(703) 356-4360 email@example.com
Frequently quoted in CNBC, Barron's, and Investment News Magazine, Chris is passionate about global markets. He works with individuals and families to create strategic investment strategies that reflect their investment goals. He also works with his corporate clients to design and manage their company retirement plans as well as develop and deliver employee financial education.
Chris leads VLP’s Investment Committee which meets quarterly to review our asset allocation and analyze our performance. His team works to identify any changes that need to be made in holdings or target asset allocations.
Chris is active in the Financial Planning Association (FPA) National Capital Area organization, currently serving as a board member, a role he has held for several years spanning multiple committees. He has a Bachelor of Science in Finance from Virginia Tech.
Chris and his wife Stephanie have one son, Vincent, and live in Fairfax. Living greater for him means enjoying quality time with family and friends.
Chartered Financial Analyst (CFA)Certified Financial Planner (CFP®)Accredited Investment Fiduciary (AIF®)
Advisory Relationship Minimum: $1 Million
(703) 356-4360 x730 | firstname.lastname@example.org
Sherri has been helping solve problems and care for clients with VLP for 20 years, and takes special care to get to know the interests of their clients so that she can provide personalized support for their ongoing financial needs. She is passionate about helping people and enjoys using her executive skills to problem solve client needs in person or over the phone.
Prior to her current position, Sherri was a freelance medical director and editor for a company based out of Alexandria. Her role was to setup and direct live interactive medical conferences all over the United States.
Sherri and her husband, Karl, have three children and live in Alexandria. Living greater to her means gardening, decorating her home – she particularly loves exploring local vintage furniture stores! – and spending time at the beach.
(703) 356-4360 x717 | email@example.com
Melissa has been with VLP Financial Advisors for over ten years. She started as an intern and has worked her way up to being a partner at the firm. She is the in-house specialist on our portfolio management and enhanced reporting software, Tamarac. She works closely with our advisors to make sure they have the most current and thorough information they need to work with clients.
Melissa is passionate about the art and science of portfolio management. She gets a kick out of matching investments to client objectives while balancing risk against performance. Her main duty is to oversee asset allocation for clients by monitoring portfolios, placing trades, and rebalancing accounts. She is also an integral part of VLP’s Investment Committee which meets quarterly to review our asset allocation, analyze our performance, and works to identify any changes that need to be made in holdings or target asset allocations.
Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.
In addition to your personal advisory team, VLP also has an internal team responsible for monitoring trends and guiding overall investment strategies. This group of experienced investment professionals meets quarterly—or more frequently, as markets dictate—to review asset performance, consider market conditions, and set forward-looking investment policy.