(703) 356-4360 email@example.com
After nine years in the field, Sarah is focused on helping clients who come to VLP during crucial periods of financial need. She works with individuals and couples providing goal-based financial plans and strategic investment strategies that help prepare clients to meet their short-term and long-term goals advising in the areas of retirement, Social Security, insurance, investing, tax considerations, and estate planning.
Additionally, Sarah is trained as a neutral for the collaborative divorce process and specializes in helping individuals plan around the financial challenges that come with divorce. She has a master’s degree in curriculum and instruction from George Mason University and a Bachelor of Science in Mathematics from Penn State.
Sarah and her husband just welcomed their newborn daughter, Charlotte, into the family and together with their toy poodle Pisco, they enjoy being part of the downtown Vienna community. Sarah values family and friends, and is currently living greater by working with a Spanish tutor to better communicate with her husband's family, who is from Peru and Honduras.
Certified Financial Planner (CFP®)Certified Divorce Financial Analyst (CDFA®)
Disclosure: For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.
703-356-4360 ext. 707 | firstname.lastname@example.org
Andrew works with young career-starters as well as retirees. He assists with creating strategic investment and financial planning strategies for individual clients, and works with corporate clients to provide 401(k) support and employee education. In addition to assisting individual and corporate clients, Andrew plays a crucial role on VLP’s Investment Committee, providing extensive investment research and due diligence work. He also provides investment recommendations for client portfolios and handles trading. Andrew is involved in the Financial Planning Association National Capital Area as a board member, specifically the board chairman of the NexGen committee. Andrew graduated from Virginia Tech with a Bachelor of Science in Finance – Certified Financial Planning and a minor in Entrepreneurship. Andrew is a Northern Virginia native, having grown up in Purcellville. He’s a huge DC sports fan and loves exploring the social life of DC and his current home city of Arlington. He’s living greater when he’s on the lake kayaking, tubing in the summer or skiing in the winter. Certifications Held:
Certified Financial Planner (CFP ®)Accredited Investment Fiduciary (AIF®)
703-356-4360 ext. 718 | email@example.com
Marie has been with VLP since 2009, and is an integral part of our client service team, providing stability and knowledge through significant company growth. A 20-year veteran of the financial services industry, Marie previously worked in many client-service positions, including as a trust administrator and as a vice president of trust office operations.
Marie’s tenure with the firm continues to provide strong continuity for our clients. Her attention to detail and thoroughness enables her to provide superior client service, even in the most complicated financial situations. Marie takes great pleasure in making sure all of our clients are taken care of, and she can be counted on to lend a sympathetic ear during trying times. Marie, her husband Steve and their chocolate lab Kona live in Hamilton and loving the country life. They are living greater when they’re camping and boating, and on any given summer weekend they can be found riding around on their Harley Davidson motorcycle.
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.