Firm News

6/30/2018 – Clem Dinsmore Retires
5/21/2018 – Ryan Kellinger Passes Commonwealth of Virginia’s Insurance Exam
3/26/2018 – Ryan Kellinger Passes CFP® Exam
12/16/2017 – Annual Toys For Tots Collection Drive
11/4/2017 – Client Appreciation Event held at Otium Cellars in Purcellville, Virginia
10/1/2017 – Ryan Kellinger promoted to Financial Planning Services Assistant
9/30/2017 – Steven E. Richardson Earns FIVE STAR Wealth Manager Award
9/6/2017 – Kyle Morrissey and Sebastian Vera join our team as Advisor Assistants
8/8/2017 – Annual Referrer’s Event at the Filene Center at Wolf Trap