Broker Check

Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gina P. Wilson, ChFC®, CRPC®

Wealth Planning Advisor

703-842-0538

Gina.Wilson@IFPadvisor.com

With the heart of a teacher and the passion of an experienced financial advisor, Gina’s purpose in life is to help clients turn their dream of lifetime financial confidence into reality. 

Read more

Rebecca Taylor Hayes

Client Relationship Manager

703-840-4294

Rebecca.Hayes@ifpadvisor.com

As Client Relationship Manager, Rebecca supports Gina throughout the financial planning process. From client communications and service requests, to data gathering, organization, appointment scheduling and meeting preparation, Rebecca...
Read more

Amy Nall

Operations Manager

703-840-4294

Amy.Nall@ifpadvisor.com

In her role, Amy ensures clients’ needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers...

Read more

Gregory Freeman

Advanced Planning Specialist

703-842-0538

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...

Read more

Derek Chesley

Case Design Specialist

703-842-0538

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...

Read more