Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Alan Michael Butler II

Financial Advisor

Senior Vice President of Monumental Financial Planning
Learn more about Alan Michael Butler II

Ambler Cusick

Financial Advisor

Senior Vice President of Monumental Financial Planning
Learn more about Ambler Cusick

Christine M Cortes

MSF, CFP®, CKA®

Financial Advisor

Learn more about Christine M Cortes

Gary Steven Presslaff

Financial Consultant

Learn more about Gary Steven Presslaff

John Cortale

APMA®

Private Wealth Advisor

Managing Director of Monumental Financial Planning
Learn more about John Cortale

John Martin Moran

Financial Advisor

Vice President of Monumental Financial Planning
Learn more about John Martin Moran

Nina Kamrani

APMA®

Financial Advisor

Learn more about Nina Kamrani


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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