The Team

Circle in a Square Advisors

Our Advisors

Andrew Paulson

Andrew Paulson

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
CA Insurance #0H90403

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Dickinson J Miller

Dickinson J Miller

Private Wealth Advisor

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Designations

CFP®, APMA®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

Princeton University class of 1975: BA in Slavic Languages and Literatures, American University of Beirut class of 1981: MA in Middle East Studies, Columbia University class of 1984: MPhil in Sociology
CA Insurance #0B24965

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Michelle Mancari

Michelle Mancari

Financial Advisor

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Designations

CFP®, APMA®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing

Education

BS, Finance, Virginia Tech, Blacksburg VA

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Connie Shih

Connie Shih

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

University of Maryland with a B.S. in Management Studies

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Our Staff

Dr. Philip Mattar

Dr. Philip Mattar

Financial Planning Specialist

Vice President
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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
Hannah Brooks

Hannah Brooks

Operations Director

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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
DeAnna Williams

DeAnna Williams

Client Relationship Manager

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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
Katelyn Focella

Katelyn Focella

Financial Planning Assistant

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Personal Intro

Katelyn is from Long Island, New York and is a senior at Georgetown University. In her free time, she enjoys exploring D.C. with friends and listening to Broadway music.

Top 5 Values: Autonomy, Relationships, Security, Excellence, Happiness

Qualifications

  • Senior at Georgetown University’s McDonough School of Business pursuing a double major in Finance and Accounting

Roles & Responsibilities

  • Assists Operations Director and Business Processor with client meeting preparation and maintenance of client records
Stephen Lu

Stephen Lu

Financial Planning Assistant

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Personal Intro

Stephen is from Northern NJ and is currently a junior at Georgetown University. In his free time, he enjoys writing Yelp reviews, making videos, and playing basketball with his friends.

Top 5 Values: Family, Friendship, Happiness, Excellence, Honesty

Qualifications

  • Junior at the Georgetown University McDonough School of Business pursuing a double major in Finance and International Business with a double minor in Psychology and Economics

Roles & Responsibilities

  • Assists with client meeting preparation and manages social media marketing