Financial Specialists-by-location

Financial Specialists

Learn more about the Financial Specialists in your area by clicking on their name. You will be directed to their profile.

You may work with a professional in any region. But, if you're interested in working with a professional in your area, our professionals are broken out by geographic location.

Northern Virginia | Richmond | Shenandoah Valley

Northern Virginia

Stephanie Anderson — Stephanie Anderson, CFA, CFP®, CDFA®

Jamie Blum — Jamie Blum, CPA, CDFA®

Michael Casey — Michael Casey, CFP®

Jordan Egert — Jordan Egert, CPA, CFE, CDFA®

Kirstine Fors — Kirstine Fors, CPA

Abbie Niehoff — Abbie Niehoff Frishman, MPS, CFP®, CDFA®

Carl Mitlehner, CFP®, MSFS, CDFA™

Jane Ochsman Rowny, CPA, CFP®, CDFA®

Steven Schleupner — Steven Schleupner, CFP®, CDFA®

Mary Szpanka, CPA

Sallie Mullins Thompson, CPA — Sallie Mullins Thompson, CPA, CDFA®

Richmond

For more information about Collaborative Practice in the Richmond area, please see our Member group: The Collaborative Professionals of Richmond

Julie Bonvillain — Julie Bonvillain, CFP, CDFA®

Weslie Green-Mineart, CFP®, CDFA®

Paul H. Legrand, CFP®, CDFA®, MBA

Christina Todd, CFP®, CDFA®

Shenandoah Valley

Robyn Hill, CFP®, CDFA®