Circle in a Square Advisors

Advisors

Andrew Paulson

Andrew Paulson

Financial Advisor

Visit Andrew Paulson's website
Dickinson J Miller

Dickinson J Miller

Private Wealth Advisor

Visit Dickinson J Miller's website
Michelle Mancari

Michelle Mancari

Financial Advisor

Visit Michelle Mancari's website

Team

Dr. Philip Mattar

Dr. Philip Mattar

Financial Planning Specialist,

Vice President

Qualifications

  • Dr. Mattar is originally from Haifa, Palestine. He served as the Editor in Chief of two encyclopedias on the Middle East
  • Over twenty years of investing for endowments and individuals
  • Ph.D. from Columbia University
  • Fellow at USIP and at the Woodrow Wilson Center

Roles & Responsibilities

  • Performs portfolio analysis for diversification, risk tolerance, quality products, fees, and tax efficiency
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Hannah Brooks

Hannah Brooks

Operations Director

Qualifications

  • Hannah was born in Atlanta, GA, where she enjoys visiting with her family. She writes poetry and reads over 300 books a year. She was also a collegiate rugby player.
  • Top 5 Values: Autonomy, Integrity, Service, Decisiveness, Leadership
  • Majored in Biological Anthropology with a concentration in Medical Anthropology at Appalachian State University in Boone, NC

Roles & Responsibilities

  • Schedules/confirms client meetings, manages business operations, and oversees internship programs
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DeAnna Williams

DeAnna Williams

Client Relationship Manager

Qualifications

  • DeAnna was raised in Southern VA. She now resides in the Maryland area. She is a mom and a wife. She loves to travel and make gift baskets in her free time.
  • Top 5 Values: Honesty, Excellence, Fairness, Meaningful Work, Happiness
  • BS in Sociology with a Concentration in Criminal Justice from Bowie State University

Roles & Responsibilities

  • Oversees client meeting preparation
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