Our advisors

Dickinson J Miller

Dickinson J Miller

Private Wealth Advisor

Learn more about Dickinson J Miller Visit Dickinson J Miller's website
Andrew Paulson

Andrew Paulson

Financial Advisor

Vice President
Learn more about Andrew Paulson Visit Andrew Paulson's website
Michelle Mancari

Michelle Mancari

Financial Advisor

Learn more about Michelle Mancari Visit Michelle Mancari's website

Our team

Dr. Philip Mattar

Dr. Philip Mattar

Financial Planning Specialist,

Vice President

Personal Intro

Dr. Mattar is originally from Haifa, Palestine. He served as the Editor in Chief of two encyclopedias on the Middle East.

Qualifications

  • 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

Operations Director

Personal Intro

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

Qualifications

  • Majored in Biological Anthropology with a concentration in Medical Anthropology at Appalachian State University in Boone, NC

Roles & Responsibilities

  • Schedules/confirms client meetings and manages internship programs
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DeAnna M. Williams

DeAnna M. Williams

Financial Planning Specialist

Personal Intro

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

Qualifications

  • BS in Sociology with a Concentration in Criminal Justice from Bowie State University

Roles & Responsibilities

  • Oversees client meeting preparation
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Stephen Lu

Stephen Lu

Financial Planning Assistant

Personal Intro

Stephen is from northern NJ and is currently a senior at Georgetown University. In his free time, he enjoys making videos, writing Yelp reviews, and playing basketball with his friends.

Top 5 Values: Family, Friendship, Happiness, Excellence, Honesty

Qualifications

  • Senior at the Georgetown University McDonough School of Business pursuing a double major in Finance and International Business with a double minor in Psychology and Economics

Roles & Responsibilities

  • Assists with client meeting preparation and manages social media marketing
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