Our advisors

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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Katelyn Focella

Katelyn Focella

Financial Planning Assistant

Personal Intro

Katelyn is from Long Island, New York and is a senior at Georgetown University. In her free time, she enjoys exploring D.C. with friends and listening to Broadway music.

Top 5 Values: Autonomy, Relationships, Security, Excellence, Happiness

Qualifications

  • Senior at Georgetown University’s McDonough School of Business pursuing a double major in Finance and Accounting

Roles & Responsibilities

  • Assists Operations Director and Business Processor with client meeting preparation and maintenance of client records
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