Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington.
I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
I joined the practice in August 2020.
I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.
Yonas joined the practice in August 2022. He has lived in Prince William for many years and is working to become a fully licensed financial advisor. Yonas spent eight years in the mortgage lending industry prior to joining Whitlock Wealth.
Brian has worked in the Intelligence industry and as a professional musician prior to joining Whitlock Wealth in September 2022.
Alfredo joins WWM with over 10 years in the financial industry.Alfredo speaks fluent Spanish.
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