Matt Vahue, CLU®, CLF®

Chief Executive Officer

571-375-8029

[email protected]

William R. Crossan III

President & Chief Visionary Officer

667-318-0802

[email protected]

Genevieve Paeglow

Executive Vice President

518-791-8029

[email protected]

Phil Lassiter

Senior Vice President

757.300.0393

[email protected]

David Watson CFP®, ChFC®

Senior Vice President

240-235-1319

[email protected]

Ken Creasman

Vice President

757-513-3565

[email protected]

Will Reifsteck

Vice President

336-682-0586

[email protected]

Emma Royce

Head of Talent Acquisition

757.895.7207

[email protected]

Marvin D. Banaag

Managing Director

302-450-6834

[email protected]

John E Jones Jr

Managing Director

757-554-9947

[email protected]

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

Managing Director

202-413-2380

[email protected]

Kelly Pauline, EMBA

Managing Director

617-418-9995

[email protected]

Graham Emison

Managing Director

804-908-2260

[email protected]

Matt Gunter

Managing Associate

717-393-4465

[email protected]

Mick Melocheck

Managing Associate

570-294-2675

[email protected]

Chris Milligan, ChFC® CLU®

Managing Associate

571-375-8041

[email protected]

Lisa Gilland CPA

Chief Financial Officer and Director of Business Development

703-999-2751

[email protected]

Kelly Cook

New Business Case Manager

410-832-4121

410-832-4292

[email protected]

Madison Cappas

Director of Onboarding & Operations

571-520-8826

[email protected]

Jacob Aulisa

Marketing Coordinator - Reston, VA

[email protected]