Our Team
Mark Avallone, MBA, CRPS®, CFP®, AIF®
President
"We strive to put your best interest first in everything we do, and we place the highest value on acting in an ethical manner at all times."
John D. Orem, CFP®
Managing Director
301.279.2220
"You put years of hard work and a lifetime of hope into your investment goals. That's why we put all our years of experience, knowledge, and hard-earned insight into helping you achieve those goals."
Melissa Allen
Manager, Client Service
Melissa Allen is responsible for client relationship management as well as business development. She is also working toward obtaining a CERTIFIED FINANCIAL PLANNER® certification and has over 10 years of experience in the financial...
Read more
Clinelle Jean
Director of Operations
Clinelle has been a veteran of the financial services industry for more than two decades which includes experience in banking and financial services. Clinelle formerly held management positions with FBR National Bank and Grove Point...
Read more