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Contact: 301.961.8407

Meet Your Team

We are a diverse group of experienced investment and wealth management professionals with complementary skills and expertise. Our team members hold advanced designations and degrees that include CPA*, CFP®, and CFA® and are united by a commitment to exceptional client service.

ALP A. ATABEK, AIF

ALP A. ATABEK, AIF®, CPA*

Managing Partner
Jason W. Dahl, CFP®, CLTC, CIMA®

Jason W. Dahl, CFP®, CLTC, CIMA®

Partner and Director of Financial Planning Services
Olivia Nakkash Demissie

Olivia Nakkash Demissie

Director of Operations
Natalie C. Atabek

Natalie C. Atabek

Director of Communications
CHRISTOPHER R. VANDERKOLK

Christopher R. Vanderkolk, CFA

Director of Investments
Jensen A. Lorea

Jensen A. Lorea, CFP®

Client Relationship Manager
Erik D. Bowen-Collinson

Erik D. Bowen-Collinson

Office & Operations Manager
Teresa A. Raad

Teresa A. Raad

Administrative Receptionist
Daniel Kuper- AFS High Resolution

Daniel J. Kuper, APMA®

Paraplanner
Jade Wilson

Jade M. Wilson

Senior Client Services Associate

 

 

 

*Inactive