Broker Check

Our Team

Josh Winston

Financial Planner

(703)394-2408

(703)448-9575

[email protected]

Over the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial...

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T. Damian McKenzie

Investment Advisor Representative

(703)394-7105

(703)448-9575

[email protected]

With over 25 years of experience, Damian brings a wealth of knowledge and experience to our practice. Having experienced different aspects of the financial services industry, he has one goal; to become a lifetime resource to each and...

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Lindsey Michlik

Customer Service Manager

(703)394-2410

(703)448-9575

[email protected]

Lindsey joins our practice with over 20 years of customer service and management experience. Her passion of making sure clients receive prompt and thorough service, aligns with our values, as a practice. Lindsey is responsible for...

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Jim Roessner

Team Coordinator

703-394-7190

703-448-9875

[email protected]

Jim Roessner was born and raised in Langhorne, Pennsylvania. Jim came to Arlington, Virginia to attend Marymount University, where he received his Bachelor's degree in Business and Marketing in 2015. Through his internship at Aflac,...

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