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.
 

<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 serves on the Board of Governors of Paul VI Catholic High School in Fairfax, VA.  Ken graduated in 1987 from VA Tech with a BS in Finance.  Ken lives in the Chantilly Highland Community in Herndon, Virginia, with his wife, Mary, youngest daughter and their rescue puppy, Lacey.  Ken’s two older 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.

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.

Wells Fargo Advisors, July 2007 - Present

Registered Representative; Life, Health and Variable Insurance Licensed

Scott earned a bachelor’s degree in Finance from Western Carolina University in 2007 and joined the Financial Strategies Group in August 2008. 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, their children Benjamin, Mariella, and Samuel.

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.

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

I am dedicated to building strong client relationships based on honesty and integrity and providing investment strategies tailored to each client’s needs.

Wells Fargo Advisors, March 1998 – Present

Registered Representative, Life, Health and Variable Insurance Licensed


A veteran of the financial services industry, Tara provides more than two decades of experience to the Financial Strategies Group. Tara focuses on strengthening and maintaining client relationships and is the a point of contact for our clients, dedicated to delivering superior client service.

We believe Tara’s extensive professional experience in trading support and management creates advantages for our clients. Her deep understanding of regulatory matters helps ensure the integrity of our team is unwavering and extends to our clients. Tara easily articulates complex metrics into clear and concise visuals.

Tara resides in South Riding, VA with her family. She is an active member of the Dulles South Youth Sports Football Board of Governors as well as Executive Board. She is also a former Cheerleading Coach and regularly volunteers her time to South Riding Proprietary Community Events.

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.

Registered Representative

Wells Fargo Advisors, April 2018 – Present

Wells Fargo Bank, January 2017-March 2018


Prior to joining our team, Angelica spent one year in Wells Fargo’s retail bank as a Personal Banker. She brings over a decade of knowledge and experience in retail banking and operations.  In her previous role she oversaw the writing and editing of training material to ensure adherence to current mortgage regulatory guidelines and policies.  Prior experience also includes commercial lending as a loan processor and originator. Angelica earned her bachelor’s degree in Economics and International Business from the University of Baltimore and the Berlin School of Economics and Law in 2015. She currently resides in Burke, Virginia with her family.