Our Team | Financial Planning & Retirement | AFS Financial Group
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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®, JD and CFA® and are united by a commitment to exceptional client service.

ALP A. ATABEK, AIF®

Managing Partner

Richard L. Schwartzbard, JD, AIF®

Managing Partner

Jason W. Dahl, CFP®, CLTC, CIMA®

Director of Financial Planning Services

Olivia M. Nakkash

Director of Operations

Teresa A. Raad

Administrative Receptionist

Dennis E. Elias, CFP®, CLU®

Senior Financial Planning Associate

Andrew Nguyen

Financial Planning Associate

Christopher R. Vanderkolk, CFA®

Investment Analyst

Natalie C. Atabek

Director of Communications

Jensen A. Lorea

Client Service Associate
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Contact Us

7700 Old Georgetown Rd Ste. 630
Bethesda, MD 20814

Main: (301) 951-2642
Directions

This communication strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.