Broker Check

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.

Avi Gold

Relationship Development Associate

8453932440

[email protected]

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

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

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

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

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

Book A Meeting With Me Today!

Brian Wobensmith

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®

Managing Director

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 security of my clients and discover strategies to realize their financial goals.

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

Book a meeting with me.

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

Chris Milligan, ChFC® CLU®

Managing Associate

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. 

Chuck Usborne

Registered Representative

703-967-1812

[email protected]

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

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

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

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

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

Devon Cury, 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 secure 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.

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 freedom through life-centered financial planning.  By doing this, she can help her clients reach their goals and live a life filled with joy and meaning.

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

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

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

Education & Experience

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

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

Family & Passions

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

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

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


Financial Balance                                  Business Owners                         

        

 

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

Joey Holinka

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

Managing Director

617-418-9995

[email protected]

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

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

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

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

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

Book a meeting with me.

Financial Representative of Guardian.


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:

  1. Create the maximum amount of wealth and benefits possible.
  2. Give you the right to SPEND and ENJOY the maximum without the fear of running out.
  3. Allow you to pass on your wealth to whomever you choose.
  4. Ensure the plan works no matter what.
  5. 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]

Book A Meeting With Me

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.

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.

Mason Coyle

Wealth Management Advisor

[email protected]

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

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

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

Book an Appointment

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

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!
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.