(703) 356-4360 email@example.com
With more than 25 years in the financial industry, Dan specializes in wealth accumulation, distribution, retirement, and tax planning. Dan works with individuals and families to help them create and pursue their financial goals. He advises clients who have significant assets to invest and appreciate a high level of client service – something he delivers with his unique ability to talk honestly and directly while focusing on the bigger financial pictures. He also works with small businesses to help them navigate their employer-sponsored retirement plans and understand their succession options and insurance needs.
Dan joined VLP more than two decades ago, learning the business from founder, Bruce Vaughn. Dan has embraced the idea of giving back to the industry with his involvement in the Financial Planning Association National Capital Area, as a former board member and past president. His leadership tenure with the FPANCA spans from 2009 to present. He is also extremely dedicated to his alma mater, George Mason University, as is evident by his work on the GMU FPWM Program Advisory board the past several years, helping to build the CFP certificate program. He also sits on the GMU CHSS Alumni Association as President, and was a speaker at their 2022 commencement ceremony.
In 2022, Daniel celebrates 25 years of marriage to Lorelei, with whom he shares two kids, a dog, two cats and a love of all Washington, DC, sports teams! Living greater for him means spending time with friends and family, volunteering at his Alma Mater George Mason University and developing and growing the Financial Planning and Wealth Management degree program at GMU. He also loves eating out and traveling.
Certified Financial Planner (CFP®)Accredited Investment Fiduciary (AIF®)Licensed for Life, Disability, and Health Insurance
(703) 356-4360 x705 | firstname.lastname@example.org
Keri is an 18-year veteran of the client services industry. Keri focuses on managing client account transfers and transactions, and ensuring all client needs are handled expeditiously and accurately. As office manager, she keeps VLP running smoothly and is often one of the first smiling faces clients see when they walk through the door.
She is a former flight attendant and spent six years in the financial sector as a licensed service associate at AXA Equitable in Syracuse, New York. She holds a Bachelor’s degree from The College at Brockport, State University of New York.
Keri has an aging American Eskimo pup and, having been born and raised in Syracuse, NY, is an avid Syracuse football and basketball fan. She and her mom even made an appearance on the Madison Square Garden JumboTron during an SU hoops game! She is living greater when she’s working out, trying new wines and spending time with friends and family.
Neither Cetera Advisor Networks LLC nor any of its affiliates may give legal advice. For a comprehensive review of your personal situation, always consult your legal advisor. Notary services are not endorsed or warrantied by the firm.
(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.