Our Team


Client Service Director 

As the Client Service Director Kelsey works directly with SJG clients and Scott Greenberg. She is involved with all client operations and assists Scott with client procedures. She has a background in operations and is continuously presenting positive changes to the practice. Kelsey is here to help make the SJG client experience the best it can be.



Director of Asset Management

As the Director of Asset Management, Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals.  Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning. 

Graduating from James Madison University in 1999 with a Finance degree, Dan's nearly two decades of experience in the profession has allowed him to gain invaluable knowledge of the economic and financial industry. Dan was tapped to lead the investment team in 2002.  In July of 2016 Dan achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today's climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi
    - Professional Business Fraternity




Chief of Controls, Mid-Atlantic Complex

Receiving her undergraduate degree from Hamilton College and her JD from Western New England College School of Law, Tasha has spent the majority of her career working in a compliance capacity within the financial services industry.  As the Chief of Controls for the Mid-Atlantic Complex, she oversees the sales practices of Equitable's financial professional for compliance with Equitable Advisors and FINRA regulations.

Tasha lives in Maryland with her husband.

Tasha has the FINRA S4, S7, S24, S53, and S66 registrations.




Senior Branch Operations Manager

As the Sr. Branch Operations Manager, Laura is responsible for the day-to-day operations of the office as well as working closely with the management, associates and staff.  She has her undergraduate degree from George Mason University and her graduate degree from Averett University.

Laura lives in Northern Virginia with her two rescue dogs and enjoys fitting in golf whenever possible.

Laura has the FINRA S6, S7, S24,and  S26 registrations.








Marketing Manager

Monika received her undergraduate degree Media Art and Desgn/Corporate Communications from James Madison University and her Masters in Business Administration degree from George Mason University. As the Marketing Manager, Monika oversees the strategy and implementation of branch and associate marketing. She coordinates trainings, branch and associate events, as well as is responsible for a variety of branch communications and social media. She's also responsible for our local branding in the community as well as college/universities.

Monika currently resides in Alexandria, VA with her husband and two cats.