News & Media

Bruce Vaughn, Dan Lash, Rose Price, Chris Mellone and Sarah Avila were recently named Top Financial Professionals in Northern Virginia Magazine's September 2023 issue.  Read their profiles at the links below.

• Bruce Vaughn CFP®, AIF®
• Dan Lash CFP, ®, AIF®
• Rose Price CFP®, AIF®
• Chris Mellone CFA, CFP®, AIF®
• Sarah Avila CFP®, CDFA®

Disclosures: Northern Virginia Magazine: Bruce, Dan, Rose, Chris and Sarah each won this award in 2023. Methodology: To compile the Top Financial Professionals listing, the magazine sent surveys to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Rose Price CFP®,  AIF®  was recently featured in DC Magazine's September 2023 issue as a 2023 Dynamic Woman.  This feature highlights Washingtonians who continue to turn heads professionally and stylistically. 

Rose Price CFP®, AIF®, Sarah Avila CFP®, CDFA®, Elizabeth Williams and Cindy Alexander were featured in Washingtonian's May 2023 issue highlighting outstanding women in business.  

Disclosures: The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Bruce and Dan were recently included on Washingtonian’s list of hall of fame wealth advisers for our region. In addition to this list, this magazine features our firm’s profile annually as a top financial planning firm in many issues. Read their profiles at the links below. 

• Bruce Vaughn
• Dan Lash
• Rose Price
• Chris Mellone
• Sarah Avila

Disclosures: Washingtonian: Bruce, Dan, and Rose Won This Award In 2022. The Washingtonian Top Financial Adviser is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor. Financial professionals do not pay a fee to be included.  Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. There is no fee to be included. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. 

Rose was recently awarded the Norma Severns Award for leadership by the Financial Planning Association-National Capital Area Chapter. The FPA NCA chapter is one of the largest in the country. Rose is the former president and her leadership post pandemic for transitioning the chapter back to normality with in-person events was highlighted.

Disclosure: Norma Severns Award for Leadership - awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Dan recently received the 2022 Alumni Service award from his alma mater, George Mason University. This award was driven by him leading the founding of a CFP board certified financial planning program at the school. In less than 5 years, this program has grown to over 50 students and is thriving.

Disclosure: George Mason University Alumni Association - Alumni Service award is based on service to the university and community, involvement in the life of George Mason University, professional, civic, educational, and/or honorary groups and special honors and recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

• Helping Clients Avoid the Cost of Financial Ignorance
• Advisors Pile Into Treasuries, Leaving Muni Bonds Behind
• Advisors Fear Slow Growth, See Value in High-Quality Bonds
• Advisors Not Buying Into Fund Manager's Bearish Call
• Helping Clients Overcome Their Lack of Longevity Literacy

Dan was awarded the Planner of the Year award by the Financial Planning Association-National Capital Area Chapter.

See Details & Criteria | Financial Planning Associate Planner of the Year Award

Disclosure: 2022 Planner of the Year - awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Bruce was awarded the Lifetime achievement award by the Financial Planning Association-National Capital Area Chapter. 

See Details & Criteria | Financial Planning Association Lifetime Achievement Award

Disclosure: 2022 Lifetime Achievement- awarded by the Financial Planning Association the recipient is required to be a current member and the award is based on extraordinary efforts on behalf or for the benefit of the local or national FPA or predecessor Organizations, service performed within last 5 years, board work committee work, chapter administration, contribution to monthly meetings contribution to national retreats, and advancing the FPA's mission statement locally or nationally Financial Planning Practice Recognition. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.