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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*

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 Communications
CHRISTOPHER R. VANDERKOLK

Christopher R. Vanderkolk, CFA

Director of Investments
Jensen A. Lorea

Jensen A. Lorea, CFP®

Client Relationship Manager
Jade Wilson

Jade M. Wilson, FPQP®

Senior Client Service Associate
Daniel Kuper

Daniel J. Kuper

Paraplanner
Erik D. Bowen-Collinson

Erik D. Bowen-Collinson

Office & Operations Manager

 

 

 

*Inactive