Circle in a Square Advisors

Advisors

Dickinson J Miller, Private Wealth Advisor serving the Washington, DC area - Ameriprise Advisors

Dickinson J Miller

CFP®

Private Wealth Advisor

Visit Dickinson J Miller's website
Andrew Paulson, Financial Advisor serving the Washington, DC area - Ameriprise Advisors

Andrew Paulson

Financial Advisor

Visit Andrew Paulson's website
Michelle Mancari, Financial Advisor serving the Washington, DC area - Ameriprise Advisors

Michelle Mancari

CFP®, APMA®, AWMA®

Financial Advisor

Visit Michelle Mancari's website

Team

Philip Mattar

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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Madeleine Burchell

Madeleine Burchell

Client Service Coordinator

Qualifications

  • Madeleine was born and raised in New York, where she still visits and spends time with her close-knit family. She enjoys fostering animals and adores a couple of her own pets.
  • She also likes spending time outdoors and painting in her free time. Top 5 Values: ethics, helping others, honesty, loyalty, relationships
  • Qualifications: BA in Elementary and Special Education from Towson University

Roles & Responsibilities

  • Scheduling client meetings, marketing and social media, compliance
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