Our advisors

Dickinson J Miller

Dickinson J Miller

Private Wealth Advisor

Learn more about Dickinson J Miller
Andrew Paulson

Andrew Paulson

Financial Advisor

Learn more about Andrew Paulson
Michelle Mancari

Michelle Mancari

Financial Advisor

Learn more about Michelle Mancari

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
View more
Hannah Brooks

Hannah Brooks

Operations Director

Personal Intro

Hannah was born in Atlanta, GA, where she enjoyed singing and playing guitar with her family. 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
View more
DeAnna M. Williams

DeAnna M. Williams

Client Relationship Manager

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
View more