Angela Vahue is the proud owner and president of AVA Wealth Advisors (Angela Vahue & Associates Wealth Advisors). She finds it greatly rewarding to use her skills to help others achieve financial health and the independence that financial health can provide. 

Her reasons for becoming a financial professional are deeply personal. Angela was one of three kids and did not come from a lot of money. This taught her at a young age to never give up and to always figure out a way. It wasn’t a matter of IF something could be done, it was a matter of HOW to get it done.

Having experienced multiple life events herself, has given her an intimate understanding behind the true power of being financially healthy and independent.

Success to her is when a client leaves their meeting saying that they feel so much better having met, and they will sleep better tonight. She helps to save people from financial distress by teaching and educating them on how to create a balanced and fulfilling life.

Following a successful career in the financial services industry with M&T Bank and HSBC, Angela joined Guardian Life Insurance Company and its affiliates in 2011. Angela has been recognized with numerous awards and accolades over the past decade with Guardian, including “Best in State” Financial Security Professional by Forbes, Top 50 Financial Advisors of New York State for Finance & Investing and is a perennial Court of the Table qualifier at the Million Dollar Round Table (MDRT), a global, independent association of the world’s leading insurance and financial services professionals. She was also recognized by the Rochester Business Journal as a Financial Leader of 2022, which recognizes financial professionals who have made outstanding contributions to their organizations and to the community.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0M97999. The Forbes award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Security Professional is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating. Past performance is not an indication of future results. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.

Hello! I'm Avi Gold, a Business Development Associate at Financial Growth Partners in Reston, VA. With a background in Media Communications and Entrepreneurship from the University of Maryland, I've always been driven by a passion for building relationships, helping others, and solving problems.

Before diving into the financial sector, I spent some time in sales during the pandemic when my friend and I started a company brokering luxury watches. This entrepreneurial experience helped hone my client relations and market understanding skills, which I now apply to helping young families and newly married couples seeking to achieve financial confidence and safeguard their financial futures.

Living in Georgetown, DC, after growing up in Rockland, NY, I bring a blend of big-city energy and a love for the outdoors to my everyday life. When I'm not helping clients, you might find me experimenting in the kitchen, hitting the slopes on my snowboard, or enjoying a good sitcom.

At FGP, I'm deeply inspired by our team's unwavering commitment to our mission and their genuine desire to make a difference. I joined FGP because I wanted to be part of a community that genuinely values client success and personal growth. My primary goal is to empower my clients, ensuring they feel secure in their financial journey and helping them navigate life's risks with a newfound sense of confidence.

I'm thrilled to connect with others who share my passion for making a positive impact. I look forward to discussing how we can achieve great things together!

Book A Meeting With Me Today!

Brian Wobensmith is an esteemed Financial Representative based in Reston, VA. He is a proud alumnus of Virginia Tech, holding a Bachelor of Science in Finance with a minor in Economics. Hailing from Stafford, VA, Brian now calls Aldie, VA, his home.

Brian's passion for financial services stems from his deep-seated belief in the transformative power of financial confidence. He is driven by the desire to alleviate the stress surrounding money matters and empower individuals with the confidence to navigate their financial futures. Specializing in serving small to medium-sized businesses, Brian brings a wealth of experience to his role, offering tailored strategies to meet the unique needs of his clients.

Joining Financial Growth Partners was a natural fit for Brian, as the firm's leadership and core values resonate deeply with his own principles and beliefs. With Brian's guidance, clients can expect personalized financial solutions designed to pave the way for lasting prosperity and confidence.

Book A Meeting With Brian

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

My passion is to dramatically impact the lives of others by educating on how to maximize wealth potential. My mission is to strengthen the financial security of my clients and discover strategies to realize their financial goals.

I originally became a financial advisor because I believed I could change the way advising was done. I had seen how other advisors engaged with clients by overwhelming them with data and intelligence. I knew I could take my teaching background into this industry and deliver an entirely different experience. When I joined the leadership team in 2018 I knew I could make an even greater impact on the next generation of advisors by teaching them the same skill set. I am an entrepreneur at the core who has built an advisor team from scratch and takes pride in the mentoring I do for my advisors. I also focus on paving the way for women advisors to find success in an historically male-dominated industry.

Book a meeting with me.

Registered representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Chris's business philosophy stems from his personal definition of wealth. Coming home to his family every day, and knowing that he has done everything in his power to protect them, makes him feel like the richest man on earth.

With more than 18 years in financial services, Chris has had an opportunity to experience firsthand the impact he has had on his clients' lives. Chris's financial services career began shortly after graduating from Virginia Tech.

During his career, he has qualified for Guardian Life's Leaders Club and The Presidential Citation Award. Chris also has been a member of the Million Dollar Roundtable (MDRT), the premier association of Financial Professionals. 

The son of a Naval Officer, Chris was raised in Northern Virginia for most of his life, and currently lives in Loudoun County, Virginia, with his wife and three sons. A former competitive swimmer, Chris enjoys coaching his boys who have their dad's "feel" for the water.

Chris and his wife are very active with The American Cancer Society and volunteer for many local events such as the Relay for Life and the Susan B Komen Cancer run/walks.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. 

Chuck Usborne brings more than 35 years of experience working with business owners, professionals and executives.

A trusted and experienced financial “coach”, Chuck’s holistic approach could show you uncommon strategies you may be unaware of that have benefited many successful people. He and his team help their clients build a Financial Roadmap that spans all three phases of their financial life (accumulation, distribution/retirement, and legacy) and help them understand and visualize how achievable their life of wealth can be. Utilizing their uncommon knowledge and experience, they educate and guide their clients through a systematic process of protection and accumulation of wealth and call it Wealth Simplified.

Chuck finds great satisfaction in helping people achieve financial confidence in an uncertain world and is inspired every day to change people's conversation about money from worry and fear to confidence and peace. He is a member of the Small and Emerging Contractors Advisory Forum (SECAF), as well as the NOVA chapter of Armed Forces Communications & Electronics Association (AFCEA). He was honored to be selected as one of "DC's Top Money Managers" by Washington SmartCEO.

Chuck is an avid golfer, former competitive skier and soccer coach. He and his wife live in Ashburn, Virginia, and have two grown children and several grandchildren.

Registered Representative and Financial Advisor of Park Avenue Securities LLC. The Top Many Managers award is not issued or endorsed by Guardian or its subsidiaries.

Devon Cury is the Director of Advanced Planning for FGP/SASTA Financial Group, with more than 25 years of experience in wealth management, investment management, and risk management.

He specializes in working with business owners and executives on strategies to reward, retain, and recruit top talent. Strategies for executive benefits include:

• executive bonuses 
• retention bonuses 
• supplemental executive retirement plans
• non-qualified deferred compensation 
• phantom stocks
• salary deferrals
• supplemental multi-life plans

Devon aligns with leading financial professionals within FGP's business strategies group.

He has held executive leadership roles at Advancement Concepts and AXA Advisors. 

Devon has completed the Retirement Specialist Certification from the Wharton Business School and holds the Certified Advisor of Philanthropy designation. He has served as on the Executive Advisory Council of the Robins Business School at the University of Richmond and as chairman of the Catholic Diocese Planned Giving Council.

Additionally, he has the series 6, 7, 24, 53, 63 and 65 securities designations as well as his Life, Health and Annuity licenses. 

Financial Growth Partners and SASTA Financial Group is a financial services firm in the Mid-Atlantic region with offices in Delaware, Baltimore, Annapolis, Bethesda, Reston, and Virginia Beach. It offers comprehensive advisory services, retirement plans, consulting services, and group benefits.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Meet Franklin Stowe, our seasoned Wealth Management Advisor based in Reston, VA. A proud graduate of Virginia State University, Franklin brings a wealth of experience to the table, having previously worked with prestigious institutions like Merrill Lynch and New York Life.

Hailing from Winston Salem, NC, Franklin now calls Ashburn, VA home, where he resides with his loving wife Raven and their two children, Indigo and Stone. His passion for financial advising stems from a deep-rooted desire to help individuals and families achieve true financial fulfillment. Franklin's mission is to foster a community dedicated to creating lasting generational wealth through prudent financial decision-making.

With Franklin on your side, you can trust in his experience and dedication to help guide you towards a secure financial future.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Registered Representative and Financial Representative of Guardian.

Welcome to my unique journey at Financial Growth Partners, where I'm not your typical financial services firm's social media manager. I'm here to break the mold and redefine the way we connect, communicate, and inspire.

🎥 Director of Vision: I unveil the soul of FGP through captivating video stories. From behind-the-scenes glimpses into our culture to the secret ingredients of our horizontal growth recipe, these videos go beyond the numbers.
📈 Personal Marketer Extraordinaire: I'm connecting with our fantastic associates to craft personalized marketing strategies. It's all about bringing their unique stories to the forefront.
✨ Brand Alchemist: Transforming email signatures, business cards, and FGP swag into branded masterpieces. Every detail counts, and I'm here to make it count.
🌐 Web Weaver: Keeping the FGP website and social media channels fresh and dynamic is my daily mission. It's not just about content; it's about optimizing the SEO to shine on the digital stage.

Jeff Clark has over 25 years of experience in the finance and accounting field, managing companies and developing strategies that help his clients better organize, understand, and improve their entire financial lives. Prior to joining Financial Growth Partners, Jeff spent over 20 years in Senior Executive positions for small to mid-size privately held companies in Northern Virginia. After the last privately held company was sold in 2002, Jeff made the move into a career that closely met his wide range of financial skills, educational background, and desire to help people achieve financial independence. 

Jeff graduated from George Mason University with a Bachelor of Science degree in accounting.  He has lived in the Northern Virginia area his entire life and currently resides in Ashburn, VA, with his wife and has two grown children.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian^®

Jenevieve is passionate about inspiring and guiding women professionals and closely held business owners and their families to achieve financial freedom through life-centered financial planning.  By doing this, she can help her clients reach their goals and live a life filled with joy and meaning.

She works closely with clients in Virginia, DC and Maryland and has a growing number of clients throughout the country (currently in 10 states).

Jenevieve was awarded the firm’s Client Service Builder Award which rewarded her present and past history of exceptional service and client dedication spanning now three decades.  She is an active member of the National Association of Women Business Owners (NAWBO) and was selected as a national educational speaker in 2019.  Jenevieve continually supports professional women through regular education and public speaking with various organizations.

Over the past several decades, Jenevieve has been an active volunteer giving back in the community with the Reston Association, and LINK against Hunger and National MS Society.

Education & Experience

Jenevieve a third-generation entrepreneur. She successfully helped her business-owner father retire in 2021 and other small business owners navigate financial challenges,  whether on the personal and business side. 

She invests in herself to provide value to her clients. This is most evident in her commitment to ongoing education. She is dually licensed in Investments and insurance and attends industry education classes, making her a highly sought-after financial specialist.

Family & Passions

Jenevieve and her husband Evan support numerous other charitable organizations, including Cornerstones in Reston, Habitat for Humanity and Médecins Sans Frontières.

In her free time, Jenevieve enjoys spending time with her family and traveling with Evan and their two daughters, Evie and Lydia.  She enjoys the great outdoors, skiing, tennis and is often found cycling for charity with the NMSS or as the liaison and lead coach for Girls on The Run at Armstrong School.

Contact Jenevieve here. A 20-minute consultation with Jenevieve will tell you if she’s the right financial partner for you.

Financial Balance                                  Business Owners                         

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0I05032.

Joey Holinka is a Business Development Associate at Financial Growth Partners, based in Manassas, VA. A proud graduate of James Madison University, where he majored in Finance and minored in Economics, Joey brings a strong academic foundation to his role, helping clients plan and manage their financial futures with confidence.

Joey’s passion for financial services stems from a deep desire to empower individuals, especially young professionals, growing families, and those going through life’s big transitions. He is dedicated to helping his clients take control of their finances, providing clear guidance through life’s challenges and opportunities. Joey’s approach is grounded in the values of integrity, professionalism, and genuine care, which is why he chose to join FGP—a firm committed to serving clients with the highest level of service.

Outside of work, Joey enjoys staying active and exploring the outdoors, and he’s passionate about fostering long-lasting relationships with his clients. His goal is to be a trusted ally for those navigating life’s financial complexities, offering not just financial experience, but support, clarity, and confidence along the way.

Financial Representative of Guardian.

John W. Crane is a financial advisor with an absolute focus on integrity and on gaining financial balance for his clients. He believes client success is best achieved through playing a valuable and continuing role in his client’s financial lives. John seeks to be the first person his clients call when they receive big news, whether good or bad, serving as an accessible constant, and an advocate, in their lives.

John joined Guardian when he started his financial services career more than 20 years ago and is a member of Financial Growth Partners. He has built his reputation and business on a philosophy of optimizing financial benefits, reducing exposure to taxes and other financial costs, an asset class investing methodology and essential ongoing financial coaching. He serves families across many industries with the majority being executives with small-to-medium sized businesses and specialty specific medical doctors.

He presents to graduating resident fellows at George Washington University Hospital regarding student debt management, income protection, cash flow management and investing. He is also the author of the book ‘Healthy Money: Making a Successful Transition from Resident to Attending’.

A dedicated family man, John has celebrated two-decades of marriage with his wife Linda, and they have a cherished daughter named Emma. When he is not spending time with his family, he is a keen marathon runner and cyclist. Longevity, stamina, stability, and strength are the attributes he brings to the planning and implementing of his clients’ financial strategies.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian^® ,CA Insurance License Number - 0G79065.

As a proud Penn State alumnus, Justin Hurley transitioned from a successful career as an accountant, where he specialized in audit work, to a fulfilling role as a Business Development Associate at Financial Growth Partners. His journey into the world of finance is deeply personal. Justin has experienced the ups and downs of managing finances firsthand, which has fueled his passion for helping others navigate their financial journeys.

At the core of Justin’s practice is a firm belief that everyone deserves access to quality financial insight, regardless of their age, occupation, or life circumstances. His mission is to empower clients by strengthening their financial confidence and uncovering strategies to achieve their current and future financial goals. By fostering a supportive and inclusive environment, Justin ensures that his clients are well-equipped to make informed decisions for their financial well-being.

His dedication to both his clients and his community makes him a valuable asset to the Financial Growth Partners team.

Book A Meeting With Justin

Financial Representative of Guardian. CA Insurance License #4386400, Not practicing CPA for Guardian or its subsidiaries or affiliates.

Kelly is a coach and leader with a deep seeded passion for working with entrepreneurs. Her experience growing up in a first-generation family business has fueled her career, starting at the young age of 11. She worked in the production fields of her parents nursery, participated at tradeshows, and managed the accounting and backend office of her family’s business during her high school and college years.

She went on to double major in Horticulture and Business at Oregon State with an emphasis in Family Business Management and Entrepreneurship. She came back after college to help run the family business, but after a few years, had the itch to get some outside experience. Kelly has managed the market expansion for one of Verizon’s largest Premium Retailers, opening over 75 locations along the east coast. She’s lead a national pilot program with Verizon and Staples, launching 90 test locations from San Diego to Vermont.

She helped build a private label partnership between Columbia Green Technologies, a small green tech company out of Portland, Oregon and Firestone, one of the countries largest commercial roofing manufacturers, helping to deliver a proprietary stormwater management system to commercial builders across North America. Most recently Kelly has served as the Chief Operations Officer for Potomac Internal Medicine & Serotonin Solutions, overseeing the day to day of the Urgent Care and Internal Medicine Practice as well as the organization’s national network of 50+ Physicians. Her experiences span diverse industry segments and encompass start-up, private, public, high-growth and established companies.

In 2016, she graduated from Hult with a Global Executive MBA in London, UK. When Kelly’s dad got sick, and eventually passed away at age 55, she attributes the survival of her family and their small business to the protection her parents had in place before he passed. A holistic approach to protecting, growing and optimizing one’s financial future is something that resonates so deeply with Kelly because she has seen how powerful it can be first-hand.

Kelly launched a Financial Strategy practice to pay it forward, and help others towards achieving financial security and peace of mind. She is especially passionate and committed to championing other strong women business owners and military serviceman and women.

Book a meeting with me.

Financial Representative of Guardian.

Lisa Gilland brings a wealth of financial experience and a passion for growth to her dual role as Chief Financial Officer and Director of Business Development at Financial Growth Partners. With a successful career as a CPA and Senior Manager at Grant Thornton LLP, Lisa is well-equipped to navigate complex financial landscapes while driving sustainable, strategic growth for the firm. In her CFO capacity, Lisa offers valuable financial guidance in forecasting, budgeting, cash flow management, and performance optimization.

In addition to her financial acumen, Lisa is deeply committed to building lasting relationships with clients, stakeholders, and team members. Her unique blend of financial insight and people-driven leadership fuels her work, ensuring mutual growth for everyone she works with. Outside of the office, Lisa enjoys spending time with her family and friends, staying active with jogging and Peloton, and traveling with her husband. A proud graduate of the University of Tampa, she holds both her undergraduate and master’s degrees in Accounting.

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Meet Madison, a valued member of Financial Growth Partners (FGP) who brings a unique blend of experience and passion to our team. Originally from the vibrant city of Chicago, Madison spent four impactful years as a middle school teacher before embarking on her journey with FGP.

Madison seamlessly integrates her background in education into our onboarding and development initiatives, enriching our team with a fresh perspective. Her favorite core value, "independent and collective," perfectly encapsulates her approach to collaboration. Madison thrives on contributing her individual ideas to the collective pool, fostering an environment where innovation flourishes.

Beyond her professional pursuits, Madison finds joy in the kitchen, exploring her culinary talents, and is an avid fan of college football and Premier League Soccer. Her decision to join FGP was fueled by the unparalleled support she experienced from every corner of our organization, making her an invaluable asset to our commitment to financial growth and excellence.

What sets Financial Growth Partners apart from other financial firms is the way we help people "use their money" strategically. Most people make financial decisions without considering any cause and effect on other financial, budgetary, and lifestyle issues. It is very much like solving a puzzle.

Maria's background in forensic science and investigation has given her a unique perspective that enables her to solve this puzzle and best orchestrate all the moving parts to implement the appropriate financial strategies for people to help maximize their results.

Providing Financial Services since 2001, Maria specializes in working with companies to provide Financial Wellness Seminars in the workplace. Financial wellness can lead to a more productive, more engaged workforce. Employees want better benefits packages to include health and wellness.  Holistically healthy employees are 53% more likely to be productive. Employee interest in financial workshops and tools has increased by 27% over the last five years. (Met Life 20th Annual U.S. Employee Benefit Trends Study, 2022) 

We can help you add this valuable benefit to your employee benefits package, at no cost to your company. In the past seven years, Maria has provided this service to more than 2,000 employees in the mid-Atlantic region.

Registered Representative of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0G13214.

Meet Mason Coyle, our Business Development Associate based in Reston, VA. He is a proud graduate of the University of South Carolina with a degree in Finance. Mason is driven by the goal of establishing a highly successful financial practice, one that leaves a lasting impact on his clients and their families for generations to come.

Mason's passion lies in assisting young professionals and young families as they navigate the landscape of wealth building. His focus on this demographic reflects his commitment to providing tailored financial solutions that empower individuals to enhance their financial well-being and future.

Beyond the world of finance, Mason's interests extend to health and fitness, as well as the peacefulness of the golf course. With a dedication to his clients and a unique blend of experiences and personal interests, Mason is a valuable member of Financial Growth Partners. His journey as a financial representative is rooted in a genuine desire to make a positive and enduring difference in the lives of those he serves.

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

With more than than 20 years of leadership experience in the mid-size business market, Sarah serves as Director of the Business Strategies at Financial Growth Partners. As a professional holding the Certified Financial Planner^®, Certified Exit Planner^®, Chartered Financial Consultant™, Chartered Life Underwriter™, and Certified Retirement Income Professional™ designations, she specializes in business succession and retirement income planning.  Sarah helps business owners develop and implement strategies that can enhance, protect, and capture business equity, while at the same time coordinating personal and business planning to better build and protect their overall wealth. Using an integrative planning process, she coordinates pre-retirement and retirement income planning, with comprehensive business succession strategies and implementation. Relying on her years of experience as an entrepreneur, business owner, and CEO, she brings her “inside the trenches” knowledge to her work assisting the business community.  

Sarah approaches her work with the understanding that valuable client relationships are built on trust and time, and that each client’s plan should support family values as well as their lifestyle and retirement goals. She helps her clients create a clear, results-oriented plan based on each client’s unique goals and set of resources. This takes an understanding that the best financial plan is a process built on strategies, not merely a collection of products. Working with Sarah, you will appreciate the thorough and personal care you experience, and the time she takes to understand and support you and your family.  

Sarah was born in the beautiful Shenandoah Valley of Virginia, attended the University of Virginia, and obtained her master’s degree from The George Washington University.

She is married to Phillip Cato, a retired Episcopal Priest and Navy Captain, has three grown children and lives in Potomac, Maryland.  She enjoys reading, travel and tennis, and down time!

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #2126282.

Buna B. Cumbie II, who grew up in the suburbs of Washington, D.C., joined the U.S
Army at age 19 and served three years with the Third Armored Division in West Germany as an armor crew member.

Returning home to further his education, he studied at American University and the University of
Maryland to obtain a B.S. degree in Business Administration, majoring in Finance and Marketing. He
subsequently earned the Chartered Life Underwriter ®  and Chartered Financial Consultant ® professional
designations from the American College in Bryn Mawr, PA.

Buna has over 50 years of experience in the financial services industry, having started in January 1969.
He currently has an office suite at 9891 Broken Land Parkway, Suite 103, Columbia, MD 21046. 

With several Court of the Table qualifications, Buna is also a Life and Qualifying Honor Roll Member of
the Million Dollar Round Table, considered The Premier Association of Financial Professionals. He has
over 36 years of MDRT qualifications.

He is a past president of the Columbia Howard County Association of Life Underwriters, a graduate of
Leadership Howard County, and a past board member of the Kings Contrivance Village Association.
A frequent speaker at industry and community meetings, Buna has addressed organizations such as the
Johns Hopkins Applied Physics Lab, The Maryland Association of CPAs, and the Howard County Chamber
of Commerce.

He has been a resident of Columbia, MD since 1979. He and his wife, Joanna, have been married for
over 54 years, have two grown sons, Buna III, and Trajan, who have both graduated from college and are
currently establishing their careers. They enjoy playing with their grandsons, Trajan II and Roman. When
not working, Buna and Joanna enjoy biking, hiking, and traveling. 

Buna has asked, "How do you define financial success?" thousands of times and still finds most answers
have not been about money. Issues such as freedom, security, and lifetime financial independence
predominate. Today, he is proud to say his clients cover a broad spectrum of individuals, from multimillionaires to families of modest means. 

Registered Representative and Financial Advisor of Park Avenue Securities.

Caroline Michaels is a Relationship Development Associate at Financial Growth Partners, bringing a passion for empowering clients to navigate their financial journeys with confidence. Growing up in Bel Air, MD, her father instilled in her the importance of managing money wisely, from budgeting basics to investing, sparking a lifelong passion for personal finance that she now shares with her clients.

Caroline specializes in supporting professionals in the medical field, sales, and those experiencing life transitions. She believes in meeting people where they are and creating a judgment-free space to tackle challenges, transform uncertainty into clarity, and build long-term financial growth. Whether guiding someone through their first steps toward financial peace or helping them structure wealth for the future, Caroline’s approach combines strategy, empathy, and empowerment.

Outside of work, Caroline enjoys true crime, boating, staying active at the gym, and diving into a good book. She joined FGP because of its genuine culture of care and growth, for both clients and associates, and is excited to continue developing her expertise within a supportive, high-touch community.

Book A Meeting 

Helping people in any way is my ultimate passion. Throughout my academic and professional career, I have found that being able to provide someone with insight or additional advice, no matter the subject gives me an overwhelming sense of joy.

As a Business Development Associate, I feel like I am truly able to address my passion to the fullest extent. Whether it be financially or personally, I find great pleasure in simply introducing myself and having a conversation. Learning about what drives others is the gift that keeps giving, and it inspires me to keep going every day.

Finances only scratch the surface, though, as here, we truly aim to understand people and find ways to positively expand their lives. Advancing human capital is not just a statement; it's a vision.

I strongly believe that in order to really help others, you need to understand one another, and I feel truly blessed to be in a position where I can do just that. I will always make the effort to truly understand you and do my best to help however I can.

As a Strategic Assistant, I am excited to meet so many young professionals and find new ways to positively impact their careers and personal development. Conversation is a key that constantly opens doors, and being able to open that door for others is an achievement that makes me whole.

Financial Representative of Guardian.

Gordon’s financial services career began shortly after graduating from the University of Baltimore in 1982. Gordon specializes in comprehensive financial planning and portfolio management. His goal within the client relationship is to understand everyone's unique financial position before tailoring a plan that will help the client meet both immediate and long-term objectives. With over 38 years in financial services, Gordon has had an opportunity to experience firsthand the impact he has had on his clients’ lives and those of their families

Gordon holds the Series 7 (General Securities) as well as the Series 63 license. He is also a licensed life and health insurance producer and is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). He received his Chartered Life Underwriter (CLU ®) designation in 1992 and his Chartered Financial Consultant (ChFC ®) designation in 1993. During his career, he has qualified for Prudential’s and Guardian’s Leaders Clubs and has also for many years qualified for the Million Dollar Round Table (MDRT), the premier association of financial professionals.

The son of a World War II Naval aviator, Gordon was raised in Northern Maryland for most of his life, and currently lives in Baltimore County, Maryland. Gordon attends and volunteers at Hunt Valley Church and for local events such as the Susan B. Komen Cancer run/walks, and Alzheimer's Association Walk to End Alzheimer's.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.  CA Insurance License #4024532.

Kevin Purnell is a dedicated Financial Representative with a diverse background that includes time as a medical device sales rep with NuVasive Spine. He has prior experience as a Financial Representative at Northwestern Mutual and brings a wealth of knowledge and a unique perspective to our team.

From Baltimore, MD, Kevin has experience in serving niche markets. He Specializes in working with medical sales reps, medical professionals, and small business owners. Kevin understands the intricacies of these industries and is well-equipped to guide clients towards financial success. His professional approach is characterized by exceptional interpersonal skills and focus on relationship building, ensuring that each client receives personalized attention tailored to their unique needs.

Kevin's love for football, poker, and, above all, family takes up most of his personal time. His decision to join Financial Growth Partners was fueled by more than just professional considerations; it was a result of falling in love with the firm's culture. Having personally experienced the dedication of the people within the organization, Kevin was drawn to a team that genuinely prioritizes the best interests of its clients. At FGP, Kevin is committed to delivering financial guidance with a personal touch, ensuring that each client's journey is guided by expertise, care, and a commitment to their long-term success.

Book Your Appointment With Kevin Today

STEVE SEEKS TO PROVIDE CLIENTS WITH THE ASSURANCE THAT, THROUGH PLANNING, THEY WILL ACHIEVE OPTIMAL RESULTS.

He joined the Financial Fitness team in 2011, and as a Certified Financial Planner ™ Professional takes a comprehensive approach. He works with clients to navigate personal finance in a manner that is easy to understand. This results in confidence as they effectively work to grow and protect their wealth.

As a member of the advisory team, Steve develops income strategies for those approaching retirement, tax-efficient accumulation plans for those building wealth, and insurance solutions to ensure proper protection is in place through all phases of life. Steve emphasizes the value in forming lasting relationships with those he serves, and looks forward to watching them grow over time.

Currently living in the downtown neighborhood of Canton provides Steve with plenty to do outside of the office. He is an avid music listener, and is loving his new role as a parent, with his wife Chelsea, to their daughter Sofie.

Education & Designations

• Virginia Tech, CFP Financial Planning Track – 2010
• Certified Financial Planner™  – 2014

Community Involvement

• Board of Young Adult Advisors – Ulman Cancer Fund – 2017
• Board Member – Baltimore Orchard Project – 2016

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 4054859.

I’m Belle Steidl, a Relationship Development Associate at Financial Growth Partners, where I get to live out my passion for helping others feel confident and empowered in their financial decisions. With a background in finance and psychology from Shippensburg University and my Pennsylvania license in Health, Life, and Annuities, I bring both technical knowledge and a people-first approach to every client I work with.

Before joining FGP, I spent seven years in the HVAC industry with JRJ Manufacturing, two years as a shift manager at CVS, and even some time working at a boutique just for the fun of it. Each of those experiences taught me something different about people, perseverance, and the importance of creating stability in uncertain times.

I specialize in working with young families, families with special needs children and young adults, powerhouse women, young professionals eager to build strong financial foundations, and those in the HVAC industry—communities I understand deeply and care for wholeheartedly. My mission is simple: to be a money advocate by providing creative solutions, resources, and tools so people can live their lives empowered by their money.

I was drawn to FGP because of its incredible culture—this is the first company I’ve seen that genuinely cares for every team member and thrives when we all succeed.

When I’m not helping clients, you can usually find me diving into psychology or true crime, traveling, lifting at the gym, or spending time with my family and friends.

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I am a former college athlete turned financial enthusiast, currently weaving my magic as a key player in the dynamic world of Financial Growth Partners.

Over the past three years, I've embraced the exhilarating transition from team sports to the financial playing field and fostered a mindset of continuous growth. Thriving in the heartbeat of competition, I find genuine joy in crafting solutions that not only meet but go beyond the needs of clients, aligning seamlessly with their short and long-term goals.

Collaborative teamwork fuels my professional fire. I've discovered that magic happens when minds of different backgrounds come together. I take immense pleasure in navigating this journey with my fantastic teammates. Early in my career, I soaked up knowledge like a sponge, learning from the rich fusion of experiences around me. I'm not just applying complex strategies but crafting them into solutions that propel individual and team success.

Ready to connect, collaborate, and create some financial magic? Let's chat!

As a Talent Acquisition Manager at Financial Growth Partners, I am dedicated to hiring exceptional talent!

Originally from Carlisle, Pennsylvania, I made my way to Newport News, VA, to attend Christopher Newport University, where I earned a BSBA in Management with a minor in Leadership. As a proud member of the CNU Captains, we take pride in holding doors for everyone- even if they’re still 20 steps away...

My professional journey began in banking, where I served as a Credit Analyst and then Commercial Lending Account Manager. These roles taught me invaluable lessons about service and community.

Financial Growth Partners is the place for me, because I feel supported and encouraged to be my best! I want to invite others to experience this same sense of belonging and growth by joining our mission.

David Ciaccio is a Relationship Development Associate at Financial Growth Partners (FGP) based in Bethlehem, PA. With a deep commitment to providing clients with the knowledge and tools needed to secure their financial future, David is passionate about empowering individuals to make informed decisions that align with their long-term goals. His professional journey is guided by the values of loyalty, integrity, and honesty, which he believes are foundational to building lasting relationships with clients and within the community.

Before joining FGP, David was a former college baseball pitcher at Moravian University, where he learned the importance of teamwork, discipline, and strategic thinking, qualities he now applies in his RDA career. Outside of work, David enjoys golf, which he views as both a personal passion and a way to connect with others. He joined FGP because of the company’s strong focus on relationship-building and maintaining genuine connections within the community, aligning perfectly with his personal and professional goals.

Financial Representative of Guardian.

Ever’s goal is to help improve and protect the financial futures of families and owners of closely-held businesses.

Before becoming a financial advisor, Ever worked as Vice President of Manufacturing and Engineering with Graham Packaging where he oversaw six manufacturing facilities and headed an engineering team of 16 focused on the $190 million Personal Care Market. As a result, Ever brings a great deal of knowledge and experience to his personal and business clients.

Ever graduated from the United States Naval Academy with a B.S. in Naval Architecture and from Bellevue University with a Master’s Degree in Business. Ever resides in York, PA, where he lives with his wife, Karen, and their children Ever and Mikaelie. Ever is a competitive triathlete and coaches for the York Suburban High School Swim Team and is involved with the York Jewish Community Center.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian^® CA Insurance License Number - 0K44287.

Prior to becoming an advisor, Ever J. worked as an account executive at Polaris Development.  At Polaris Development, he worked with business owners to reduce costs in all areas of their business. Ever J. brings extensive experience when it comes to working with business clients as well as individuals.

Ever J. graduated from the University of Pittsburgh with a B.S. in biology. Currently, Ever lives in York, PA, and enjoys playing golf and watching sports.

Areas of Focus:

• Business Planning
• Wealth Management
• Wealth Accumulation
• Wealth Protection & Wealth Distribution
• Business Succession
• Retirement Plans
• Financial Wellness Programs
• Personal Financial Planning
• Risk Management
• Investments
• College Funding & Planning
• Estate Planning
• Disability Insurance
• Business and Personal Plan Integration
• Equity Protection
• Tax Mitigation Strategies
• Goal Planning
• Portfolio Management
• Cash Flow Planning
• Beneficiary Review
• Charitable Giving

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0M09573.

Jay brings 22 years of experience as a wealth management advisor.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License #0I05032.

Jeffrey works with his clients to  ensure that they have financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey educates and helps his clients implement strategies that are available to them to build wealth for their future, while protecting their todays. The ultimate goal of this work is to help them attain and maintain financial balance which includes being financially independent.

Jeffrey has been in the financial services industry for more than 29 years. He honorably served in the United States Marine Corps for four years and attended the University of Oregon. Before becoming a Financial Representative, Jeffrey was a professional theatre, film, and television actor in New York City for almost two decades.

"This profession gives me a lot of personal satisfaction," he says " I know that my clients are in a much better financial shape after we have gone through the Living Balance Sheet® process than they were before we met. By introducing them to the philosophy of protection first and savings second, they are creating a foundation that will serve them for the rest of their lives.

"Thirty years of experience as a financial advisor allows me to act as a resource to my clients. Coupling that experience with my professional studies rounds out the experience with knowledge and expertise.  Continuing education ensures that I will never stop learning and evolving as that resource."   

Jeffrey and his wife, Veronica, live in unique Stoudsburg Village in  Adamstown with their dog, Enola. They spend as much time as possible with their daughter, her husband, and their grandson. Jeffrey is a thoroughly obsessed and completely mediocre tennis player. Other interests include theatre, film, and the outdoors. He is a non-stop reader.

Book an appointment with Jeffrey here.

Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian^® All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.

As a Financial Representative at Financial Growth Partners (FGP), I provide financial solutions to properly accommodate all of the many needs of my clients, all stemming from personable relationships. In my role at FGP, I specialize in turning ideas into realities by working closely with clients to form a strong relationships and identify/assist them with opportunities for growth.

Outside of the office I enjoy spending time with my family and dogs! I enjoy traveling the world, line dancing, concerts, and food of course!

I am truly driven by the opportunity to make a meaningful impact on the lives of others by bringing definition, and direction to any oversights, allowing one the right to no longer worry about their financial state of the present and/or future!

If you're seeking to improve your financial well-being, I'd love to connect! I look forward to unlocking new possibilities to help one move towards a brighter future! Give me a call or email me at [email protected]! Or book a meeting today

Financial Representative of Guardian.

I gravitated toward this industry because it was one great way that I could truly have a positive impact on peoples lives. Having the opportunity to help individuals make better strategic decisions when it comes to protecting, growing, and maximizing their wealth is one of the best ways I can give back to my community.

Outside of the office I like to go on adventures with my wife and play 18 when I can. I also like to be involved in a variety of action sports. If it has four wheels and an engine, I will more than likely be interested in it. I enjoy to snowboard in the winter and getting out on the boat in the summer.

If you want to talk about how to make better decisions when it comes to protecting and growing your wealth or if you just want to chat about where the best mountains are, let’s grab coffee! Give me a call at  or email me at [email protected].

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Every tomorrow is built on the decisions that we make today. It's up to each of us to make those decisions as informed as possible. We simply don't know what we don't know.

I gravitated toward this industry because it was one great way that I could truly have a positive impact on peoples lives. Having the opportunity to help individuals make better strategic decisions when it comes to protecting, growing, and maximizing their wealth is one of the best ways I can give back to my community.

I am a father to a beautiful daughter and a husband to a beautiful, intelligent wife. We love spending time together whether that's going for hikes, going to the beach, staying fit, or simply relaxing by a campfire.

If you want to talk about how to make better decisions when it comes to protecting and growing your wealth or if you are looking to network, let’s grab coffee!

Michael is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4137807.

Vincent Gallo is one of the most successful and experienced Disability Income Specialists residing in Central or Eastern Pennsylvania (PA) representing The Guardian Life Insurance Company of America. Vince is the Disability Income Specialist (DIS) and Life Brokerage Manager (LBM) for the Eastern PA branch offices of Financial Growth Partners. He manages the Guardian Agency Disability Income (DI) and Brokerage Departments in Eastern and Central PA, MD, DC, VA, DE and WV. Vince has helped numerous agents and clients with DI insurance.  On May 8th, 2012, Vince was noted as a Guardian Hero in a full-page Guardian ad in the Wall Street Journal.  More recently in 2017 he was inducted into Guardian the DI Circle of Excellence.  Of the thousands of licensed agents and brokers appointed with Guardian nationally, Vince is one of only 77 people inducted between 2005-2017.   He was one of only a handful of Guardian Disability Specialists nationally to have ever received this distinction. 

Vince’s career change to the disability income area was a direct result of his mother-in-law’s tragic disability.  Since becoming FGP’s DIS in 2001, he has assisted the firm in becoming one of the most successful Guardian DI-producing agency on the East Coast.

Vince's experience in the field is especially strong in policy language variation and client education. He has earned numerous awards from Guardian, including multiple Leaders Club and Advanced Disability Meeting (ADM) recognitions.  Vince is also valued by the Home Office of The Guardian for his insight into the development of Guardian continuing education (CE) classes, sales presentations, product design, and product enhancement.  Vince is unique in that he often authors and teaches his own DI CE classes.

Financial Representative of Guardian, California Insurance ID #0130877, AR insurance license #3688222.

Each individual or business situation is unique, yet a lot of my clients share similar, high-level goals, challenges and risks. When one explores their financial goals, they embark on a journey; and as a Financial Advisor, I act as their Guide. Through a Discovery and Interview process, I’m able to understand my client’s unique goals and concerns. Together, we prioritize them and build a Master Plan.

Our Master Plan is designed to maximize and protect one’s personal finance, estate, and business succession and continuity plans, while also managing and mitigating financial risks that could become a setback in fulfilling one’s goals. A critical piece of this Plan is connecting with the other important resources in my client’s world, such as accountants, brokers and attorneys, to make sure we’re all aligned in helping our client achieve their goals.

I love what I do and enjoy being a resource to the families and businesses in my community. I love my family; my wife and I have two daughters and together we enjoy hiking, playing tennis, skiing and boating; I also enjoy playing golf.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Brian holds a degree from East Stroudsburg University and brings a wealth of experience to the table, having served in various capacities, including in the vibrant landscapes of the banking sector. Hailing from the picturesque Pocono Mountains of Pennsylvania, Brian now calls Wilmington, Delaware, home. His journey into financial services stems from a deep-seated commitment to fostering enduring connections and guiding individuals toward financial clarity and confidence.

With a focus on serving young professionals and families, Brian is dedicated to helping his clients navigate their financial landscapes with precision and care. His mission is simple yet powerful: to instill a sense of financial empowerment in those he serves, helping ensure that each step taken is informed and purposeful. Brian's specialty lies in crafting tailored strategies that align with his client's unique aspirations and circumstances, helping ensure that every financial decision made is a step towards a brighter future. 

Book An Appointment With Brian

Financial Representative of Guardian.

Marvin is a Filipino-American who was born in the Philippines and raised in the U.S. at a very young age. His passion in sports led him to pursue opportunities in sports after he graduated from St. John's University. He started off his career working at The US Open Tennis Championship in Queens, NY and was quickly recruited to join the Philadelphia 76ers. His passion for making a difference in people's lives led him to transition his talents to the Financial Service Industry.

Marvin took an opportunity to join a Fortune 100 company with The New York Life Insurance Company where he quickly made a name for himself as a top advisor with the firm. He transitioned to a management role and was promoted to Partner to grow the agency by bringing in talent and developing them. He spent 7 years growing his team and learned how to bring growth and development into an organization.

He was then offered an opportunity to join another Fortune 100 company in Northwestern Mutual. He spent a year there providing support to the leadership team and building an authentic culture.

Marvin has now taken a role with Financial Growth Partners to be the lighthouse in the Delaware/Philadelphia/Maryland area. He will be attracting talent and growth within the area with like-minded individuals who share similar values, focus, and goals with the firm. Marvin's unique coaching style has helped numerous professionals find careers in the financial service industry and thrive in other industries as well.

Marvin's Top Motivations: Be Unique | Make an Impact | Experience the Ideal | Achieve Potential | Be Central

Registered Representative of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0K92115.

Sarge Satyan is a Business Development Associate at Financial Growth Partners, bringing a wealth of experience in consulting, self-investing, and insurance. Holding an MBA and a B.S. in Finance from the University of Delaware, Sarge is passionate about using his diverse background to help people make informed financial decisions. He is driven by a mission to educate his community on the importance of financial literacy and planning for a secure future.

Focused on protection planning and cash flow strategies, Sarge works with individuals and families to ensure they are prepared for life’s unexpected twists. He is dedicated to helping others build a strong financial foundation while making a positive impact in their lives. Beyond his professional endeavors, Sarge enjoys sports, exercising, CrossFit, and weightlifting, bringing a disciplined, goal-oriented approach to both his work and personal life.

Sarge joined FGP because of the firm’s values of authenticity and inclusivity. He shares FGP's belief that every voice matters and is eager to contribute to a culture where everyone can thrive and make a real difference in the lives of others.

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I provide total planning services to institutions, corporate executives, entrepreneurs, business owners, professionals, individuals, and their families to develop and implement comprehensive financial strategies.

Our approach at First Capital Group begins with “Protection First.” By doing so, it protects the client, their loved ones, and their assets from unexpected life events: death, disability or long-term care needs. In addition, this allows our clients to better leverage their asset base over their lifetime. We believe thorough analysis of savings, cash flow, and expenses are vital for our decision-making process and helps our clients better understand their finances. Our process is a holistic approach that aims to provide a more secure asset base to purchase investments.

I have a Bachelor of Science in Business Administration with concentrations in management, economics and finance from Stevenson University. Prior work experience includes six years in the accounting industry and two years as a student tutor of finance. I am an active fisherman and conservationist. I emphasize the importance of family and education.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian,  CA Insurance License #4075711.

Douglas Stockman

Director of Marketing, Systems, and Client Relations and Registered Representative

443-214-3632

[email protected]

Doug has a passion for supporting others so that the FGP team can be successful and cultivate new relationships with people. He is ecstatic to be a part of the movement at FGP and contribute to the future growth of this intentional organization, committed to fostering a culture of collaboration, and to Advance the Human Capital in our communities.

With over 18 years of financial services experience, Doug Stockman is the Director of Marketing, Systems, and Client Relations and a Registered Representative at Financial Growth Partners.

Doug wears a few hats within the firm. Still, his passion is to work with the incoming associates personally and professionally to develop and train them and ultimately help them get off to a successful start in this rewarding career.

In his personal practice, he works with clients to identify their financial security needs and then focuses on solutions that can help make those financial goals a reality. Doug works with individual, family, or business needs. He would like the opportunity to share what he does and see if he could be a potential resource for you.

During his career, Doug has qualified for The Leaders Club with Guardian®.

Personally, he resides in Edgewater, MD, with his wonderful and loving wife, Jennifer, and two sons, Jake and Luke. He is absolutely a family man. He enjoys outdoor activities such as camping, golfing, and swimming. He attended the University of South Carolina at Aiken, majoring in Business Management with a minor in Finance- 1995. Doug is a Deacon at his local church and a member of the youth group committee within the church. He is also the vice chair of his local homeowners' committee.

Douglas Stockman, Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667)318-0801. Securities offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian and Financial Growth Partners LLC is a Guardian General Agency

AR insurance license number 9117777

California Insurance License Number 4044934

Lee prides himself on distilling complex principles, products, and strategies into concise, simple solutions for his clients. He is extremely well-liked and trusted, and enjoys working with couples and families. 

As a former high school teacher of mathematics and physics, Lee derives great pride in educating his clients on products and strategies within the planning environment. He is especially adept and trained in coordinating insurance and investment products for families looking to protect and grow their wealth.

Lee has received comprehensive training in financial planning and products through the American College. He is licensed to transact investment business through Park Avenue Securities. He also holds a Life & Health Insurance license and can transact business in Maryland, DC, and Virginia.

Lee is heavily involved in the South Anne Arundel County Rotary Club, where he is serving as the Grants Committee Chair and is a past president of the club. He is also involved in the Business & Community Advisory Board at Southern High School where he has served as president and treasurer.  Lee is involved with his church, Galesville United Methodist, where he is currently serving as the Finance Chair.  Lee is a graduate of Northwestern University where he majored in Civil Engineering. He enjoys playing sports with his family and friends, as well as spending time with his wife, Becca, and three children, Will, Emma Kate, and Hank.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667)318-0801. Securities offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Financial Growth Partners is the DBA name of IA PA, LLC a wholly owned subsidiary of Guardian.

Steve focuses on working closely with clients to maximize their wealth potential.  He specializes in helping small business owners integrate their personal and business finances to create efficiencies of cash flow to achieve protection of assets and wealth creation. 

Prior to joining First Capital Group, Steve was an officer in the Air Force. He was an operational A-10 pilot for 3 years in the United Kingdom and subsequently, a flight and classroom instructor at Davis Monthan AFB in Tucson, Arizona for 3 years. After leaving the Air Force in 1986, he joined the Wallace Financial Group in Bethesda, Maryland and subsequently joined First Capital Group in 1992. 

Steve has completed comprehensive course instruction from the American College and has received 2 highly respected industry designations, Charter Life Underwriter(CLU®) and Chartered Financial Consultant (ChFC®).  He is committed to helping insure family security and wealth accumulation for his clients through education and implementation of the appropriate financial products and services available in the market place today.

Steve is a member of the South Anne Arundel County Rotary Club, where he served as president during the 2009-10 Rotary year. Steve is a graduate of Ohio Wesleyan University where he majored in economics.  He enjoys golfing and bicycling and resides in the Annapolis area with his wife Julie. 

Registered Representative and Financial Advisor of Park Avenue Securities.

I’m proud to call Richmond, VA, my home, where I’m committed to making a difference in my community. My journey into the financial industry has been shaped by a passion for learning, teaching, and applying financial knowledge in ways that can benefit others. My hands-on experience in the financial sector has been invaluable, providing me with the skills and insights necessary to empower those around me.

My goal is to help individuals and families make informed financial decisions, creating lasting impact and security. I specialize in building connections and tailor my approach to meet the unique needs of each client.

I joined FGP because of its commitment to integrity and client-centered service, which aligns with my own values of education and empowerment.

With over 30 years in the insurance industry, I help young families, small business owners and retirees build financial health through relational strategies. My goal is to improve financial literacy and empower individuals and to align them with their immediate, midterm and long-term goals.

I am committed to delivering personalized solutions that protect wealth. Whether you are planning for retirement, working to safeguard your business, or securing your family's future, I provide the knowledge and strategies to help you succeed.

Let's connect to discuss how I can help you achieve financial stability.

Financial Representative of Guardian. CA Insurance License #0K04984.

Graham Emison is a Managing Director at Financial Growth Partners, based in Richmond, VA, where he leverages his eight years of industry experience to help individuals and businesses plan for a financially secure future. With a background in Finance, Insurance, and Real Estate from Virginia Commonwealth University (VCU), Graham specializes in guiding small businesses, young families, and professionals in the medical field toward long-term financial stability.

Passionate about the power of saving early, preparing for unexpected challenges, and navigating life’s financial complexities, Graham is driven to help his clients take control of their financial futures. He believes that everyone deserves a roadmap for financial success, and that’s what motivates his work every day. Beyond his professional pursuits, Graham enjoys cooking, hiking, and spending time with his dog, and is dedicated to growing the Richmond office at FGP by expanding its reach and impact within the local community.

Graham joined FGP because of the firm’s strong values and its commitment to making a real difference in the lives of its clients. With a focus on clear communication and building strong relationships, he’s eager to continue impacting the financial wellbeing of the Richmond area while growing professionally alongside a supportive and dynamic team.

John 'Graham' Emison is a Financial Representative of Guardian.

Hi, I’m Joe Rajendran, a financial strategist with Financial Growth Partners.

As a born strategist, I’ve always been drawn to roles where quiet decisions lead to lasting impact. For the first 20+ years of my life, that desire found its home in medicine. But over time, it deepened into something more complete: a calling to move beyond physical health to quietly transform livelihoods.

That calling naturally led me into the world of finance, where strategy multiplies impact exponentially. After all, our livelihoods rest on two key foundations: our health and our finances. With the right guidance, we can secure both. And that’s just the beginning!

That’s why I’ve built my practice around professionals whose lives demand clarity and control—associate attorneys, resident physicians, and rising tech executives. These are individuals navigating complex, high-stakes careers where financial decisions often get pushed to the margins. That’s where I come in: to bring strategy, structure, and foresight that turns complexity into clear, actionable steps that secure long-term stability and ownership of their finances.

And as a proud UVA alum, I intentionally hold space in my practice for fellow Hoos from all walks of life—not because of what they do, but because of who they are. It’s more than school pride; it’s a shared foundation of values. Values that shaped how I think, serve, and lead today. Values that can make Hoos into family.

For those I serve, I’m the first voice and steady perspective of all things finance, transforming unnecessary jargon into clear concepts with actionable steps. Now they can thrive both at work and in life.

I chose Financial Growth Partners (FGP) because I wasn’t looking for just a firm; I was looking for alignment. At FGP, long-term thinking, meaningful relationships, and thoughtful strategy aren’t buzzwords; they’re the baseline. That alignment gives me the platform to function with depth, intention, and integrity.

Outside of work, I’m usually drawn to finding insight in the ordinary. Sometimes it’s reading timeless wisdom. Sometimes it’s tinkering with musical instruments just to see what comes out. And other times, it’s bringing a script to life through voiceover work. It all keeps me grounded. If you’re looking for clarity in your financial journey or just a thoughtful conversation, let’s connect!

• Rudimentary Financial Education
• Cash Flow Analysis/Budgeting
• Risk Management/Insurance Analysis
• Employee Retirement Plan Setup (401k, IRA)
• Wealth Building 
• Tax Mitigation Strategies
• Debt Management

Book A Meeting

Financial Representative of Guardian. CA Insurance License #4322747.

My goal is to change the landscape of my community in the greater Richmond area by making sure everyone has the information they need to make solid decisions that will build financial wealth for years to come. I want everyone to get the equal opportunity to learn, grow, and reach their desired goals.

When I was young, I lost my father and our family’s financial representative demonstrated to me how to be a good financial professional and how important it was for our family to have one. The things he helped my family put in place were lifesaving. I want to help others protect their family and grow wealth.

When I’m not working with clients to help build their wealth, I enjoy playing golf. I also am a certified business coach and teacher and a motivational speaker¹. 

 Financial Representative of Guardian^{® 1}Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

Kevin's business philosophy is to provide families and business owners with assistance in building their financial freedom, which he has developed in his more than 20 years of experience in the financial services industry.  His personal goal is to be a lifetime resource for every client by guiding them financially, spiritually, and emotionally through the many challenges we face at some point in our lives.

Professionally, Kevin is experienced in fixed and variable products, and holds his life and health insurance and annuity license as well as a FINRA series 6 and 63.   He has helped Pastors, churches, business owners as well as families achieve their financial success by focusing on many areas of this industry.  These areas include Clergy compensation strategies, charitable giving strategies and providing overall value to businesses and individuals.  He is known for his empowering workshops that cover ways to find financial success.

Kevin prides himself in being a family man.  He's married to Rev. Dr. Kimberly A. Ridley and together they are raising two children, Kristopher and Kelsi.  In his free time, he holds the position of a Deacon at The Light Community Church and co-directs the men's ministry there.  He is also the Co-Founder of the Lion's of Judah mentoring program at St. Paul's Baptist Church, and a board member for The PICF Unique Resource Center and on the board for the Ruth Foundation.  Kevin loves traveling with his family, sports, and playing golf with his son, clients, and friends.

Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

Don is one of Financial Growth Partners' most "senior" members, having entered the financial services field shortly after earning his Bachelor of Science degree from the University of Delaware in 1971. He joined The Guardian Life Insurance Company in August 1974, and has been an active supporter of NAIFA since 1978.    Don earned his Chartered Life Underwriter® degree from the American College in 1979.  He first qualified for  the Million Dollar Round Table in 1982, and had achieved Lifetime Membership in this prestigious    organization.

Don prides himself on his relationships with his clients, who now reside in 24 states, Europe, Canada and Central America. His knowledge is in helping families and small business owners provide protection and accumulate wealth for retirement, as well as guiding them with their "exit strategy" once retirement is upon them.

In what he terms a "midlife adventure," Don moved his family from Long Island to Virginia Beach in 1990. He has been married to Patti since 1973, and has two adult sons, Dave and Chris, daughter-in-law Maria and grandchildren Audrey, Jack and Henry. He is an active member of St. Aidan's Episcopal Church, having served on its Vestry twice, and is currently serving on its Finance Committee. He loves to travel and has a passion for scenic photography, with his work having appeared in several locations throughout Virginia Beach.

I am a Virginia Beach native who believes everyone deserves financial security and the confidence that comes with it. That's why I take a personalized approach to planning, getting to know my clients and understanding their unique needs and aspirations.
I'm here to guide you on your financial journey. Whether you're saving for retirement, planning for your children's education, or looking to grow your wealth, I'll work closely with you to develop a customized plan that aligns with your goals and risk tolerance.
I'm committed to your success. I'll provide ongoing advice and support, keeping you informed about changes and helping adjust your plan as needed. I'm here to empower you to make informed financial decisions with confidence.
My Virginia Wesleyan business degree keeps me on top of things, but my true passion is squeezing every drop of experience out of life – whether it's exploring hidden corners of the world, creating lasting memories with my family, or simply expanding my knowledge. Let's just say, life's a thrilling mystery, and I'm determined to solve it, one adventure at a time!

Book A Meeting With Me!

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Meet Frank, a dedicated Financial Representative with deep roots in Virginia Beach, Virginia. Raised in a culturally diverse household, his father being Filipino/Cuban-American and his mother Irish-Canadian. Frank has a unique perspective that resonates well with first and second-generation families. His passion for guiding individuals through the intricacies of financial services stems from a desire to empower those who may not have had the opportunity to learn its value earlier in life.

Frank's commitment to service extends beyond the financial realm, as evidenced by his decade-long career in law enforcement. The camaraderie he experienced in that field seamlessly transitioned into his role at Financial Growth Partners (FGP). Drawn to FGP's strong sense of community, Frank found a natural fit for his inclination to support law enforcement and first responders in their financial journeys.

Inspiration for Frank's career shift struck during a moving moment when a colleague unexpectedly passed away. Sharing the same financial advisor, Frank witnessed firsthand the profound impact of comprehensive financial services on the lives of loved ones left behind. Motivated by this experience, he chose to redirect his professional path, becoming a financial representative dedicated to making a meaningful difference in the lives of his clients. When not navigating the financial landscape, Frank cherishes moments with his family, enjoys the company of friends, and takes on the challenge of improving his golf game.

Financial Representative of Guardian. CA Insurance License #4275153.

A Richmond native with deep roots in service and leadership, Gary brings over 22 years of experience in the United States Army to his role as a financial representative. Serving in both active and reserve components as a paratrooper and officer across armor, logistics, and civil affairs, he deployed to Iraq and multiple Middle Eastern locales, honing the discipline, strategic thinking, and dedication that now guide his approach to financial planning. Gary holds an undergraduate degree in English Literature from Virginia Military Institute and a Master’s in Organizational Leadership & Development from Norwich University, blending analytical skill with leadership expertise. Following his military career, he gained valuable experience in defense contracting and logistics, further shaping his problem-solving approach.

Gary became a Financial Representative to continue his commitment to service. Helping clients build steady, purpose-driven lives while providing for their families on their own terms. He specializes in serving military personnel, veterans, and first responders, while also working with dentists, nurses, and tradespeople. His mission is clear: earn client trust through loyalty, integrity, and performance. With expertise in VA benefits, disability, and 529 plans, Gary provides strategic guidance rooted in personal honor and a dedication to doing what’s right.

Outside the office, Gary is a devoted husband and father, sharing a love of martial arts with his wife, Carmen, a professional boxer, and spending quality time with their son, dogs, and ferrets. He enjoys reading, exploring military history, and embracing life with curiosity and discipline. Gary joined FGP because it offers a place where he can serve clients well, help colleagues grow, and continue building a life that balances purpose, performance, and personal fulfillment.

Hunter Hickman is a Relationship Development Associate (RDA) at Financial Growth Partners (FGP), where he helps individuals and families build a solid foundation of financial protection. With a strong capacity for empathy and clear communication, Hunter's mission is to guide his clients with transparency, emphasizing protection and long-term confidence. His journey into financial services was shaped by a diverse background, including his experience as a swim instructor, IT help desk technician at Old Dominion University (ODU), and even as a gun salesman, which all cultivated his passion for service and protection.

Born in Fredericksburg, VA, and having grown up in Reston, VA, Hunter is deeply committed to helping others feel prepared for life’s uncertainties. His personal goal is to build a life with his family in the 757, where he can live by the values of confidence, responsibility, and connection. His love for the beach and fascination with technology provide a well-rounded balance to his professional life. At FGP, Hunter found a like-minded company where protection is just as valued as he does—helping ensure that every client receives not just a financial roadmap, but a stable, thoughtful strategy for their future.

With over seven years in the financial services industry, I help individuals and families take control of their financial futures through personalized, comprehensive planning. My areas of experience include risk management, investment and retirement planning, education funding, cash flow mapping, debt paydown strategies, and estate planning strategies.

I hold investment licenses including the SIE, Series 6, Series 63, and Life, Accident & Health Insurance, equipping me to provide a wide range of guidance tailored to each client’s needs. My approach is rooted in education and empathy, aiming to simplify complex financial topics so clients feel confident in every decision.

My journey into financial services began in 2016, after the sudden loss of my older brother. That experience, along with being raised in a family deeply committed to planning, showed me just how critical it is to have a plan for the unexpected. It’s why I do what I do—and why I care so deeply about helping others prepare, protect, and prosper.

Outside of work, I enjoy life on the water boating and fishing with my husband and our two kids. I'm also passionate about photography, gardening, and hosting friends in our backyard—because just like planning, life is about creating moments worth remembering.

Financial Representative of Guardian.

With a background as a Navy cryptologist and experience in door-to-door sales, Kenneth brings a unique blend of strategic thinking and interpersonal skills to the world of financial advising. Originally from Minooka, IL, Kenneth embodies the values of growth, faith, optimism, and compassion in his professional and personal life.

Kenneth's journey into financial services stems from his unwavering commitment to lead from the front while maintaining a harmonious work-life balance. His passion lies in making a tangible impact on people's lives by providing them with the invaluable gift of financial confidence. Specializing in serving military veterans and families in similar life stages, Kenneth's mission is rooted in understanding his clients' needs deeply rather than just providing surface-level solutions. Outside of the office, Kenneth can often be found enjoying his favorite Chicago sports teams, spending quality time with family, or staying active with workouts. Joining Financial Growth Partners was a natural choice for Kenneth, driven by his desire to serve clients in a truly distinctive manner that aligned perfectly with his values and ethos.

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Registered Representative of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4091098.

Matt Tuttle is a proud U.S. Navy Veteran and retired Virginia Beach Police Sergeant with 25 years of dedicated service. Having transitioned into the field of financial services, Matt leverages years of leadership experience and a strategic mindset to help others safeguard their income and secure their future. Having had the opportunity to invest in retirement early as a young police officer, Matt is now reaping the benefits of that foresight after a fulfilling career. This personal experience has fueled a passion for helping others make sound financial decisions.

Matt brings a unique perspective to financial strategy and client relations. Matt is committed to offering personalized, transparent, and effective planning solutions. Whether assisting fellow first responders, veterans, or blue-collar employees at the start of their careers or those approaching retirement, Matt believes it’s never too late to make smart financial choices and is eager to help others secure their financial futures.

Financial Representative of Guardian.

I'm a Business Development Associate at Financial Growth Partners, where I help families and young professionals gain financial clarity and build a strong future. Raised in Virginia Beach, I’ve always been motivated by the idea of helping others—whether it was supporting my family or guiding my clients toward their financial goals.

After earning my General Studies and Economics degrees from Tidewater Community College and Virginia Tech, I started my career as a care attendant and cashier. These roles gave me invaluable experience in serving others, which I now apply to my work in financial services.

One of my core motivations comes from my personal experience with my brother, who has autism.
Watching my parents navigate the tough questions about their plans for his future inspired me to help other families in similar situations. I aim to provide financial ease and direction for families with special needs and give young professionals the tools to reach their financial goals.

At Financial Growth Partners, I’ve found an environment that not only fosters growth but also embraces individuality. There's no one right way to succeed here, which has allowed me to bring my authentic self to work and focus on building long-term, meaningful relationships with my clients.

When I’m not helping clients achieve their financial goals, I’m probably talking movies. Film is my biggest hobby—whether watching or making them—and I love diving into the art form with anyone who’s interested.

If you're looking for a financial ally who is responsible, respectful of your time, and committed to your success, let’s connect. I’d love to help you plan for the future and reach your financial aspirations.

Rachel Zimmerman is a Business Development Associate at Financial Growth Partners, based in Virginia Beach, where she combines her passion for helping others with a strong commitment to promoting financial success. With a Bachelor's degree from James Madison University and previous experience as a fitness coach, Rachel brings a unique perspective to financial advising, focusing on creating a positive, meaningful impact for families and individuals across the country.

Driven by the desire to help others build wealth and confidence, Rachel works with clients to develop tailored strategies that align with their financial goals. Her dedication to improving lives extends beyond her professional work—whether she's coaching part-time at Orangetheory Fitness, walking on the beach, or traveling the world, Rachel is always seeking new experiences and ways to enrich her life and those around her.

Rachel joined FGP because she was looking for a career with purpose—one that would allow her to make a real difference. With her values rooted in personal growth, community impact, and helping others achieve success, Rachel is excited to contribute to FGP’s mission and continue making a lasting, positive difference in the financial lives of her clients.

Financial Representative of Guardian.

The winding path that has brought me to this career is something I am so thankful for. Born and raised in Portsmouth, I had always wanted to be a Police Officer. I stayed local and earned a BA in Sociology with a minor in Religious Studies from Christopher Newport University in 2007. That same year, I started the Police Academy to pursue what was my dream career. After 17 years in Law Enforcement, my personal dreams had shifted, and I truly wanted to be more present with my family. When I received a message from FGP, I thought this might be a fit. As I went through the process, I realized that FGP truly aligns with my view of people and finances. This new journey would also offer more time to be a husband and dad.

FGP, for me, was a new start and provides a new way to serve the public. Coming into the Financial Services world, I realized the gaps that exist in financial readiness. It is my goal to serve the First Responder Community, Government Workers, and Small Businesses as a large part of my practice. These markets are often out in the world putting in work, and those who perform these jobs often feel there is not anyone guiding their plan for the future. Along with those markets, I am open and interested in working with clients who want to learn, empower themselves, and excel at money and financial readiness.

Financial Representative of Guardian

I'm a Relationship Development Associate with Financial Growth Partners, based out of our Charlottesville office and living in the heart of Staunton, Virginia.

With a strong belief in the power of financial education, I’m committed to helping motivated individuals, families, and small business owners take control of their finances and build strategies that align with their values and long-term goals. My approach is rooted in empathy, clarity, and trust, making it easier for people to feel seen, heard, and confident in their financial decisions.

I joined FGP because I wanted to be part of something bigger than myself, a team that truly supports both financial professionals and clients. My mission is to give back to my community by guiding others toward greater financial stability, independence, and confidence.

I’m especially passionate about working with immigrants, first-generation professionals, and anyone who’s ready to rewrite their financial story. I bring a unique lens to my work through my own experiences as a former newcomer to the U.S., and I strive to create a safe space where people can ask questions, feel empowered, and take the steps they need toward a better future.

Outside of work, you’ll often find me traveling with my husband, enjoying quality time outdoors, or diving into topics like psychology, spirituality, and personal development. These interests keep me grounded and help me show up as my full self, for my clients and for my community. 

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Financial Representative of Guardian.

I’m Tyler Teass, a financial representative based in the Charlottesville office. As a grauate of UVA, I am thrilled to be able to support the local area and beyond.

Before joining FGP, I had a long career within the hospitality industry, doing everything from running a Michelin-star restaurant to operating my own private chef business. I love connecting with passionate individuals, young families, and small business owners to help uncover and understand their motivations around their goals, dreams, and future through the lens of financial services.

Ultimately, I want to be a resource for positivity, knowledge, and connection to break through stigmas and difficult conversations around finances.

When I'm not working, I love spending time with my wife and 3 kids. If there's any time left over, I enjoy fly fishing, playing guitar, and enjoying our beautiful area.

Financial Representative of Guardian.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.