Newsletters

Top Financial Professionals 2012

Insurance

David Beck
Egan, Berger & Weiner
1919 Gallows Road, Suite 980, Vienna, VA 22182; 703-506-0843

Paul Chadowski
Chadowski Insurance Agency
11166 Fairfax Blvd., Suite 204, Fairfax, VA 22030; 703-385-2066

Steve Douglass
Preferred Insurance Solutions, LLC
20030 Century Blvd., Suite 201, Germantown, MD 20874; 703-777-6138

Keith Eig
Greenberg, Wexler & Eig LLC
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x306

Kenneth Fahmy
Fahmy & Associates
7649 Leesburg Pike, Falls Church, VA 22043; 703-760-4630

Scott Greenberg
Greenberg, Wexler & Eig LLC
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x304

David Greene
CJM Wealth Advisers, Ltd.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030; 703-425-0700

Craig Jones
John Hancock Mutual Life Insurance
8607 Westwood Center Drive, Third Floor, Vienna, VA 22182; 703-893-2550

Daniel Joss
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400 Reston, VA 20190; 703-889-1111

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Alan Meltzer
The Meltzer Group
6500 Rock Spring Drive, Suite 500, Bethesda, MD 20817; 301-581-7300

Michael Mullen
Washington Financial
9700 Mill Run Drive, Great Falls, VA 22066; 703-759-1993

Kim Natovitz
The Natovitz Group, Inc
6500 Rock Spring Drive, Suite 500, Bethesda, MD 20817; 301-581-7333

Rob Robertory
Northwestern Mutual Life
10306 Eaton Place, Suite 420, Fairfax, VA 22030; 703-539-6800

Thomas West
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

David Wexler
Greenberg Wexler & Eig LLC
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x305

 

Risk Management

Marjorie Fox
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400 Reston, VA 20190; 703-889-1111

Mitchell Freedman
Lane McVicker
12020 Sunrise Valley Drive, Reston, VA 20191; 703-437-9800

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Everette Orr
Orr Financial Planning
2010 Corporate Ridge, Suite 700, McLean, VA 22102; 703-749-1415

Thomas C. West
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

John H. Wolff
Capital Fiduciary Advisors, LLC
1800 Robert Fulton Drive, Suite 110 Reston, VA 20191; 703-871-5961

 

Investment Planning

Sandi Atkins
Focus Wealth Management
112 W. Washington St., Suite 201, Middleburg, VA 20117; 540-931-9051

Bryan Beatty
Egan, Berger & Weiner LLC
1919 Gallows Road, Suite 980, Vienna, VA 22182; 703-506-0030 x105

Laurie Belew
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400 Reston, VA 20190; 703-889-1111

Paul Bennett
C5 Wealth Management, LLC
746 Walker Road, Suite 26, Great Falls, VA 22066; 703-759-7007

Brenda Blisk
Blisk Financial Group
7918 Jones Branch Drive, Suite 750, McLean, VA 22102; 703-748-5800

Cal Brown
The Monitor Group, Inc.
1430 Spring Hill Road, Suite 400, McLean, VA 22102; 703-288-0500

James J. Bruyette, CPA, CFP
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300

Glen Buco
West Financial Services Inc.
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

Elissa Buie
Yeske Buie
301 Maple Ave. W, Suite 600, Vienna, VA 22180; 703-538-2116

Stephan Cassaday
Cassaday & Company Inc.
8180 Greensboro Drive, Suite 1180, McLean, VA 22102; 703-506-8200

Stanley B. Corey Jr.
C5 Wealth Management, LLC
746 Walker Road, Suite 26, Great Falls, VA 22066; 703-759-7007

Fred Cornelius
Burt Associates
6010 Executive Blvd., Suite 900, Rockville, MD 20852; 301-770-9880

Kim Cox
West Financial Services
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

Ric Edelman
Edelman Financial Services, LLC
4000 Legato Road, 9th Floor, Fairfax, VA 22033; 888-752-6742

Michael Egan
Egan, Berger & Weiner, LLC
1919 Gallows Road, Suite 980, Vienna, VA 22182; 703-506-0030 x104

Jeff Eveland
Merrill Lynch
3 S. King St., Leesburg, VA 20175; 703-779-2903

Ryan Fleming
Armstrong, Fleming & Moore
1850 M St. NW, Suite 250, Washington, DC 20036; 202-887-8135

Marjorie Fox
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400, Reston, VA 20190; 703-889-1111

James Gambaccini
Acorn Financial Services
3600 Chain Bridge Road, Fairfax, VA 22030; 703-293-3100

Barry Glassman
Glassman Wealth Services, LLC
1600 Tysons Blvd., Suite 800, McLean, VA 22102; 703-534-4444

Patricia Houlihan
Houlihan Financial Resource Group
12021 Sunset Hills Road, Suite 300, Reston, VA 20190; 703-796-0800

Brian Jones
CJM Wealth Advisers, Ltd.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030; 703-425-0700

Timothy Jones
CJM Wealth Advisers, Ltd.
11320 Random Hills Road, Suite 250, Fairfax, VA 22030; 703-425-0700

Alfred (AJ) Jordano
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-4649

Mark Joseph
Sentinel Wealth Management Inc.
11710 Plaza America Drive, Suite 130, Reston, VA 20190; 703-787-5770

Daniel Joss
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400, Reston VA 20190; 703-889-1111

Jocelyn Kaplan
Advisors Financial Inc
510 N. Washington St., Falls Church, VA 22046; 703-883-0300

Glenn Kautt
The Monitor Group
1430 Spring Hill Road, Suite 400, McLean, VA 22102; 703-288-0500

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Clark A. Kendall
Kendall Capital
20 Courthouse Square, Suite 216, Rockville, MD 20850; 301-838-9110

Christopher Krell
Cassaday & Company Inc.
8180 Greensboro Drive, Suite 1180, McLean, VA 22102; 703-506-8200

Ron Lara
Lara, Shull & May, LLC
7600 Leesburg Pike, Suite 120, Falls Church, VA 22043; 703-827-2300

Daniel Lash
Financial Network Investment Corp.
8391 Old Courthouse Road, Suite 203, Vienna, VA 22182; 703-356-4360

Kenneth Robinson
The Monitor Group, Inc
1430 Spring Hill Road, Suite 400, McLean, VA 22102; 703-288-0500

Pamela G. Shortal, CPA, CFP
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-4646

Frank T. Shull IV
Lara, Shull & May, LLC
7600 Leesburg Pike, Suite 120, Falls Church, VA 22043; 703-827-2300

Dana Sippel
West Financial Services
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

Peter Speros
Sullivan, Bruyette, Speros & Blayney
8180 Greensboro Drive, Suite 1000, McLean, VA 22102; 703-734-9300

Greg Sullivan
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300

Thomas West
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Jason Williams
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-4645

Jon Yankee
Fox, Joss & Yankee
1925 Isaac Newton Square, Suite 400, Reston, VA 20190; 703-889-1111

David Yeske
Yeske Buie
301 Maple Ave. W, Suite 600, Vienna, VA 22180; 703-538-2116

 

Income Tax

Jim Alkire
Jim Alkire CPA
702 Pine St., Herndon, VA 22030; 703-467-8170

Phillip Baker
Regardie, Brooks & Lewis
7101 Wisconsin Ave., Suite 1012, Bethesda, MD 20814; 301-654-9000

Robert Baldassari
Mathews, Carter & Boyce
11320 Random Hills Road, Suite 600, Fairfax, VA 22030; 703-218-3600

Sharon Berman
Argy, Wiltse & Robinson
8405 Greensboro Drive, McLean, VA 22102; 703-770-6377

Kendall Coleman
CST Group Inc.
1800 Robert Fulton Drive, Suite 100, Reston, VA 20191; 703-391-2000

Douglas Dawson
Doug Dawson, CPA
1499 Chain Bridge Road, Suite 201, McLean, VA 22101; 703-847-0250

Patrick Dunne
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-4638

Dalbert B. Ginsberg
Ginsberg & Helfer, PLC
1250 Connecticut Ave. NW, Suite 525, Washington, DC 20036; 202-419-1400

Steve Halt
Halt, Buzas & Powell
1199 N. Fairfax St., 10th Floor, Alexandria, VA 22314; 703-836-1350

Joan Holtz
Argy, Wiltse & Robinson, P.C.
8405 Greensboro Drive, McLean, VA 22012; 703-770-0589

Bryan D. Hunt
Bryan Hunt, CPA
6101 Redwood Square Center., Suite 302, Centreville, VA 20121; 703-322-9770

John M. Persil
CST Group
1800 Robert Fulton Drive, Suite 100, Reston, VA 20191; 703-391-2000

Erica Schmitz
Radloff & Schmitz
10134 Colvin Run Road, Suite B, Great Falls, VA 22066; 703-759-6618

Celeste Scott
Celeste Scott, CPA, Attorney at Law
28 Westmoreland Drive, Sterling, VA 20165; 703- 444-3855

Jason Staub
Hansen, Staub and Associates
21-F Fort Evans Road NE, Leesburg, VA 20176; 703-771-1046

Mary Szpanka
CST Group
1800 Robert Fulton Drive, Suite 100, Reston, VA 20191; 703-391-2000

Mark Watts
CST Group
1800 Robert Fulton Drive, Suite 100, Reston, VA 20191; 703-391-2000

 

Retirement

Kristan Anderson
West Financial Services Inc.
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

Laurie Blackburn
Speck-Caudron Investment Group.
101 N. Union St., Suite 220, Alexandria, VA 22314; 703-739-4513

James J. Bruyette, CPA, CFP
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300

Glen Buco
West Financial Services Inc
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

John Carradice
Carradice & Associates
4004 Genesee Place, Suite 101, Woodbridge, VA 22192; 703-590-0326

Ric Edelman
Edelman Financial Services LLC
4000 Legato Road, 9th Floor, Fairfax, VA 22033; 888-752-6742

Michael Egan
Egan, Berger & Weiner
1919 Gallows Road, Suite 980, Vienna, VA 22182; 703-506-0030

Jeff Eveland
Merrill Lynch
3 S. King St., Leesburg, VA 20175; 703-779-2130

Marjorie Fox
Fox, Joss & Yankee, LLC
1925 Isaac Newton Square, Suite 400, Reston, VA 20190; 703-889-1111

James Gambaccini
Acorn Financial Servcies
3600 Chain Bridge Road, Fairfax, VA 22030; 703-293-3100

Barry Glassman
Glassman Wealth Services
1600 Tysons Blvd., Suite 800, McLean, VA 22102; 703-534-4444

Mark Johannessen
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300 x564

Alfred (AJ) Jordano
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300

Daniel Joss
Fox, Joss & Yankee
1925 Isaac Newton Square, Suite 400, Reston, VA 20190; 703-889-1111

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Ron Lara
Lara, Shull & May LLC
7600 Leesburg Pike, Suite 120, East Falls Church, VA 22043; 703-827-2300

Jack May
Lara, Shull & May LLC
7600 Leesburg Pike, Suite 120, East Falls Church, VA 22043; 703-761-3902

Shawn P. McLaughlin, AIF
McLaughlin Ryder Investments Inc.
1421 Prince St., Suite 400, Alexandria, VA 22314; 703-684-9222

Helen Modly
Focus Wealth Management
112 W. Washington St., Suite 201, Middleburg, VA 20117; 540-931-9051

Adam Morgan
C5 Wealth Management, LLC
746 Walker Road, Suite 26, Great Falls, VA 22066; 703-759-7007

Eileen O’Connor
McLean Asset Management
8200 Greensboro Drive, Suite 1150, McLean VA 22102; 571-405-3681

Everette Orr
Orr Financial Planning
2010 Corporate Ridge, Suite 700, McLean, VA 22102; 703-749-1415

Pamela G. Shortal, CPA, CFP
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-4646

Frank T. Shull IV
Lara, Shull & May LLC
7600 Leesburg Pike, Suite 120, East Falls Church, VA 22043; 703-827-2300

Dana Sippel
West Financial Services
1355 Beverly Road, Suite 250, McLean, VA 22101; 703-847-2500

Mark Weber
C5 Wealth Management, LLC
746 Walker Road, Suite 26, Great Falls, VA 22066; 703-759-7007

Thomas West
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Jason Williams
Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610, McLean, VA 22102; 703-734-9300

 

Estate Planning

Ronald Aucutt
McGuireWoods
1750 Tysons Blvd., Suite 1800, Tysons Corner, VA 22102; 703-712-5497

William Babcock
William L. Babcock, Jr. PC
526 King St., Suite 518, Alexandria, VA 22314; 703-518-8400

Leigh Basha
Holland & Knight
1600 Tysons Blvd., Suite 700, Tyson’s Corner, VA 22102; 703-720-8600

Holly Bastian
Arent Fox LLP
1050 Connecticut Ave. NW, Washington, DC 20036; 202-857-6000

Thomas Campbell
Yates, Campbell & Hoeg
4165 Chain Bridge Road, Fairfax, VA 22030; 703-273-4230

Deborah Donick Cochran
Cochran & Owen, LLC
8000 Towers Crescent Drive, Suite 160; Vienna, VA 22182; 703-847-4480

Charles P. Cocke
CST Group
1800 Robert Fulton Drive, Suite 100, Reston, VA 20191; 703-391-2000

John Dedon
Odin Feldman & Pittleman
9302 Lee Highway, Suite 1100, Fairfax, VA 22031; 703-218-2131

Donna Fincher
Vaughan, Fincher & Sotelo, P.C.
8619 Westwood Center Drive, Suite 400, Vienna, VA 22182; 703-506-1810

William Fralin
The Estate Planning & Elder Law Firm
2200 Clarendon Blvd., Suite 1201, Arlington, VA 22201; 703-243-3200

A. Everett Hoeg
Yates Campbell & Hoeg
4165 Chain Bridge Road, Fairfax, VA 22030; 703-896-1151

John Jackson
Baskin, Jackson & Duffet
301 Park Ave., Falls Church, VA 22046; 703-534-3610

Molly James
Troutman Sanders
1660 International Drive, Suite 600, McLean, VA 22102; 703-734-4366

Glenn Kautt
The Monitor Group
1430 Spring Hill Road, Suite 400, McLean, VA 22102; 703-288-0500

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Mary Lawrence
M.H. Lawrence & Associates
4000 Legato Road, Suite 400, Fairfax, VA 22033; 703-267-9666

James Maloney
Maloney & Yurachek
104 N. Oak St., Falls Church, VA 22046; 703-237-1470

Donald Manning
Manning & Murray
6045 Wilson Blvd., Suite 300, Arlington, VA 22205; 703-532-5400

Rebecca Manicone
Greenberg Traurig
1750 Tysons Blvd., Suite 1200, McLean, VA 22102; 703-749-1300

Jim McNair
Reed Smith
3110 Fairview Park Drive, Suite 1400, Falls Church, VA 22042; 703-641-4201

William Murray
Manning & Murray
6045 Wilson Blvd., Suite 300, Arlington, VA 22205; 703-532-5400

Alison Noll
Peterson, Noll & Goodman
8300 Boone Blvd., Suite 500, Vienna, VA 22182; 703-745-1802

Eileen O’Connor
McLean Asset Management
8200 Greensboro Drive, Suite 1150, McLean, VA 22102; 703-827-0636

Everette Orr
Orr Financial Planning
2010 Corporate Ridge, Suite 700, McLean, VA 22102; 703-749-1415

Martha Sotelo
Vaughan, Fincher & Sotelo, P.C.
8619 Westwood Center Drive, Suite 400, Vienna, VA 22182; 703-506-1810

Frederick Tansill
Frederick J. Tansill & Associates
6723 Whittier Ave., Suite 104, McLean, VA 22101; 703-847-1359

Patrick J. Vaughan
Vaughan, Fincher & Sotelo, P.C.
8619 Westwood Center Drive, Suite 400, Vienna, VA 22182; 703-506-1810

Daniel C. Vaughan
Vaughan, Fincher & Sotelo, P.C.
8619 Westwood Center Drive, Suite 400, Vienna, VA 22182; 703-506-1810

Thomas West
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Munford Yates
Yates, Campbell & Hoeg
4165 Chain Bridge Road, Fairfax, VA 22030; 703-896-1151

Wendy Yurachek
Maloney & Yurachek
104 N. Oak St., Falls Church, VA 22046; 703-237-1470

Wayne Zell
Odin, Feldman & Pittleman
9302 Lee Highway, Suite 1100, Fairfax, VA 22031; 571-203-9355

 

Employee Benefits

Nicole Broussard
Business Benefits Group
4069 Chain Bridge Road, Top Floor Fairfax, VA 22030; 703-385-7200

Bernie Dombrowski
Brown & Brown Insurance
1875 Explorer St., Suite 530, Reston, VA 20190; 571-229-1424

Ric Edelman
Edelman Financial Serices LLC
4000 Legato Road, 9th Floor, Fairfax, VA 22033; 888-752-6742

Keith, M Eig
Greenberg, Wexler & Eig, LLC
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x306

Dan Glusica
Employee Benefits Group (EBG)
4405 East-West Highway, Suite 202, Bethesda, MD 20814; 301-718-4637

Scott Greenberg
Greenberg, Wexler & Eig LLC
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x 304

John Keenan
Signature Estate and Investment Advisors, LLC
8607 Westwood Center Drive, 3rd Floor, Vienna, VA 22182; 877-301-7342

Michelle Milam, SPHR
Business Benefits Group
4069 Chain Bridge Road, Fairfax, VA 22030; 703-385-7200 x 121

David Wexler
Greenberg, Wexler & Eig
7316 Wisconsin Ave., Suite 300, Bethesda, MD 20814; 301-656-0660 x305

John Williams
Employee Benefits Group, LLC
4405 East-West Highway, Suite 202 Bethesda, MD 20814; 301-718-4637