Education:

• B.A. political science, University of Washington

Designations:

• Certified Financial Planner™ (CFP®)
• Chartered Financial Consultant (ChFC)
• Senior Portfolio Manager-PMP Program

Licenses:

• Series 3, 7, 63, 65
• Life and health insurance

Experience:

• Over 25 years of industry experience

Roles and Responsibilities:

As a Wealth Advisor, Patrick delivers purposeful expertise to clients through insightful planning and customized investment management.

Patrick focuses mainly on managing and implementing client portfolios and financial plans. He uses managed platforms to balance individual equities and bonds that generate cash flow and create tax-efficient portfolios.

Personal and Community:

• Pat resides in Alexandria, VA with his wife Kerry and their twin daughters

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NH, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

Education:

• B.A., French, Bates College
• MBA, Boston College

Designations:

• Certified Financial Planner™ (CFP®)

Licenses:

• Series 7, 66
• Life and health insurance

Experience:

• Over 15 years of industry experience

Roles and Responsibilities:

As a Wealth Advisor, Kristina delivers productive logistics to clients to help them stay on track and navigate the complexity of financial planning and investment implementation.

Kristina supports financial planning and portfolio management. She works to help clients define and prioritize their financial objectives and integrate investment products to create a specific and well-rounded financial plan.

Personal and Community:

• Kristina resides in Washington, D.C. with her husband Matthew and their sons William and Griffin.
• Annual participant Bates National Day of Service
• Volunteer, American Diabetes Association
• SIFMA Volunteer: Mentor to elementary and middle school students participating in the “Stock Market Game”

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV

Education:

• B.A., political science, College of Charleston

Designations:

• Certified Financial Planner™ (CFP®)

Licenses:

• Series 7, 66
• Life and health insurance

Experience:

• Over 5 years of industry experience

Roles and Responsibilities:

Focusing on customer service and operations, Marguerite delivers energizing connections to our clients by fulfilling clients’ needs to get things done accurately and timely, allowing them to move forward in their day.

Marguerite manages operations, administration, client on-boarding, banking and transactional brokerage-type products, and all aspects of service. She is the main point of contact for all clients.

Personal and Community:

• Originally from Annapolis, MD, Marguerite now resides in Washington, DC with her husband Leland and her dog Eleanor.
• Prior experience in the nonprofit sector

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, SC, TX, VA, WA

Education:

• B.A. English and Philosophy, College of William & Mary

Licenses:

• Series 7, 66

Experience:

• Prior to joining the team in the summer of 2020, Yasmine interned with K Street Wealth Management in the summer of 2018 and 2019

Roles and Responsibilities:

Yasmine is instrumental in driving operational efficiencies for the team and is deciated to providing a seamless and exceptional client service experience.

Personal and Community:

• Yasmine currently resides in Oakton, VA.
• Enjoys studying film, canoeing in local lakes, and perfecting her forehand on the tennis court.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NY, OH, PA, SC, VA, WA