stemming from family deaths or divorce, and debt management

JP joined the practice in 2015 and is an expert in our clients' financial planning and investment needs. He is a CERTIFIED FINANCIAL PLANNER ^(TM) (CFP^®) certificant and has obtained the Retirement Income Certified Professional (RICP®) designation. Additionally, he holds his FINRA Series 7, 6, 63, and 66 securities licenses in addition to his Virginia Life, Health, Long-term Care, and Variable Annuity licenses. His focus is on supporting clients with their individual needs, and relishes the variability this career provides.

JP grew up in Montgomery County, MD and is a graduate of the University of Maryland – University College. He lives in the Mosaic District in Merrifield, VA and loves the 10-minute commute to the office. Most evenings and weekends, he can be found at the local music venue or outdoors, whether it is playing ultimate frisbee, hiking, or relaxing in the sun.

How can JP help you?

• He opens, processes, oversees, and services all new and existing investment accounts
• He can develop and prepare your financial plan (Personal Planning Analysis)
• He can advise on all financial planning topics but specializes in the following advanced planning areas:
  • Charitable Giving
  • Insurance
  • Estate Planning
• He coordinates with accountant on tax-time questions
• He can manage cashiering activity in addition to processing ACH and wire transfers and internal money movement
• He can assist in creating your online viewing profile, electronic paperless delivery options, and navigating the client website

Katie has been with the practice since 2017. In that time, she has obtained her Virginia Life, Health, and Variable Annuity licenses as well as the FINRA Series 7 and 63 securities licenses. She is currently in the process of obtaining her CERTIFIED FINANCIAL PLANNING (CFP^®) designation. Katie is committed to providing you with top-tier service every day. She focuses primarily on the day to day operational procedures of the practice to include both financial planning and investments.

Katie is a graduate of George Mason University, majoring in Government and International Politics and minoring in Psychology. She lives with her family in Bristow, VA. Outside of work, Katie enjoys an eclectic variety of hobbies.

How can Katie help you?

• She develops and prepares financial plans (Personal Planning Analysis)
• She coordinates with clients on agendas and financial plan updates for meetings and reviews
• She assists Lauren with Fee-Based Planning cases
• She can provide analysis on financial plan scenarios or stress tests
• She can assist clients with an analysis of cash flow needs and the development of a cash flow system
• She assists Brian with advisory and brokerage trades, asset movement, and distributions
• She can assist clients with information and operations for insurance and billing accounts