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, I enjoy reading, exploring the great outdoors, and spending time with my family. My husband and I have two children who fill our 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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Addie Tocci

Addie Tocci

Client Concierge,

Event Planner

Personal Intro

I am a Virginia native, but I enjoy travel and have had the privilege of visiting Europe, Asia, the Middle East, and, most recently, spent a year living in Hawaii. In my off hours, I enjoy cooking, playing the harp, and playing the occasional Zelda or Final Fantasy game.

Roles & Responsibilities

  • Schedule client meetings
  • Plan and execute events
  • Write and maintain client communications
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.