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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Scott Greenberg

Scott J. Greenberg CFP®, RICP®, ChFC

Chief Financial Strategist

(703) 205-0407

Kelsey Peck

Kelsey Peck

Client Service Director

Dan McNulty

Dan McNulty, AIF®

Director of Asset Management

Laura Brown

Laura Brown, MBA

Senior Branch Operations Manager

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