Legacy Roots.

Startup Soul.

Human at the Core.

We’re not your typical financial firm, and we’re proud of that. Financial Growth Partners blends over 160 years of legacy with the energy of a modern-day start-up. Reimagined in 2022, we’ve created a firm for the ambitious. We serve those who build wealth, legacy, business, and impact. Whether you're a client or a future teammate, this is your place to take ownership of your journey. At FGP, we don’t follow tradition, we create it. Together, we’re redefining the intersection between people and money.

Where Values Drive the Vision

Our values aren’t just words on a wall. They are the way we work, lead, and live. They guide every conversation, every strategy, every decision, both inside the company and out. We lead with them because we believe people deserve more than financial advice. They deserve real connection, intentional service, and a team that walks its talk. In an industry full of noise, our values keep us grounded, focused, and aligned with what matters most: people.

We Are In Motion

We are purposeful, make things happen and forward thinking.

We Are Highlighters

We are positive, vibrant and a bucket filler.

We Are Actually Different

We are bold, authentic, reliable and creative.

We Are Independent & Collective

We are excellence united.

Leadership Team

William R. Crossan III

President & Chief Visionary Officer

667-318-0802

[email protected]

Will’s passion is serving benevolent leaders and their organizations as a culture consultant, coach, training facilitator and speaker. His mission is to harmonize the relationship between individuals and organizations by connecting people to their core truths and facilitating a growth process that identifies the appropriate roles and organizations that allow them to authentically serve a collective mission.

Will began his career in the military and then transitioned into financial services with a Fortune 100 company, honing his leadership style and building an award-winning, nationally-recognized organization. His passion for leadership and the ability to walk alongside people in their executive roles inspired him to move fulltime into leadership development.

During his career, Will has impacted people through keynote speeches, group workshops and hundreds of individual coaching relationships. His methodology lives at the nexus of philosophy, theology and business, focusing on purpose and meaning in the workplace resulting in flourishing individually and collectively.

Will’s formal education includes a BA in Philosophy and a BA in History and an MA in Human Dimensions of Organizations from the University of Texas at Austin. His hobbies include all things with wheels and an accelerator, mountain biking, playing guitar around the campfire, hiking with his dog Maximus, and spending time with his wife Amy and kiddos Rawlee and Cash.

Registered Representative and Financial Advisor of Park Avenue Securities

Matt Vahue, CLU®, CLF®

Chief Executive Officer

571-375-8029

[email protected]

Matt Vahue serves as the Chief Executive Officer and Integrator of Financial Growth Partners, leading the firm’s strategic direction alongside his business partner, William Crossan. Together, they are transforming a historically traditional profession into a dynamic, modern platform for growth and impact — one defined by agility, purpose, and human connection.

Under Matt’s leadership, Financial Growth Partners has emerged as a national leader in financial services, guided by its core purpose of Advancing Human Capital. He brings a distinctive blend of strategic focus, relational leadership, and competitive drive to every facet of the firm. FGP’s 10-year vision is bold: 500 advisors and associates serving 500,000 households across the country — a goal that Matt helps shape and execute every day through clarity, collaboration, and discipline.

The firm operates on the Entrepreneurial Operating System (EOS), where Matt serves as Integrator — the connective force that turns vision into traction. He ensures alignment across people, processes, and purpose, keeping the organization moving forward in rhythm and in culture. As both a Relator, Orchestrator, and Driver, Matt naturally builds systems, unites teams, and accelerates meaningful results.

Matt’s leadership journey has been defined by consistent performance and a commitment to excellence. Before becoming CEO of FGP, he served as Executive Vice President at Alliance Advisory Group, where he played a pivotal role in expanding the firm’s footprint across Upstate New York — earning multiple Presidential Citation Awards with Guardian Life Insurance Company for leadership and growth. Prior to that, he was Managing Director at Principal Financial Group’s Upstate New York Business Center, earning three invitations to the prestigious Management Achievement Round Table for his results and leadership.

A respected voice in both business and community, Matt was honored at age 30 with the Rochester Business Journal’s Forty Under 40 award — a recognition that continues to reflect his enduring leadership today. He remains actively involved in advancing organizations and causes he believes in, including the George Mason University Patriot Club Advisory Board, Girl Scouts of the Nation’s Capital, The Kennedy Center, George Washington’s Mount Vernon, and the Gravely Elementary PTO.

In addition to his work at FGP, Matt has joined Campfire Culture — an executive coaching and business consulting organization founded by Will Crossan — as its Integrator, helping connect vision to execution and expand its impact. Through Campfire Culture, Matt leverages his experience as a Certified Motivation Code™ Coach to help leaders and teams align purpose, potential, and performance.

Matt earned his degree from St. John Fisher University in Rochester, NY, and holds both the Chartered Leadership Fellow (CLF) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services.

Outside of work, Matt and his wife, Angela — a top financial advisor and leader in her own right — live in Northern Virginia with their daughter, Misha. Their family values adventure and connection, enjoying both international and domestic travel together. Matt is also a passionate sports fan, rooting for the Buffalo Bills, Washington Commanders, Washington Nationals, and his beloved George Mason Patriots, where he is a season ticket holder and proud member of the Green Coat Society.

A native of Canandaigua, NY, Matt draws strength from his roots and his early experience as part of the 1999 New York State Championship football team — an origin story that shaped his lifelong commitment to loyalty, focus, and excellence. Today, he continues to lead with the same energy and intention, bringing people together to do meaningful work, move fast, and make a lasting impact.

Registered Principal and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Rochester Business Journal award is not issued or endorsed by Guardian or its subsidiaries.

Genevieve Paeglow

Executive Vice President

518-791-8029

[email protected]

Genevieve Paeglow brings a wealth of experience to Financial Growth Partners as the Executive Vice President, where she spearheads the strategic vision for internal operations and staff. Joining the firm in 2022 as the Regional Director of Talent Experience, she played a pivotal role in driving horizontal growth and integrating talent into the unrivaled career development program. Recognizing her outstanding contributions, Genevieve was elevated to the role of Executive Vice President in 2024, where her dedication to nurturing team growth and enhancing operational efficiency has been truly remarkable.

Before entering the financial services industry in 2020, Genevieve spent nearly five years in professional recruiting and staffing. Her journey began as the Director of Talent Acquisition, where she discovered a profound passion for guiding new associates through seamless onboarding processes and facilitating their transition into the world of Financial Services. In 2021, she successfully graduated from the Guardian Leadership Institute, further fine-tuning her exceptional leadership skills.

A native of Albany, NY, Genevieve relocated to Rochester in 2013 to pursue a marketing degree at St. John Fisher College, where she excelled as a member of the history-making softball teams in 2016 and 2017. Beyond her professional pursuits, Genevieve enjoys spontaneous travel to connect with friends and family while also balancing her enjoyment of fitness through spin classes and exploring new culinary experiences.

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Registered Representative and Financial Advisor of Park Avenue Securities

Phil Lassiter

Senior Market Growth Leader | Senior Vice President

757.300.0393

[email protected]

After my first love (auto repair), I started working in my family’s mattress retailing company, where I learned to see an enterprise as a whole. To make solid decisions. And to take care of our people. I then joined the Norfolk Police Force, where I trained to face tough times with calm and clarity. Through it all, I’ve learned to listen for understanding, be part of a team, and deliver solid service. It all fits with my sense of loyalty, dedication, and doing what’s right.

I help people navigate the road to financial confidence-- in good times and moments of challenge -- empowering them to live the life they want while reducing stress. I often serve small business owners, first responders, law enforcement, and blue-collar professionals, but I can help anyone, any family-oriented person, protect those who mean the most to them.

Besides assisting, guiding, and helping to protect my clients, I also help my colleagues launch and build successful careers with Financial Growth Partners. As Managing Director, I coach, develop, and mentor new staff in the art of financial strategies. With this knowledge, they can empower others towards financial freedom, helping the community while enhancing their own lives and their families.

Registered Representative of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4028035

Kelly Pauline, EMBA

Market Growth Leader

617-418-9995

[email protected]

Kelly is a coach and leader with a deep-seated 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 in trade shows, and managed the accounting and back 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, she 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 led 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 based in Portland, Oregon, and Firestone, one of the country's largest commercial roofing manufacturers, which enabled the delivery of 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 operations of the Urgent Care and Internal Medicine Practice, as well as the organization’s national network of over 50 physicians. Her experiences span diverse industry segments, encompassing start-ups, 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 resonates deeply with Kelly because she has seen firsthand how powerful it can be.

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

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Financial Representative of Guardian.

Madison Cappas

Director of Onboarding & Operations

571-520-8826

[email protected]

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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.

Reston, VA

Angela Vahue

Financial Specialist & Wealth Management Advisor

571-365-7937

[email protected]

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.

Bobby Davis MBA

Relationship Development Associate

443-771-3178

[email protected]

Bobby Davis is a Relationship Development Associate with Financial Growth Partners, where he brings a coach’s mindset to the world of personal finance. With both a BBA and MBA from Shenandoah University and a background in coaching soccer at the high school and college levels, Bobby is passionate about helping people build strong financial “fundamentals” that support the life they want. On and off the field.

Originally from Lusby, Maryland, and now based in Leesburg, Virginia, Bobby focuses his practice on young professionals, blue-collar workers, and families who want more control, clarity, and confidence around their money. He believes that “anything worth doing is worth doing right,” and partners with clients to create intentional, realistic strategies they can stick with, not just short-term fixes. For Bobby, financial advising is another form of coaching. Walking alongside people, helping them understand the playbook, and celebrating their wins.

Bobby joined FGP because he wanted a career he could build from the ground up, where his effort and impact are directly tied to his success. He thrives in an environment where he can take ownership, put in the work, and make a real difference in people’s lives. When he’s not working with clients, you’ll likely find him watching or playing sports (he’s a big Manchester United and Steelers fan), lifting or running, or spending time out on the water, especially if there’s fishing involved.

Brian Wobensmith

Financial Advisor

(571) 601-4990

[email protected]

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.

Caroline Morris CFP® ChFC®, CLF®, CLU®, RICP®

Financial Planner

202-413-2380

[email protected]

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 confidence 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 Milligan, ChFC® CLU®

Financial Advisor

571-375-8041

[email protected]

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.

Corey LaPrade

Financial Representative

410-370-8992

[email protected]

Corey is a Financial Representative with Financial Growth Partners. He is a highly motivated financial services professional with knowledge in cultivating relationships and providing wealth management solutions for affluent families and businesses.

He spent many years as a practitioner in the financial services sector with firms like TD Ameritrade and Merrill Lynch as well as worked as a management consultant for many Fortune 500 companies such as JPMorgan Chase and MetLife.

He works one-on-one with clients to help them identify and prioritize their current financial needs, as well as their long-term investment goals. "Together, we create a financial “road map,” designed to help clients reach their financial destination," Corey said. One of his slogans is, “I know financial advising very well, but more importantly I know people”. He believes successful long-term relationships are built on Like, Trust, and Respect.

He is a graduate of Pennsylvania State University where he earned his B.S. in Human Development and minored in Business Administration. He especially enjoys working with his fellow Penn State alumni.

Corey has three beautiful children and is native to the DMV metropolitan area. He enjoys live music and is an avid runner, yogi, and Krav Maga practitioner.

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

Damianos Mylonas

Financial Advisor

5714446957

5713755303

[email protected]

Hi! My name is Damianos Mylonas. I was born and raised in Reston, Virginia, and attended South Lakes High School, where I played football all four years. Being part of a team sport taught me valuable lessons in accountability and resilience. Football proved to me the importance of understanding your role within a team, pushing through challenges, and staying committed through adversity. Which are lessons that continue to shape how I approach my professional and personal life.

In 2021, I attended Christopher Newport University, where I graduated in May 2025 with a double major in Finance and Marketing in Business Administration. During my four years at CNU, I created lasting friendships and learned a lot about my own identity and values centered around my Christian faith.

My professional goals are centered around helping young professionals like myself understand their goals as their income and responsibilities grow. I am also particularly drawn to working with small business owners, having grown up around a family-run restaurant business from the age of seven.

I became a financial advisor because I saw firsthand how financial stress often comes from fear rather than a lack of effort or income. My goal is to be a light to the clients I serve. I plan to help them make the financial decision necessary to create the life they want and leave a lasting legacy.

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David Watson CFP®, ChFC®

Market Growth Associate

240-235-1319

[email protected]

David is a Virginia-based financial advisor whose practice revolves around fostering growth and resilience in both clients' financial portfolios and their personal lives. His philosophy in financial planning and leadership is rooted in the belief that human flourishing and financial balance go hand in hand. David thrives on working with growth-minded individuals who are committed to improving every facet of their lives. His passion and curiosity for exploring the financial landscape fuels his mission to optimize our clients' financial lives, helping them realize their vision and dreams. Outside of work, David is an avid runner and golfer, but his greatest joy comes from quality moments spent with family.

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

Devon Cury, CAP®

Director of Advanced Planning

571-375-8014

[email protected]

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.

Franklin L. Stowe

Wealth Management Advisor

(703) 570-1054

[email protected]

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 confident financial future.

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

J Michael Smith

Registered Representative

240-673-2028

[email protected]

Registered Representative and Financial Representative of Guardian.

Jacob Aulisa

Marketing Coordinator - Reston, VA

[email protected]

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.

Jake Davis

Relationship Development Associate

(667) 318-0801

(703) 579-7998

[email protected]

Jake Davis is a Relationship Development Associate at Financial Growth Partners, helping individuals, young families, and business owners bring clarity and confidence to their financial decisions. He earned a Bachelor of Science in Finance from Virginia Tech, with a concentration in Financial Planning and Wealth Management, and is committed to building a long-term practice rooted in thoughtful, intentional planning. Originally from Haymarket, Virginia, Jake is proud to serve clients in the community he calls home.

Jake believes financial clarity creates confidence, giving people the freedom to focus on what matters most, not what’s uncertain. He brings a relationship-driven approach with an emphasis on clear communication, attention to detail, and tailored solutions designed to support long-term growth and stability. His work is grounded in trust, transparency, and doing things the right way, so clients feel informed, supported, and empowered at every step.

Jake joined Financial Growth Partners for its values-driven culture, strong leadership, and team-based environment that prioritizes what’s best for clients. Outside of work, he enjoys health and fitness, golf, and traveling.

Book A Meeting with Jake

Jeff Clark

Financial Representative

571-375-8043

[email protected]

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 J. Lenz, MBA

Wealth Management Advisor

571-375-8040

[email protected]

Jenevieve is passionate about inspiring and guiding women professionals and closely held business owners and their families to achieve financial confidence 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 advisor for you.

Financial Balance Business Owners

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

Joey Holinka

Relationship Development Associate

[email protected]

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 Crane

Financial Advisor

703-635-3300

[email protected]

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.

Justin Hurley CPA

Relationship Development Associate

540.834.3915

[email protected]

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 Pauline, EMBA

Market Growth Leader

617-418-9995

[email protected]

Book a meeting with me.

Financial Representative of Guardian.

Ken Shall

Financial Advisor

571-375-8021

[email protected]

Ken joined the firm in 2004 after working with ING Financial Partners for three years. He also served six years of active duty in the US Air Force and 16 in the Reserves, retiring in 2007. Before entering the financial service industry, he specialized in training adults in computer software applications as an instructor and later as an operations manager.

Ken says he uses his adult educational approach when working with clients. “During the planning process, we feel that we are educating the client to make informed decisions,” he added. “We don’t dictate what you must do; we work together to ensure that every financial decision is based on the most efficient use of the money that is already being used in their current financial decisions.” This is done by analyzing 19 areas of your financial life for efficiency and effectiveness.

When working with clients, our goals are to help:

Create the maximum amount of wealth and benefits possible.
Give you the right to SPEND and ENJOY the maximum without the fear of running out.
Allow you to pass on your wealth to whomever you choose.
Ensure the plan works no matter what.
Do all of this with no additional out-of-pocket cash flow.

Ken holds his RICP® (Retired Income Certified Professional) designation and is also a ChFEBC® (Chartered Federal Employee Benefits Consultant. He was voted Loudoun County VA’s favorite Financial Advisor in 2017 and 2019.

Ken and his wife adopted four children (now ages 13, 15, 17, and 18) from Poland in 2015 and say, “We had to learn to be parents on the fly.”

Ken works out of FGP's Reston Office
12110 Sunset Hills Road #340
Reston VA, 20190

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0L52323

Lisa Gilland CPA

Chief Financial Officer and Director of Business Development

703-999-2751

[email protected]

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.

Madison Cappas

Director of Onboarding & Operations

571-520-8826

[email protected]

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Maria Salter

Registered Representative

571-375-8045

[email protected]

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.

Owen Marshall

Relationship Development Associate

(571) 604-6454

[email protected]

I’m Owen Marshall, a passionate financial representative rooted in the vibrant community of Harrisonburg, Virginia. My journey in finance is driven by a genuine desire to help individuals and families achieve financial confidence. I believe that with the right guidance, anyone can reach their financial goals and live a life free of financial stress.

Before diving into the financial world, I spent countless hours on the baseball field, starting at the age of 4 and continuing through college. Although I no longer play, my love for the game lives on as I coach 13u and 14u travel teams for the Nova Stags in Fairfax, VA. Coaching allows me to share my passion for teamwork, dedication, and personal growth with the next generation.

When I’m not helping clients navigate their financial journeys, you’ll find me fishing, golfing, or exploring the great outdoors. I cherish every opportunity to connect with nature and enjoy life’s simple pleasures.

I’m excited to connect with you and help you achieve your financial dreams. Let’s embark on this journey together!

Book a meeting with me today!

Financial Representative of Guardian.

Ruth Lawson

Agency Administrator

703-375-8002

703-476-8507

[email protected]

Sarah Cato, CFP®, CExP®, ChFC®, CLU®, RICP®

Financial Advisor, Director of Business Strategies

240-534-1356

[email protected]

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.

Wyatt Pellicano

Relationship Development Associate

443-223-2313

[email protected]

"Be the change you want to see in the world" - Gandhi

This quote, in so many words, is exactly why I am an RDA at Financial Growth Partners. I grew up in a family that has been in the industry successfully for over 20 years. Between my parents' success and my older brother's hot start, you would think I would have been quick to follow suit. That couldn't have been farther from the truth. I felt and witnessed how slimy financial services could be, and I swore to myself I'd rely on honest work to make a living, as my late grandfather had taught me.

It wasn't until I met Will Crossan and Matt Vahue that I considered following in the family trade. They showed me, through FGP's vision, that if I truly believed the industry is as dark and dim as it is. It is actually my responsibility to use my social skills and drive to serve my community well.

I'm most comfortable serving you families and young professionals, but I wouldn't be embodying the mission if i didn't offer my help all walks of life. I am based in the panhandle of the beautiful state of West Virginia, but I spend ample time serving the community I grew up in, Annapolis, MD.

Book A Meeting With Me

Hunt Valley, MD

Bayron Membreno

Relationship Development Associate

443-278-2066

[email protected]

Based in Baltimore, Bayron Membreno is a Relationship Development Associate who believes money should bring clarity, not confusion. With a strong passion for finance, he’s committed to putting his knowledge to work by helping people feel more stable, confident, and in control of their financial lives. His goal is simple: if you work with Bayron, you should feel better off than when you started. More informed, more prepared, and more at ease about what’s next.

Bayron works closely with young professionals and individuals stepping into major life milestones, starting a career, getting married, buying a home, or planning for the future. He takes the time to understand what matters most, then builds strategies designed to support both the numbers and the person behind them. Guiding people toward greater financial clarity and stability isn’t just his job. It’s what motivates him to keep learning and growing in this field.

Bayron chose to join Financial Growth Partners because he saw a firm that’s actually different, one that genuinely cares about its people and the clients they serve. Outside of work, you’ll often find him fishing, training in Brazilian jiu-jitsu, or spending time with his dog. That same determination, focus, and patience show up in how he shows up for his clients, day in and day out.

Book A Meeting Today

Buna B. Cumbie II CLU® , & CHFC®

Financial Advisor

410-290-3930

410-290-3932

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

Relationship Development Associate

443-987-4194

[email protected]

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

Cassie Higgins

Agency Administrator

410-832-4154

410-832-4292

[email protected]

Edward Feduke, CFP®, CRPC®, RICP®

Market Growth Associate

607-765-2345

[email protected]

Welcome to a transformative experience in financial planning! My mission is to work with you in navigating the complexities of your financial future, helping ensure you feel confident and empowered in your decisions. Financial planning is a continuous process, not a one-time product. Our relationship will involve regular communication through Zoom meetings, phone calls, and emails. My ultimate goal is to help you make the appropriate decisions regarding your finances, helping enable you to live your best retirement.

As a dedicated retirement planning professional, I focus exclusively on helping individuals optimize their financial strategies before and during retirement. Unlike many advisors who attempt to cover every financial need, I bring a targeted approach that is designed to ensure you receive the specialized guidance necessary for a successful retirement journey.

Embarking on this journey together means you’ll have the support and experience needed to navigate the intricacies of your financial life confidently. Together, we can build a robust financial strategy that evolves with you, helping you achieve your retirement dreams.

Outside of the office, Ed is an avid golfer and enjoys spending time with his wife, Guienen, young son, Camden, and Boxer/Great Dane, Sadie.

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

Evaristo (Ever) Gonzalez, CFP®, CLU®, RICP®, WMCP®

Financial Advisor

717-715-0310

[email protected]

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.

Ever J Gonzalez, RICP®

Market Growth Associate

717-715-1824

[email protected]

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.

Gaddi Rodriguez

Relationship Development Associate & Strategic Assistant

301-844-1344

[email protected]

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 Smith, CLU®, ChFC®

Registered Representative

410-832-4250

[email protected]

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.

Kelly Cook

New Business Case Manager

410-832-4121

410-832-4292

[email protected]

Kevin Purnell

Relationship Development Associate

667-318-0801

[email protected]

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, bringing 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 a 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 dedicated to providing personalized financial guidance, ensuring that each client's journey is guided by care and a commitment to their long-term success.

Book Your Appointment With Kevin Today

Financial Representative of Guardian.

Selin Phillips

New Business Case Manager

410-832-4129

[email protected]

New Business Case Manager at Financial Growth Partners, where I help turn plans into progress through organization, communication, and a people-first approach. I thrive in a modern, fast-paced environment and enjoy supporting clients and teams every step of the way.

Outside of work, I’m a mom of two, balancing priorities with ease while problem-solving and keeping things moving forward. I bring that same energy, care, and attention to detail into everything I do — professionally and personally.

Stephen Norris, CFP®

Financial Advisor

410-929-7250

410-832-4292

[email protected]

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.

Lancaster, PA

Belle Steidl

Relationship Development Associate

(717) 729-4027

[email protected]

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.

Book A Meeting

Bryce Simmons

Relationship Development Associate

2153883806

2154452777

I am a Relationship Development Associate with Financial Growth Partners. A proud Philadelphia native, I still call “Philly” home. I attended Community College of Philadelphia before continuing my education at Temple University.

My career path has been diverse, but the work that has always brought me the most fulfillment is helping and educating people in ways that move their lives forward. I am a married father of two, one girl and one boy. Faith and family come first for me. Outside of work, I enjoy traveling, connecting with people from all walks of life, appreciating the arts, and making time for nature whenever I can.

I became a financial professional because I have always believed in the freedom that comes from being able to control your income and, ultimately, your destiny. As I got older, I realized that financial decisions are not always simple or intuitive, especially when you are trying to build a stable future for your family. That experience shaped my purpose to be the guide I once needed, for others.

I work with individuals and families who want a trusted ally to help align their lifestyle and dreams with a strong financial foundation. I specialize in working with young families who have children or are preparing to welcome them, and who want to set up the best possible foundation for what comes next. My mission is to make financial literacy a resource available to everyone, regardless of circumstances.

Financial Growth Partners is a company that genuinely values people. I am committed to serving with integrity, clarity, and care, and I am proud to be part of a team that shares that vision.

Book A Meeting with me today

Cael Wylam

Financial Representative

717-803-3502

[email protected]

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!

Carole Miller

New Business Case Manager

717-715-1822

717-393-6115

[email protected]

Claire McGuire

Talent Acquisition Manager

717-539-3718

[email protected]

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

Relationship Development Associate

[email protected]

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 be confident in 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.

Jay Bauer

Wealth Management Advisor

717-715-0046

[email protected]

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 Bingham CFP®, CLU®, CASL®

Financial Representative

610-655-5140

[email protected]

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.

Madison Sattler

Relationship Development Associate

484-663-4468

[email protected]

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.

Matt Gunter

Market Growth Leader

717-393-4465

[email protected]

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.

Michael Cuti

Relationship Development Associate

717-873-5360

[email protected]

After more than 25 years of service with York County Prison, where he finished his career as Deputy Warden of Security Services, Michael Cuti knows what it means to show up for others under pressure. That experience shaped how he approaches his work today: with calm leadership, clear communication, and a deep respect for the people who protect and care for our communities.

As an RDA with Financial Growth Partners, Michael focuses on serving first responders, law enforcement, military members, and medical professionals, people whose work is demanding, unpredictable, and often leaves little time to focus on their own long-term financial confidence.

Michael’s mission is simple: to educate and empower. He believes that when you understand your options, you can make better decisions for yourself and the people you love. He works alongside clients to help them clarify their goals, protect what they’ve built, and create strategies that support the life they want, now and in the future. Michael was drawn to FGP because of its positive, growth-oriented culture and its commitment to making a meaningful impact in people’s lives, not just on paper.

Outside of work, you’ll often find Michael on the golf course, behind a camera lens, or out fishing. Whether he’s lining up a shot or casting a line, he brings the same patience, discipline, and long-term view to his hobbies that he brings to his clients’ financial journeys.

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Mick Melocheck

Financial Advisor

570-294-2675

[email protected]

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.

Scott Rucci

Relationship Development Associate

717-803-3502

610-945-7236

[email protected]

Scott Rucci is a Relationship Development Associate who helps small and medium-sized businesses and growing families bring clarity to their financial decisions, so their goals stop feeling “someday” and start feeling doable. A Bloomsburg University graduate (Marketing major, Management minor), Scott spent six years in business lending and finance at PayPal, where he learned that the most effective plans aren’t just smart, they’re trusted.

Today, Scott has launched his own practice to serve professionals who are building their families, planning for the future, and looking for an ally who can turn complexity into confidence. His approach is simple: Trust First. Plan Second. Success Follows. He focuses on relationship-driven planning that’s personal, practical, and designed to help you move forward with momentum.

Scott is from Upper Darby, Pennsylvania and now lives in Aston (Delaware County). Outside of work, you’ll find him coaching youth football, working out, spending time with his family, or cheering on Philly sports. He joined Financial Growth Partners for the people and the culture, and to build the kind of meaningful, long-term client relationships that make real impact possible.

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Tanner Sadowski

Relationship Development Associate

717-876-8757

[email protected]

As a Relationship Development Associate at FGP, my work focuses on connecting with younger professionals and families as they navigate important financial decisions that support their long-term goals. Personal finance has always been a genuine interest of mine, and this role gives me the chance to combine that passion with financial strategies.

I earned my B.A. with a focus in Economics and Finance from Shenandoah University, where I also spent four years competing on the Men’s Golf Team. Growing up in York, Pennsylvania and becoming part of the Shenandoah community taught me the value of consistency, connection, and showing up for others. Those experiences continue to shape how I approach both strategy and relationships today.

What excites me about FGP is how the firm prioritizes the client, ensuring that every process and solution is designed to help people achieve their greatest goals. FGP allows me the opportunity to learn from and work alongside motivated professionals who are committed to growth and doing things the right way. I’m eager to continue creating a lasting impact in the community and supporting others on their financial journey.

Outside of work, you’ll usually find me in the gym, traveling, or out on the golf course.

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Vincent Gallo

Disability Income Supervisor Life Brokerage Manager

800-963-5605

[email protected]

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.

Delaware

Ambrose Carr

Financial Advisor

302-407-6268

[email protected]

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.

Marvin D. Banaag

Managing Director

302-450-6834

[email protected]

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

Relationship Development Associate

302-632-5885

[email protected]

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 confident 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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Annapolis, MD

Chris Gill

Financial Advisor

410-371-9205

[email protected]

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

Financial Representative

443-214-3632

[email protected]

Douglas Stockman

Financial 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 a Registered Representative at Financial Growth Partners.

Doug works with clients to identify their financial confidence needs and then focuses on solutions that can help make those financial goals a reality. Doug works with individuals, families, or businesses. 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 spending time with family and friends. He attended the University of South Carolina at Aiken, majoring in Business Management with a minor in Finance in 1995. Doug is a Deacon and Bible study small group leader at his local church, where he enjoys developing and fostering relationships and helping bring light to his community by spreading the gospel of Jesus Christ.

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 Derrick

Registered Representative

410-263-9708

[email protected]

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 Derrick CLU®, ChFC®

Registered Representative

410-263-9708

[email protected]

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.

Richmond, VA

Brittany Manna

Financial Representative

412-596-8919

[email protected]

Brittany Manna is a financial professional with Financial Growth Partners, serving clients from Richmond, Virginia. A former elementary school teacher of 11 years, she brings the same patience, clarity, and heart she had in the classroom to the families and small business owners she works with today. Originally from Pittsburgh, Pennsylvania (Go Steelers!), Brittany is known for creating a judgment-free space where you can ask real questions and make confident, informed decisions about your money.

Brittany’s own story is what drew her into this work. A few years ago, she found herself looking for someone at FGP who could guide her family through important financial decisions. That experience opened her eyes to how powerful the right guidance can be, and it ultimately inspired her to help others turn their financial and personal dreams into reality. She loves getting to know each client’s unique circumstances and tailoring strategies that support both their current life and long-term vision.

Outside of work, you’ll often find Brittany crocheting or spending quality time with her husband, Michael, and their two children, Saverio and Giavanna. Whether you’re just getting started or looking to bring more intention and structure to your financial world, Brittany is passionate about walking alongside you, step by step.

Cameron Logan

Financial Representative

804-922-9506

[email protected]

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 confidence. 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.

Fred Arthur

Financial Representative

856.982.2143

609.952.0643

[email protected]

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.

Gibson Vaught

Financial Representative

804-357-5919

[email protected]

Gibson attended Georgetown University and graduated in 2015. He worked in staffing and recruiting prior to joining the Financial Service industry in 2020.

He is eager to leverage his prior experience in hiring to work with business owners on the go-to strategies for employee retention and creating a competitive environment that will attract the best talent for his clients.

When he isn't busy building his practice, he enjoys spending quality time with his wife Kristen, daughter Josie and son Cooper.

Financial Representative of Guardian.

Graham Emison

Market Growth Leader

804-908-2260

[email protected]

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 confident 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 well-being of the Richmond area while growing professionally alongside a supportive and dynamic team.

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

Joe Rajendran

Wealth Managment Advisor

804-373-2937

[email protected]

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 be confident in 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, ensuring confident 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!

Areas of Focus

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

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Financial Representative of Guardian. CA Insurance License #4322747.

John E Jones Jr

Managing Director

757-554-9947

[email protected]

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 Ridley

Managing Associate, Registered Representative

804-221-1236

[email protected]

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.

Quinn Kamenick

Relationship Development Associate

(571) 314-3475

[email protected]

Quinn Kamenick is a financial professional with Financial Growth Partners, serving clients from his home base in Richmond, Virginia. A graduate of Hampden-Sydney College (Class of 2025), Quinn grew up in the DC area before relocating to Richmond after college, which has given him a deep appreciation for the people and communities across the region.

Quinn was drawn to FGP because its values mirror his own: putting people first, building real relationships, and creating strategies that support the life you actually want to live. He brings a calm, thoughtful approach to his work, helping clients gain clarity and confidence around their financial decisions.

Outside of the office, you’ll often find Quinn working with his hands, either in the workshop or in the garden. Whether he’s shaping a piece of wood or tending to a new plant, he brings the same mindset to his clients’ planning: intentional, steady, and built to last.

Ty Lowe MBA

Relationship Development Associate

540-359-9174

Ty Lowe brings a disciplined, performance-driven mindset to the work he does with clients. He earned a Master of Business Administration (MBA) and a B.S. in Biomedical Sciences from the University of Mary Washington, blending analytical thinking with a big-picture approach to decision-making. Originally from Spotsylvania, Virginia, Ty is passionate about helping people bring more clarity and intention to their financial lives.

Before entering the financial world, Ty spent five years on the University of Mary Washington baseball team, earning multiple conference, regional, and state honors and setting all-time records for hits and RBIs. That experience shaped how he approaches goals today: prepare well, stay consistent, and keep showing up when it matters. Outside of work, you’ll likely find him weightlifting or listening to true-crime podcasts, always curious and always refining his craft.

Virginia Beach, VA

Brandon Bennett

Financial Representative

757-377-3627

[email protected]

Born and raised in Hampton Roads, Brandon began his career as a Financial Representative in 2015. With a Master of Divinity in Biblical Studies, he brings a thoughtful and values-driven approach to financial advising. His diverse knowledge spans retirement planning, investment strategies, business-owner solutions, and generational wealth building and transfer.

Authenticity and transparency are at the core of his practice. Brandon believes lasting financial success starts with honest conversations and genuine relationships. Outside of work, Brandon enjoys fitness and nutrition, serving in his local church, and spending time with his wife and three daughters.

Cody Cuba

Relationship Development Associate

570-592-3728

[email protected]

Dakota Cuba is a Financial Representative with Financial Growth Partners (FGP), based in Virginia Beach, Virginia, serving clients locally and nationwide. Before entering financial services, Dakota proudly served on active duty with the U.S. Navy Seabees, where he built a service-first mindset shaped by discipline, leadership, and performing under pressure. Today, he brings that same steady approach to helping individuals and families feel more prepared, protected, and confident about the road ahead.

Dakota specializes in working with active-duty service members, veterans, and military families, as well as small business owners and individuals seeking long-term financial guidance. His focus includes financial education, risk management, income planning, and building durable strategies that support real-life goals. Grounded in faith and guided by integrity, he’s committed to relationships built on trust, accountability, and doing the right thing when it matters most.

Outside of work, Dakota enjoys spending time with family, staying active in his church community, and supporting fellow veterans. He’s also passionate about motorcycles, hunting, and fishing, and anything with wheels and an engine. He joined FGP for its high-character culture, team-driven support, and shared commitment to educating clients and serving with purpose.

Don Ritter, CLU®

Registered Representative

757-554-9793

[email protected]

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.

Erin Jackson-Toler

Financial Advisor

[email protected]

I am a Virginia Beach native who believes everyone deserves financial confidence 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.

Frank Tiaba

Market Growth Leader

757-567-0089

[email protected]

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.

Hunter Hickman

Relationship Development Associate

757-215-4676

[email protected]

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.

Jen FitzGerald

Relationship Development Associate

757-941-5393

[email protected]

Hi, I’m Jen FitzGerald, a Relationship Development Associate at Financial Growth Partners. I’m passionate about helping individuals and families gain a 360-degree view of their finances and discover strategies to grow their money for the future. My approach is rooted in comprehensive, personalized planning that empowers people to take control of their financial journey.

After stepping away from my previous career to raise our four children, I felt called to enter the financial services industry with a renewed purpose: to make a meaningful impact in the lives of others. I bring empathy, clarity, and a deep commitment to building lasting relationships with every client I meet.

Outside of work, I love spending time with my family, traveling—especially to Disney—and getting lost in a good book. These personal passions fuel my belief that financial planning isn’t just about numbers—it’s about creating a life filled with joy, security, and possibility.

Book A Meeting With Me!

Joe Rajendran

Wealth Managment Advisor

804-373-2937

[email protected]

Areas of Focus

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.

Jon Smith

Relationship Development Associate

757-821-5535

[email protected]

Jon Smith is a retired homicide detective with over two decades of experience investigating some of the most complex and emotionally challenging death cases. After spending years guiding families through the hardest moments of their lives, Jon brings a powerful and uncommon perspective to his role as a Relationship Development Associate at Financial Growth Partners.

Throughout his career in death investigations, Jon witnessed firsthand the profound impact that an unexpected loss can have, emotionally, financially, and generationally. Those experiences created a deep conviction in him: families deserve to be prepared, protected, and supported long before tragedy ever strikes. Today, Jon uses the lessons learned from a lifetime of service to help individuals and families understand the importance of life insurance and long-term financial confidence.

Having worked with people from every walk of life, Jon knows how to connect with others on a genuine human level. His ability to meet people where they are, during crisis, uncertainty, or major life transitions, now translates into thoughtful, meaningful conversations about planning for the future.

Jon has seen the worst of the worst. Now, he’s committed to helping families secure the best of the best: financial confidence, protection, and a plan that honors the people they love. His mission is simple, use his experience to help others protect what matters most.

Jordan Marley

Director of Talent Acquisition | Market Growth Associate

804-370-7531

[email protected]

With over seven years in the financial services industry, I help individuals and families take control of their financial futures through personalized, comprehensive strategies. My areas of experience include risk management, investment and retirement strategies, 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 strategies, life is about creating moments worth remembering.

Jordon Kampana

Financial Advisor

757-231-3485

[email protected]

Financial Representative of Guardian.

Joshua Cary

Relationship Development Associate

757-500-1455

[email protected]

Joshua Cary is a Relationship Development Associate at Financial Growth Partners and a lifelong Virginia Beach local. With a background in construction and the Army National Guard, he brings a grounded, service-first mindset to every conversation. Steady under pressure, clear in communication, and committed to follow-through. After experiencing firsthand how thoughtful planning changed his own life, he joined FGP to pay that impact forward.

Joshua focuses on serving those who serve: military members, law enforcement, and first responders. His approach is simple and human: understand the person, then build the plan. “My mission is to build meaningful relationships that go beyond numbers, helping people in every stage of life create a financial plan that supports their goals, values, and dreams.” That mission aligns with FGP’s culture of autonomy with alignment and cash-flow-by-design. Strategy that fits real lives.

Outside the office, you’ll find Joshua behind a camera, on a rock wall, or chasing waves. His next personal goal: a trip to Yellowstone for climbing and wildlife photography. Professionally, he’s deepening his expertise with the SIE within the next year. If you’re looking for a partner who respects your service and meets you with clarity and care, Joshua’s ready to help you move from intentions to action.

Ken Creasman

Market Growth Leader | Vice President

757-513-3565

[email protected]

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.

Book A Meeting With Ken

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

Matt Tuttle

Relationship Development Associate

757-290-8485

[email protected]

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 confidence 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 achieve confidence in their financial futures.

Financial Representative of Guardian.

Maureen Tiaba

New Business Case Manager

757-689-9023

[email protected]

Max Kahler

Relationship Development Associate

7578445487

[email protected]

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.

Phil Lassiter

Senior Market Growth Leader | Senior Vice President

757.300.0393

[email protected]

Registered Representative of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4028035

Ryan Douglass

Financial Representative

7573745541

[email protected]

Financial Representative of Guardian.

Charlottesville, VA

Aidan Watt

Relationship Development Associate

706-550-2254

[email protected]

After graduating from James Madison University in 2025, I joined Financial Growth Partners in July with a simple belief: financial strategies should help you live well now and still be proud of where you’re headed. I spent my early childhood in Wiesbaden, Germany, and that background shaped how I connect with people by staying grounded, open-minded, and focused on what truly matters.

Today, I work primarily with young families and small consulting and private business owners. My goal is to help you build a plan that supports the life you want in the short term while creating real stability and momentum for the long term, so you do not have to choose between enjoying today and being set up for tomorrow.

I have been passionate about finance for as long as I can remember. Even in elementary school, while other kids dreamed of being firefighters or superheroes, I wanted to be an entrepreneur and build something meaningful. That same drive still fuels me, but what fulfills me most now is helping others. I am known for being relentlessly driven, highly relatable, and a natural mentor, and I take pride in making complex financial decisions feel clear, practical, and achievable.

Outside of work, I volunteer as a local soccer coach and genuinely love the kids I coach. I also enjoy weightlifting and stay active through a local running club.

Book a Meeting With Me Today

Jonathan Renshaw

Director of Operations

434-989-9921

[email protected]

Kani Mahmood

Relationship Development Associate

540-435-1493

[email protected]

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.

Book An Appointment Today

Financial Representative of Guardian.

Otis Griffin III

Relationship Development Associate

(785) 473-3433

[email protected]

🎖️ Meet Otis Griffin III, Relationship Development Associate

A Foundation of Trust and Service

Otis recently joined FGP as a Relationship Development Associate, bringing a unique blend of strategic leadership and analytical specialist cultivated over a distinguished 25-year career as an Intelligence Officer in the U.S. Army. Retiring in the fall of 2024, Otis transitioned into the financial industry in the summer of 2025, embracing a new mission: to foster an environment of compassion and trust through financial education and relationships.

Specialized Focus and Core Values

Driven by a genuine commitment to client welfare, Otis focuses on educating and assisting Black and brown families, as well as medical professionals across all disciplines.

"Wealth is the most complete measure of a family’s future economic well-being, yet it is profoundly unequally distributed by race in this country. This systemic inequality leaves many Black and brown households with fewer opportunities for economic mobility. My practice is dedicated to directly addressing this reality by providing education and strategic guidance that empowers these clients to build financial net worth, achieve greater confidence, and create lasting generational sustainability."

This practice is built upon core tenets learned through a life of service: discretion, honesty, respect, loyalty, and integrity. Otis is passionate about creating lasting, positive change within his clientele, ensuring every client knows that he genuinely cares about their welfare and wants to see them thrive.

Proficiency & Education

The skills honed in military leadership—risk management and mitigation, financial and data analysis, decision support, process optimization, and strategic planning—directly translate to empowering clients in their financial journey.

Otis's academic credentials include a Graduate Degree in Public Safety from Capella University (2014) and a Bachelor’s Degree in Homeland Security from the University of Maryland (2012). Since making the career pivot, his personal goal is to continuously expand his knowledge base, gain greater confidence, and become a trusted member of the firm. He was drawn to FGP because its values and vision for the future aligned perfectly with his renewed professional purpose.

Beyond the Office

Otis hails from Waldorf, MD, and believes in discipline and continuous improvement, both professionally and personally. When he isn’t helping families plan their futures, he enjoys spending time with his beautiful wife and children. He also enjoys indulging his passions for cinema and music, and maintains a rigorous commitment to bodybuilding and strength training.

Tyler Matechak

Relationship Development Associate

570-815-2563

[email protected]

As a Relationship Development Associate at Financial Growth Partners, I empower individuals and businesses to craft personalized financial strategies that blend immediate joys with long-term stability, think "live for now, save for later." With an Associate's Degree in Electronics Systems Technology from the Community College of the Air Force, my career has been a dynamic blend of high-stakes service and self-driven innovation.

I spent four years in the U.S. Air Force maintaining ICBM nuclear missile silos, where I held a top-secret security clearance for handling critical code components, honing my precision under pressure. This was followed by three years as a federal contractor, leading large-scale construction projects for satellite communications antennas across global Department of Defense installations. Grounded by a decade as a truck driver (including time as an owner-operator), I learned the grit of real-world logistics. Over the past five years, I've channeled that resilience into do-it-yourself active investing.

Originally from Scranton, PA, I now call Crozet, VA, home, where the Blue Ridge Mountains inspire my daily grind. Personally, I'm chasing a bucket list of global endurance running events to test my limits; professionally, I aim to step into leadership while becoming a go-to trusted financial representative for clients who crave experiences over excess.

My niche? Folks who prioritize travel and life's thrills, veterans, entrepreneurs, and adventure-seekers, helping them hack rewards, optimize insurance, and invest smartly without sacrificing today's hike or tomorrow's horizon. My mission: Deliver straightforward, veteran-honed strategies rooted in integrity, empathy, and results, so you can achieve your goals with confidence.

When I'm not strategizing portfolios, you'll find me pounding mountain trails, deadlifting at the gym, shredding snowboards, scaling rocks, or biking rugged paths. Oh, and catching a mic for stand-up comedy because finance doesn't have to be all suits and spreadsheets. Let's chat about turning your next trip into a smarter move.

Will Reifsteck

Market Growth Leader

336-682-0586

[email protected]

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

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