How We Work
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:
- Did I save enough for retirement?
- Did I invest my assets in the right places?
- Which assets should I use first?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- How can I protect my beneficiaries and maximize tax strategies?
- Do I have enough life insurance for my family?
We specialize in creating an approach that is designed to address your individual situation.
Gina P. Wilson, ChFC®, CRPC®
Wealth Planning Advisor
Gina blends the heart of a teacher with the experience of a seasoned financial advisor to help clients feel more confident about their financial future. She focuses on building long-term relationships and providing clear, personalized...
Gregory Freeman
Advanced Planning Specialist
703-342-0423
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
Richard Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
703-342-0423
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
Derek Chesley
Case Design Specialist
703-342-0423
Derek Chesley has more than a decade of comprehensive experience in the financial services industry. He plays an integral part in case design and development as a member of the Solutions Team. His knowledge in the Financial Profiles...