Broker Check

Meet The Team

Michael Egan

Michael P. Egan, CFP®

Financial Planner / Partner

(703) 506-0030

(703) 506-0576

Bryan Beatty

Bryan D. Beatty, CFP®, AIF®

Financial Planner / Partner

(703) 506-0030

(703) 506-0576

Howard Pressman

Howard Pressman, CFP®

Financial Planner / Partner

(703) 506-0030

(703) 506-0576

David Beck

David F. Beck

Insurance / Partner

(703) 506-0030

(703) 506-0576

Logan Reed

Logan Reed, CFP®

Financial Planner

(703) 506-0030

(703) 506-0576

Tim Haynal

Tim Haynal

Client Services Associate

(703) 506-0030

(703) 506-0576

Cole  Trullender

Cole Trullender

Client Services Associate

(703) 506-0030

(703) 506-0576

Recently Retired

Founder

Bob  Berger

Bob Berger

Founding Partner

Sheldon Weiner

Sheldon L. Weiner

Founding Partner

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.