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Contact: 301.951.2642

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*

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

Jason W. Dahl, CFP®, CLTC, CIMA®

Partner & Director of Financial Planning Services
Olivia Nakkash Demissie

Olivia Nakkash Demissie, IACCP®

Director of Operations
Natalie C. Atabek

Natalie C. Atabek

Director of Client Integration
CHRISTOPHER R. VANDERKOLK

Christopher R. Vanderkolk, CFA

Director of Investments
Jensen A. Lorea, CFP

Jensen A. Lorea, CFP®

Wealth Management Advisor
Jade Wilson

Jade M. Wilson, FPQP®

Senior Client Service Associate
Aidan M. Fleming

Aidan M. Fleming

Client Service Associate
Erik D. Bowen-Collinson

Erik D. Bowen-Collinson

Office & Operations Manager

 

 

 

*Inactive