Circle in a Square Advisors

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.



Advisors

Michelle Mancari

Michelle Mancari

CFP®, AWMA®

Financial Advisor

Visit Michelle Mancari's website
Dickinson J Miller

Dickinson J Miller

CFP®, APMA®, AWMA®

Private Wealth Advisor

Visit Dickinson J Miller's website
Andrew Paulson

Andrew Paulson

Financial Advisor

Visit Andrew Paulson's website

Team

Philip Mattar

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

Financial Planning Specialist

Qualifications

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

Roles & Responsibilities

  • • Client meeting preparation and member of financial planning department
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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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