Wells Fargo Advisors, October 1986 - Present

Registered Representative, Life, Health and Variable Insurance Licensed

Tom has over 33 years of experience in the financial services industry. Before joining Wells Fargo Advisors in 1986, he had 15 years’ experience in accounting and in tax and business management.¹  Since he entered the securities business, he has specialized in individual retirement and estate planning, portfolio management, and pension and profit sharing plans. Tom is a Senior PIM® Portfolio Manager. He is active in his community as a member and Past President of the Herndon Rotary Club and a past Director of the Herndon Chamber of Commerce. He serves as a committee chairman for Helping Children Worldwide, a 501(c)3 organization  that provides vulnerable children and their families with opportunities for education, health care, and spiritual mentoring in Sierra Leone.

Tom is also a member of Wells Fargo Advisors’ Premier Advisors², which recognizes top Financial Advisors. He holds a bachelor’s degree from Southern Illinois University and is a graduate of the firm’s Financial Planning Institute. Tom lives in Herndon, VA, with his wife, Linda.



*Insurance Licensed in the following States: AZ, CA (License # 0C36929; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV


<sub>¹Wells Fargo Advisors does not provide tax advice

²The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by business production, completion of educational components and professionalism.</sub>

Wells Fargo Advisors, July 1998 – Present

Registered Representative; Life, Health and Variable Insurance Licensed

Prior to joining Wells Fargo Advisors, Ken spent 10 years in corporate and public finance and risk management positions, including serving as Chairman of the Prince William Self Insurance Group from 1997-1998.  Ken has been a CERTIFIED FINANCIAL PLANNER^TMProfessional since May 2007.  Ken has focused his career on helping clients develop long-range plans to achieving their financial goals, whether it be retirement, funding college educations, or planning a charitable legacy.

Ken achieved a BS degree in Finance in 1987 from VA Tech.  Ken lives in the Chantilly Highland Community in Herndon, Virginia, with his wife, Mary, and their rescue puppy, Lacey. Ken and Mary are now empty nesters, and fill their time with biking, hiking, and spending time in Rehobeth Beach, DE. Three of Ken’s daughters have pursued their college degrees by following his and Mary’s footsteps at VA Tech, while his third daughter branched out to study at the College of William and Mary.

During his daughter's formative years, Ken volunteered in many school-based activities, from coaching to being a member of the Board of Governors for Paul VI High School.  Now, Ken spends time volunteering through his local church, St. John Neumann in Reston, VA.




*Insurance Licensed in the following States: AZ, CA (License # 0M92775; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisors, 2005 – Present

Registered Representative, Life, Health and Variable Insurance Licensed

Bob has worked in the financial services industry for 35 years providing wealth management, retirement and investment advice to his clients and their families. Before joining Wells Fargo Advisors, Bob also served as the branch manager for Washington DC and Arlington Virginia offices of NYSE firms.  Prior to his career in financial services, Bob worked in the public sector as the Deputy County Executive of Albemarle County, VA and was responsible for the county budget and representing the County Executive and Board of Supervisors on various regional boards and commissions.

Bob is a graduate of the University of Virginia and attended graduate school at Northeastern University.In the community, Bob currently serves as the president of a local charitable foundation and is on the board of directors of Springfield Golf and Country Club. Bob lives in Burke, VA and has two children and two grandchildren who also reside in Northern Virginia.




*Insurance Licensed in the following States: AZ, CA (License # 0B37584; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisors, July 2007 - Present

Registered Representative; Life, Health and Variable Insurance Licensed

A Senior Vice President - Investments at the Financial Strategies Group of Wells Fargo Advisors, Scott brings extensive experience in long-term investment strategies, as well as specialized knowledge in comprehensive investment planning.

 Scott earned a bachelor’s degree in Finance from Western Carolina University where he also played D1 Baseball. With an emphasis on continuing education, Scott has also earned the CERTIFIED FINANCIAL PLANNER^TM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, Scott had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Scott lives in Vienna, VA, with his wife Cristina and their three wonderful children Benjamin, Mariella, and Samuel. He spends much of his free time having fun with his kids, coaching their sports teams and playing golf.

 

*Insurance Licensed in the following States: AZ, CA (License # 0M92744; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisor,  March 2016 - Present

Registered Representative, Life, Health and Variable Insurance Licensed

Phil is a graduate of Virginia Tech with a bachelor’s degree in Finance.  As an undergraduate, he led the COINs Investment Club which was a student led group that focused on investing in commodities. Phil has recently joined the Financial Strategies Group of Wells Fargo Advisors as a Financial Consultant.  Prior to joining the team, he worked as a Financial Advisor at Wells Fargo Advisors in Alexandria, VA.

As a Financial Consultant, Phil is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance.  To accomplish this, the team uses the innovative Envision® planning process which helps provide our clients with targeted, customized financial advice and portfolio management strategies.  I am dedicated to building strong client relationships based on honesty and integrity and providing investment strategies tailored to each client’s needs.

In his free time, Phil enjoys rounds of golf, weekend tennis matches, and museum visits in our nation’s capital. 



*Insurance Licensed in the following States: AZ, CA (License # 0M90375; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisors, January 2001-Present

Prudential Securities, August 1995-January 2001

 

Prior to joining the Financial Strategies Group, Daniel served as the Operations Manager of the Wachovia Securities Tysons Corner Office.  While serving in an operational capacity at both Prudential Securities and Wachovia Securities, Wells Fargo Advisors’ predecessor firms, Daniel was responsible for all branch administrative and operations functions, maintaining policies and procedures to meet client expectations and regulatory compliance.  Daniel lives in Herndon with two of his daughters, and his third daughter is at James Madison University.

Wells Fargo Advisors, February 2007 - Present

Registered Representative; Life, Health and Variable Insurance Licensed

 

Prior to joining Wells Fargo Advisors, Kate spent 19 years in retail and commercial banking management positions.  Her responsibilities included supervising the Greater Washington regional branch network, and consumer and small business lending.  Prior experience includes branch banking, commercial lending, and private banking also in the Washington, DC and Northern Virginia markets.  She has a MBA in Finance from George Washington University and a BA in Economics from the College of William and Mary.   Kate and her husband Kevin live in Great Falls, Virginia and have a son who is a graduate of UVA, a daughter a graduate of VA Tech, and a daughter at James Madison University. Kate enjoys fitness classes, golf and tennis and is an avid ACC basketball fan.

*Insurance Licensed in the following States: AZ, CA (License # 4049828; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Ellen began her career in the financial services industry as a Client Service Associate during the tech boom of the mid-90’s prior to joining Wells Fargo Advisors in 2012.   While she’s been primarily focused on client services, her experience includes compliance administration and support functions for branch management.  When not working directly in the finance field, Ellen was raising her two children and managing several small businesses, mostly in the interior design industry.   She graduated from Marywood University, PA with a Bachelor’s degree in Social Sciences.   

Outside of work, Ellen lives in Ashburn, Virginia and enjoys spending time with family in NOVA, Florida and Louisiana.   She enjoys hiking, fitness classes, sewing, painting and attending live music performances, whether at a winery, concert hall or a little-known country venue.

Wells Fargo Advisors, August 2020 - Present


Genna graduated Summa Cum Laude from the Pamplin College of Business at Virginia Tech with dual bachelor’s degrees in Accounting and Finance with a concentration in Financial Planning. In addition to her education, Genna brings the prior experience of two internships in the wealth management field – a 10-week summer internship with a Registered Investment Advisor and a 4-week internship with our team during her senior year. Genna is passionate about helping clients, and she looks forward to putting her financial planning knowledge to work as a member of our team. 

 Genna currently resides in Herndon, VA with her family. In her free time, Genna enjoys spending time with her family, playing with her dog Lacey, and reading a good thriller novel. Genna participated in Relay for Life all four years of college, raising money for the American Cancer Society. After she finishes studying and passing all of her licensing exams, Genna plans to continue her volunteering by teaching personal finance to promote financial literacy in her community