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Our Team

Mark Avallone, MBA, CRPS®, CFP®


Mark has been helping executives, professionals, entrepreneurs and families work towards achieving financial success for over twenty five years. Mark began his career in corporate banking and real estate finance. On this foundation he...

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John D. Orem, CFP®

Previous Experience Includes: Vice President, SunTrust Private Client Services Comprehensive Wealth Management, focus on legal practices and not-for-profit organizations Senior Trust...

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Courtney Taylor

Client Services

Courtney Taylor is the newest member of our Client Services team. She brings her talents to us from Tampa, Florida where she worked in the financial industry and pursued her degree in...

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Daniel Hanford

Client Service Manager



Daniel grew up in the Bethesda area and is a graduate of The University of Maryland, College Park. He has a strong marketing and communications background and served as an advertising account executive for a Washington D.C. area local...

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