Circle in a Square Advisors

Advisors

Dickinson J Miller

Dickinson J Miller

CFP®, APMA®, AWMA®, ChFC®

Private Wealth Advisor

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Andrew Paulson

Andrew Paulson

Financial Advisor

Vice President of Circle in a Square Advisors
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Michelle Mancari

Michelle Mancari

CFP®, APMA®, AWMA®

Financial Advisor

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Team

Dr. Philip Mattar

Dr. Philip Mattar

Financial Planning Specialist,

Vice President

Qualifications

  • My top values: Integrity, High Standards, Research, and Service.
  • Over twenty years of investing for endowments and individuals.
  • Graduated from Columbia University with a Ph.D.
  • Fellow at USIP and at the Woodrow Wilson Center.
  • Editor in Chief of two encyclopedias on the Middle East.

Roles & Responsibilities

  • Portfolio analysis for diversification, risk tolerance, quality products, fees, and tax efficiency.
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Hannah Brooks

Hannah Brooks

Financial Planning Specialist

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

  • Oversees client meeting preparation
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DeAnna Williams

DeAnna Williams

Financial Planning Specialist

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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Heather Leibowitz

Operations Director

Personal Intro

Heather enjoys traveling, hiking, and exercising

Top 5 Values: Family, Friendship, Happiness, Health, Integrity

Qualifications

  • Graduated from The University of Central Florida, with a degree in Criminal Justice

Roles & Responsibilities

  • Schedules and confirms clients meetings, Practice Operations
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