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Contact: 301.961.8407

Meet Your Team

We’re not your typical investment advisory firm. 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®

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, CFA®

Christopher R. Vanderkolk, CFA®

Investment Analyst
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

Client Services Associate