Egan, Berger & Weiner, LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Vienna, VA.

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Our Team

To learn more about each of our team members,
click on their name to view their bio.

Sheldon L. Weiner, LUTCF Financial Adviser/ Partner	Michael P. Egan CFP® Financial Planner / Partner	Bryan D. Beatty, CFP® Financial Planner / Partner
David F. Beck Insurance / Partner	Carmen S. Martinez Financial Adviser	Howard Pressman CFP® Financial Planner
S. Hope Leonard, CFP® Associate Planner	Idelis Favole Office Manager	Christy Heere-Beyer Associate Planner
	Robin Choe Associate Planner

	Sheldon L. Weiner, LUTCF Financial Adviser / Partner sweiner@ebwllc.com Founding partner of Egan, Berger & Weiner, LLC Over 29 years of experience in the financial industry Attended the University of Maryland and the Hartford Insurance Company School of Advanced Underwriting Earned the LUTCF (Life Underwriters Training Council Fellowship) Served as President of Creative Financial Programs, Inc Over 10 years of experience as a teacher and lecturer for various educational institutions in the area Active member of the Financial Planning Association (FPA) Sheldon resides in Olney, Maryland with his wife Sharon and their Doberman Pincher, Simmy Simpkins. He has two grown children and three grandchildren. Sheldon is active in his community; he has served on several board of directors and has worked with a number of fundraising groups. He has also been an active member of the Masons, Eastern Star and The Order of Demolay, where he achieved the rank of Chevalier. back to top
	Michael P. Egan, CFP® Financial Planner / Partner megan@ebwllc.com Founding partner of Egan, Berger & Weiner, LLC 21 years of experience in the financial services industry—as a mutual fund analyst, accountant and financial planner Graduate of George Washington University with degree in Finance. Hosted a weekly radio show on financial planning in the Washington market. Presenter on retirement planning for Fairfax County Public School’s Adult and Community Education Active member of the Financial Planning Association (FPA) The son of Irish immigrants, Michael has been married to his wife Terri for 20 years and they have two daughters, Amanda and Shannen. Originally a native of Connecticut, Michael moved to Northern Virginia in 1990. He is an avid New England sports fan and roots passionately for the Red Sox, Patriots, Celtics and UCONN Huskies. back to top
	Bryan D. Beatty, CFP® Financial Planner / Partner bbeatty@ebwllc.com Partner of Egan, Berger & Weiner LLC 20 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society Certified Financial Planner® (CFP®) Practitioner Active member of the Financial Planning Association’s Career Development and College Outreach Committees. An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and awards it to individuals who successfully complete initial and ongoing certification requirements. back to top
	David F. Beck Insurance / Partner dbeck@ebwllc.com Partner of Egan, Berger & Weiner, LLC Over 26 years in the financial services industry, with a primary focus on insurance planning Over 15 years of experience working for two of the largest insurers in the U.S. Six years as the principal in a private insurance agency Graduate of George Mason University with a BS in Business Marketing and a minor in Economics David now resides in Woodbridge with his wife, Linda, of 24 years and their three children; Brian, Nicole and Michael. David, a former high school athlete, plays softball and ice hockey in local leagues. David grew up in Springfield, Virginia and is a staunch supporter of the Redskins, Capitals and Wizards. back to top
	Carmen S. Martinez Financial Adviser cmartinez@ebwllc.com Partnered with Egan, Berger & Weiner, LLC in August, 2007 24 years of experience in the financial industry, serving as financial adviser, branch manager, regional manager, chief operations officer and vice president of a regional banking institution Graduate from the University of Southern California with a Bachelor of Arts degree in Political Science/International Relations Active member of the Rotary Club of McLean, a community service organization; has served on the board of directors for five years Active member of the Financial Planning Association and the Financial Services Institute Currently enrolled in the College for Financial Planning Raised in California, Carmen moved to the east coast in 1987 and now resides in Alexandria, Virginia. The oldest of nine children, she enjoys spending time with her 19 nephews and nieces. In her spare time she pursues one of her lifelong passions for art by drawing and painting portraits, landscapes and still life. back to top
	Howard Pressman, CFP® Financial Planner hpressman@ebwllc.com Howard holds a Certificate in Financial Planning from Georgetown University. As a Certified Financial Planner® practitioner, with 12 years of experience, he helps individuals, families, those in retirement and those nearing retirement make sense of the seemingly complex world of personal finance. Howard has written numerous articles on financial planning for a local newspaper and for the CFP® Board’s newsletter. He volunteers with several local not-for-profit organizations, lecturing and teaching financial planning basics to families who may not otherwise have access to a financial planner. He is a member of the Financial Planning Association and the Investment Management Consultants Association. Howard is a lifelong Washingtonian and lives on Capitol Hill with his wife Erica and their daughter Tali. back to top
	Hope Leonard, CFP® Associate Planner hleonard@ebwllc.com Associate planner at Egan, Berger & Weiner LLC since September 2005 Graduate of Appalachian State University’s Walker College of Business; graduating with honors at the top of her class, with a concentration in financial planning Hope and her husband, Billy, moved to the DC area from beautiful Boone, North Carolina in 2005. Due to a move for her husband’s job in early 2011, they now reside in Palo Alto, California. Hope continues in her role as associate planner for Michael Egan by working remotely. Thanks to technology it has been a smooth transition and she still interacts daily with her fellow co-workers and clients. Her and her husband love the outdoors and exploring Northern California on the weekends. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and awards it to individuals who successfully complete initial and ongoing certification requirements. back to top
	Idelis Favole Office Manager ifavole@ebwllc.com Office Manager at Egan, Berger & Weiner, LLC since October 2006 Over 24 years of administrative experience in varied backgrounds Idelis is formerly from New York (Go Yankees!) and relocated to the Northern Virginia area in 1992. She has two grown children—Michael and Christina. Idelis resides in Sterling, Virginia. She is also a notary and fluent in Spanish since she is a Cuban native. Idelis enjoys cooking, going to the beach and anything with a tropical flair. back to top
	Christy Heere-Beyer Associate Planner cheere-beyer@ebwllc.com Christy Heere-Beyer is a graduate from the University of Maryland Robert H. Smith school of business, with a Bachelor of Science in Finance. She has been an Associate Planner for over 2 years and is currently taking classes with the College of Financial Planning to attain her Certified Financial Planner (CFP®) designation. Christy’s hobbies include singing, waterskiing, and snow skiing. She enjoys spending time with her family and friends in her spare time. Christy is originally from the Baltimore, MD area and now resides Gaithersburg, MD. Christy is thrilled to be a member of the Egan, Berger & Weiner family. back to top
	Robin Choe Associate Planner rchoe@ebwllc.com Robin Choe recently graduated from the University of Maryland with a Bachelor of Arts in Economics. She is orginally from Columbia, MD. Robin enjoys traveling, dining at new restaurants, and spending time with family and friends. She is enthusiatic about launching her career with the Egan, Berger & Weiner family and plans to pursue the Certified Financial Planner (CFP®) designation in the near future. back to top

Important Disclosures \| Privacy Promise \| Online Privacy Policy \| Order-Routing-Disclosure	back to top
Securities and investment advisory services offered through ING Financial Partners, member, SIPC. Egan Berger & Weiner is not a subsidiary of nor controlled by ING Financial Partners.