Our advisors

David Barrett-Johnson

CFP®

Financial Advisor

Managing Director of ArkWise Wealth
Learn more about David Barrett-Johnson

Kimberlee A Barrett-Johnson

CFP®, CDFA®

Private Wealth Advisor

President of ArkWise Wealth
Learn more about Kimberlee A Barrett-Johnson

Charlie Mas

Financial Advisor

Learn more about Charlie Mas


Our team

Graham Scharf

Graham Scharf

Operations Director

Personal Intro

Education

B.A. in Philosophy and Theology, Wheaton College; Master of Teaching, Pace University

Family

Married to Rebecca with 2 daughters.

Interests

I love spending time with family and friends - cooking, playing games, hiking, climbing, camping, surfing, sailing, and exploring.

Roles & Responsibilities

  • Manages day-to-day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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Fahreen Hasan

Fahreen Hasan

Client Service Manager

Personal Intro

Interests

I enjoy shopping, going to the movies, going to the gym, playing board games, and doing outdoor activities such as hiking, biking with my 6-year-old niece, and jogging. I like to explore wineries and new restaurants; and I love cooking, traveling, and warm weather. I am also an avid animal lover and passionate about animal well-being.

Roles & Responsibilities

  • • Facilitates vital office activities
  • • Supports financial planning
  • • Answers client questions
  • • Participates in client meetings
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Matt McCalla

Matt McCalla

Business Development Specialist

Rae Reaves

Rae Reaves

Financial Planning Assistant

Personal Intro

In my free time, I enjoy trying new recipes, reading, and volunteering at SARA to assist and empower individuals in need.

Roles & Responsibilities

  • Manages and schedules all client touchpoints, including in-person meetings
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Amanda Alderman

Amanda Alderman

Executive Assistant

Personal Intro

A Virginia native, I spent more than a decade in the newspaper business before becoming a stay-at-home parent. Outside of work, Amanda enjoys reading, exploring the great outdoors, and spending time with her family. She and her husband have two children who fill their home with laughter, questions, brotherly spats, and an astonishing number of cool rocks and leaves.

Roles & Responsibilities

  • Manages and prioritizes executive email
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Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.