Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Monumental Financial Planning
Team photo for Monumental Financial Planning

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Our advisors

Advisor photo for John Cortale

John Cortale

APMA®

Private Wealth Advisor

Managing Director of Monumental Financial Planning
Learn more about John Cortale
Advisor photo for Alan Michael Butler II

Alan Michael Butler II

Financial Advisor

Senior Vice President of Monumental Financial Planning
Learn more about Alan Michael Butler II
Advisor photo for Ambler Cusick

Ambler Cusick

Financial Advisor

Senior Vice President of Monumental Financial Planning
Learn more about Ambler Cusick
Advisor photo for Nina Kamrani

Nina Kamrani

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nina Kamrani
Advisor photo for John Martin Moran

John Martin Moran

Financial Advisor

Vice President of Monumental Financial Planning
Learn more about John Martin Moran
Advisor photo for Gary Steven Presslaff

Gary Steven Presslaff

Financial Consultant

Senior Vice President of Monumental Financial Planning
Learn more about Gary Steven Presslaff
Advisor photo for Bryon Vincent

Bryon Vincent

Financial Advisor

Vice President of Monumental Financial Planning
Learn more about Bryon Vincent


Our team

Adam Mirza

Adam Mirza

Client Service Manager

Personal Intro

Adam supports our advisory team and helps ensure a smooth client experience. He assists with daily operations and plays a key role in keeping things running behind the scenes. Adam lives in Virginia with his family and brings a thoughtful, service-oriented approach to his work.

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Greyson Flint, CRPC®, MBA

Greyson Flint, CRPC®, MBA

Paraplanner,

Client Service Specialist

Personal Intro

Greyson supports our clients and advisory team though Client Services. Originally from Birmingham, Alabama, he now lives in Arlington, Virginia. He earned his undergraduate degree from Furman University and pursued graduate-level business coursework at the University of Alabama. Greyson is currently enrolled in a CFP® certification program through UVA.

Qualifications

  • CRPC®

  • AWMA®

  • MBA

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Anthony Naples

Anthony Naples

Intern

Personal Intro

Anthony is a Finance major at Fairfield University with a minor in Mathematics. He is a a dedicated NCAA Division I golfer passionate about investing, financial planning, and building long-term wealth, with a drive to develop meaningful financial strategies.

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