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Team

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

703-842-0538

Gina.Wilson@IFPadvisor.com

With over 25 years of experience as a financial advisor, Gina provides sound financial advice and value-added service to her clients — always striving to build relationships based on mutual trust and respect. By taking a...

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Amy Nall

Client Service Associate

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...

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Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.

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Gregory Freeman

Advanced Planning Specialist

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...

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Derek Chesley

Case Design

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...
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