Cindy Alexander + Team

CINDY ALEXANDER + TEAM

Cindy Alexander, CFP®<br/>Financial Advisor, OSJ Manager<br/>

Cindy Alexander, CFP®
Financial Advisor, OSJ Manager

(703) 356-4360 x720
calexander@vlpfa.com

Schedule A Meeting With Cindy

Cindy has worked with VLP clients for more than six years as a client service manager. She makes recommendations, reviews trades, signs off on new accounts and assists with the supervision of VLP’s branches.

Cindy began her financial services career working for Alliance Bernstein Mutual Funds at their home office in Secaucus, NJ, and at UBS in Jersey City, NJ. She then moved to the west coast and worked at the home office for Cetera Wealth Services, VLP’s broker-dealer. She has a BA degree from Rutgers University.

Cindy lives in Reston with her two kids, Sienna, a high school volleyball player, and Luca, the family’s soccer player. They live greater by hiking with their dog, Abby, taking annual beach vacations and learning new outdoor skills.

Certifications Held:

CFP®, Series 7, 66, and 24 registrations

Sean Beznicki, CFA, MBA

Director of Investments

703-356-4360 x734 | sbeznicki@vlpfa.com

Sean Beznicki brings a high level of market knowledge and in-depth insight to the firm. He contributes his deep understanding of the capital markets and experience with portfolio positioning, outlook, and implementation toward the investment goals of high-net-worth families, individuals, and small institutions.

Prior to joining VLP, Sean held positions with Glassman Wealth Services and Artemis Financial Advisors, where he worked to create and maintain holistic financial models for clients, as well as with Andersen Tax in McLean, where he served as a trusted advisor to institutional and high-net-worth clients.

Sean holds an M.B.A. concentrated in Finance from the University of Connecticut, and a B.A. in Biological Sciences from the State University of New York at Binghamton.

Sean and his wife Claire live with their corgi puppy in the Washington, D.C. area where they enjoy the numerous beer gardens, music venues, and strolls through the National Arboretum or Rock Creek Park.

Designations Held:

Chartered Financial Analyst (CFA)

Registered Administrative Assistant through Cetera Wealth Services, LLC.

Sherri Rosenberg

Director of Client Services

(703) 356-4360 x730 | srosenberg@vlpfa.com

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.