Our advisors

Advisor photo for Dickinson J Miller

Dickinson J Miller

CFP®, APMA, AWMA℠

Private Wealth Advisor

Learn more about Dickinson J Miller Visit Dickinson J Miller's website
Advisor photo for Michelle Mancari Rosenberg

Michelle Mancari Rosenberg

CFP®, APMA, CSRIC®

Financial Advisor

Learn more about Michelle Mancari Rosenberg Visit Michelle Mancari Rosenberg's website


Our team

Philip Mattar

Philip Mattar

Financial Planning Specialist,

Vice President of Circle in a Square Advisors

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

Financial Planning Specialist

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

  • Client meeting preparation and member of financial planning department
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Madeleine Burchell

Madeleine Burchell

Client Service Coordinator

Personal Intro

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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