My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Brian Grissom, CFP®
Director - Investments & Operations
Office 703-539-6804
Lauren Barnak, CFP®
Director - Advanced Financial Planning
Office 703-539-6844
Sally B Ruffolo
Associate Financial Representative
Office 703-848-4880
Mobile 571-405-1218
John Paul E Moraca
Associate WMC Advisor
Office 703-539-6825