Financial Planning and Wealth Management Advisory Board
This board serves a vital role in helping to provide professional insight as it pertains to the financial planning, academic curriculum, current industry practices, and the goal of developing career-ready graduates. The financial planning career path is growing faster than average with a projected growth rate of 7% through 2028 (U.S. Department of Labor Occupational Outlook Handbook).
As the board convenes, they identify and suggest opportunities for enhanced student and faculty development, such as involving internships, externships, applied research, and brainstorm how the program and industry are moving forward. The board is comprised of Mason alumni, business professionals, individual supporters, and faculty who support the activities of the area. As a group, the board accomplishes the following:
- Give back to the community
- Support financial education
- Share your expertise with the next generation of leaders
- Create a legacy of financial literacy for our unique populations such as first generation
- Connect with the wealth management industry and academia
- Expand your network with like-minded professionals and those who are leadership donors at Mason
- Enhance your company recognition through involvement with Mason, our community, and future employees (graduates)
- Maintain our CFP Board certified program, and encourage student engagement with the CFP program
BS Accounting '97
Jason Howell Company
Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine. He is also President of Jason Howell Company, a family wealth management firm that uses Socially Responsible Investing (SRI) to develop parents into patriarchs and matriarchs for their families and communities. Jason is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.
Jason is an adjunct instructor of personal finance at American University’s Kogod School of Business. He is also an adjunct instructor for George Mason University’s School of Business Financial Planning and Wealth Management (FPWM) concentration and Chairperson for FPWM Advisory Board. Jason has been featured as both a financial expert and an independent political strategist on FOX 5 DC, ABC’s News Channel 8, US News & World Report, Yahoo Finance, CNBC.com, Readers Digest, Nasdaq.com, Washington Business Journal and the New York Times. His professional career spans years in retail banking, corporate accounting, personal finance and an independent run for United States Congress.
Jason has been recognized by George Mason University as a Prominent Patriot and was twice the distinguished alumnus speaker for their School of Business graduating class.
His mission is to bring the best of ultra-high net worth family financial planning to this generation’s regular net worth families. He shares his home with a beautiful and patient wife, two daughters and 1990s alt-rock.
George C. Cabalu
BA Economics '92
Managing Director, Investments
Wells Fargo Advisors
George believes in a truly holistic and client centric approach. His ability to provide customized solutions that addresses his clients' assets and liabilities allows him to act as their personal Chief Financial Officer.
For over three decades, George has helped clients address their financial goals and develop customized strategies. Experienced in many different market and economic conditions, George has focused on delivering a planning based approach to his client relationships.
George joined Wells Fargo Advisors as a Managing Director - Investments in 2013. His experience in the investment industry have ranged from handling to day to day operations to developing and managing financial strategies for families and organizations.
George is a graduate of George Mason University with a BA Economics. He is married and the father of three. George enjoys spending time with his family, coaching youth sports, running, golf and gardening.
Mary Bell Carlson
Chief Financial Mom.com
Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for the last decade. From the bowels of the Pentagon to international audiences, Dr. Carlson has presented numerous financial seminars and worked on a variety of financial planning and education projects. After getting married and having her two daughters, she started Chief Financial Mom.com, a personal finance education platform to help busy moms. Currently, she also works as adjunct faculty for the financial planning programs at both the University of Georgia and Texas Tech University. She earned her Ph.D. from Kansas State University in Personal Financial Planning with an emphasis in Financial Therapy; her master’s degree is from Texas Tech and her undergraduate from Brigham Young University. She holds both the Certified Financial Planner® and Accredited Financial Counselor® designations. Dr. Carlson has become a sought-after speaker and consultant given her wealth of experience and expertise in the field. She cares deeply about people and is committed to helping others understand more about money, communication, and relationships.
Buckingham Strategic Wealth
After 20 years in corporate finance at Fortune 500 companies, Susan Chesson made the leap to financial planning, preferring to work one-on-one with clients to make a positive difference in their lives. Today, she uses the skills she honed managing multi-billion dollar portfolios to offer sound financial advice and professional investment management.
Susan loves the challenge of connecting the dots in a client’s financial life to provide a comprehensive plan showing how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.
Before joining Buckingham in 2017, Susan was senior vice president and senior wealth advisor at Focus Wealth Management. Before pursuing her financial planning career, she worked in corporate treasury, fixed income investing and banking operations at Fannie Mae, Freddie Mac and Capital One.
Originally from England, Susan has a bachelor’s degree in French and Russian literature from Oxford University and an MBA in finance from the University of Texas at Austin. She also holds the CERTIFIED FINANCIAL PLANNER professional and Certified Private Wealth Advisor designations. Susan has served on the Executive Board of the Financial Planning Association (FPA) of the National Capital Area and is involved with the National Association of Personal Financial Advisors (NAPFA). Susan lives in Northern Virginia and enjoys spending time with her family, traveling and being outdoors.
David L. Johnson
BS Finance '95
Signature Estate & Investment Advisors, LLC®
David is a CERTIFIED FINANCIAL PLANNER ™ practitioner with more than 25 years’ experience in investment management and estate planning with a focus on advising corporate executives, business owners, multigenerational families and trustees.
David has spent his entire career with SEIA in its Tyson, VA office. He has been interviewed for his perspectives by CNBC, Investment News and RIA Channel. And, is committed to giving back to his community by teaching financial literacy courses for various nonprofit organizations in the Northern Virginia area such Second Story.
He resides in Vienna, Virginia with his wife, Sharon Johnson BA Sociology ‘94, and son, Grayson.
Brock T. Jolly
Veritas Financial, LLC
Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. He started his career in 2000 on a mission to help as many families as possible with their financial success. Unfortunately, his career launch coincided with the dot-com bubble burst. Rest assured, it was not entirely his fault. Over the years, Brock’s practice has evolved, but he always remembers those lessons he learned early on in his career.
In 2002, Brock created The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important and valuable information.
In 2014, Brock partnered with Gerald Radican to form Veritas Financial. “We merged two very different practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our practices and allows our clients to truly benefit from the synergies of partnership.”
Brock graduated from the University of Virginia in Charlottesville, Virginia in 2000. He is a Certified Financial Planner™ (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Family Business Specialist (CFBS®) and Retirement Income Certified Professional®.
Brock has been featured in numerous media outlets including The Wall Street Journal, CNBC, PBS, Fox News, The Motley Fool, Federal News Radio’s “Blueprint for Wealth,” and Real Estate Radio Washington, where Brock provides the “Word on Wealth.” He has been quoted in industry publications such as Investment News, The National Underwriter, Insurance Newsnet, Think Advisor and Life Insurance Selling.
Brock has been recognized as a top performer within the industry. He is a perennial qualifier for the Million Dollar Round Table’s “Top of the Table,” as well as MassMutual’s “Leaders Club,” “Blue Chip Council,” and “Top of the Council” honors. In 2011, he was named the national NAIFA Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA.
In his spare time, Brock enjoys traveling, distance running, SCUBA diving and playing ice hockey. He lives in Arlington, Virginia with his wife, Lauren, their children Bryson and Olivia, and a rescued pit bull, “Chico.”
BS Public Administration '97
CJM Wealth Advisers, Ltd.
Brian Jones is Chairman of CJM Wealth Advisers, Ltd., a fee only investment advisory firm located in Fairfax, VA. In addition to his leadership position at the firm, Brian excels at analyzing business challenges and building a team of professionals uniquely qualified to assist individuals, couples and multiple generations of families. Born and raised in Virginia, Brian’s passion for investing grew from a young age as he watched is father Tim (one of the founding members of CJM) grow and build his financial planning business from the ground up. Brian has been in the financial services industry since 1996. Brian is consistently named by Washingtonian, Northern Virginia Magazine, The Washington Business Journal, and Forbes as one of the best financial planners in the Washington, D.C. metropolitan area. Brian graduated from George Mason University with a B.S. in Public Administration. An active member of the Financial Planning Association (FPA) of the National Capital Area, Brian served as President in 2009 and Chairman of the Board of Directors in 2010. In addition, Brian has served as Chairman of the Family and Consumer Sciences Advisory Board for Fairfax County Public Schools. He has served as a Member of the of the Pershing Advisor Solutions Advisory Council and on the Capital Group Advisory Council. Brian is the author of Getting Started: The Financial Guide for a Younger Generation (Larstan: 2006). Brian and his wife Amy and their twin daughters currently reside in Fairfax Station, VA.
BS Economics '97
VLP Financial Advisors
Dan is a partner at VLP Financial Advisors and has been active in the profession for 23 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short term worries and encouraging them to focus on their bigger financial picture. His approach has resulted in long-term client relationships that are built on a foundation of trust and understanding.
Dan works with individuals and families to help them create and pursue their financial goals. He advises clients on their investments, retirement, insurance, and estate planning needs. He also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs.
Dan is a passionate advocate for the financial planning profession and was the 2016 president of the Financial Planning Association National Capital Area Chapter (FPANCA) and served on the FPANCA board for nine years. FPANCA is a group dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Dan has been named one of Northern Virginia Magazine’s Top Financial Professionals for the last ten years as well as being named one of Washingtonian Magazine’s Top Financial Advisors for the past nine years.
A lifelong resident of Northern Virginia, Dan resides in Fairfax with his wife, their two children, three cats and one dog. Dan is a certified VHSL high school basketball official. Dan enjoys working out, red wine and attending his children’s various sporting events.
BA Economics '06
President and CEO
Curo Private Wealth
A native of Atlanta and a graduate of George Mason University, Anne McCabe has been in the financial services industry since 2001. She began her finance career on the banking side, then served as an Advanced Financial Advisor for American Express Financial Advisors/Ameriprise Financial and UBS. Additionally, she co- founded an independent wealth management firm before forming Curo Private Wealth in 2014. Anne has a true passion for helping people feel more confident about their financial futures utilizing the financial planning process, and believes that plans should incorporate goals, values, and tolerance for volatility.
Anne is dedicated to constantly increasing her intellectual capital. To that end, she acquired the Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2007. In 2011, she acquired the prestigious CERTIFIED FINANCIAL PLANNER certification through Georgetown University and the CFP Board; meeting rigorous education, examination, experience, and ethics requirements.
One of Anne’s passions is to educate the community about financial matters. She does that through various media outlets such as Federal News Radio (WTOP’s sister station), ABC7, News Channel 8, NTN24, and Telemundo Washington. She was also an Adjunct Professor at American University, teaching Personal Financial & Financial Institutions.
Anne was selected for Washingtonian magazine’s Top Money Advisor list in 2016, 2018, and 2019, and was named to Investment News’ national list of “40 Under 40” financial advisors in 2017.
Anne has two sons (8 and 3) and a Yorkshire Terrier. She is an avid reader, a yogi, is passionate about health and fitness, speaks fluent Spanish, and loves spending time with her family and friends.
Senior Wealth Advisor
XML Financial Group
Lauren is a CERTIFIED FINANCIAL PLANNER™ professional committed to helping her clients on their life journeys with thorough financial planning. They partner together to create a road map. She believes in building client confidence in their financial decisions and is a strong proponent of ongoing financial literacy and education.
Lauren's journey has afforded her previous opportunities to work in three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch, and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel both locally and globally. Lauren recently visited her 43rd state in a quest to see all 50 states in the USA, and she has traveled to six of the seven continents over the last decade.
Lauren is proud of her commitment to her community. She lives in Old Town Alexandria, Virginia. She is the lead organizer for TEDxOronocoBayPark, Alexandria’s first exclusively community-focused TEDx program that is dedicated to the TED mission – ideas worth spreading – in our local community. She continues to lead her local alumnae community for her alma mater, The University of Notre Dame. They inspire others through programs that encourage empowerment and leadership development.
Lauren's own road map and the decisions she makes are built upon the foundation that life is not a dress rehearsal. Lauren's core purpose is to have a lasting impact on her clients and her community.
Judy L. Redpath
VISTA Wealth Strategies LLC
Judy L. Redpath specializes in working with entrepreneurs, business owners, professionals and their families, overseeing their family finances, focusing on the accumulation, distribution, preservation and strategic transfer of wealth. Judy is a recipient of the 2014, 2015, 2016, 2017, 2018, 2019, and 2020 Women’s Choice Award® Financial Advisor1 and the 2015, 2016, 2017, 2018, and 2019 Five Star Wealth Manager Award2. Judy was named one of the 20 Prominent Patriots in Business for 2015 by George Mason University’s School of Business.
Judy received her BA in French and an MA in West European Studies from Indiana University, Bloomington, IN and her MBA at George Mason University in Fairfax, VA. Following successful careers as a management consultant and in the high-tech industry, she started her business in 1996, became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1999, and earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fi360 in 2009.
In October 2006, Judy founded VISTA Wealth Strategies in order to provide a holistic, independent approach to financial planning and wealth management. She is an Investment Adviser Representative of and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.
Judy is past president and past chairperson of the National Capital Area Chapter of the Financial Planning Association and served on The Leukemia & Lymphoma Society National Capital Area Chapter's Board of Trustees from July 2008 through June 2014. She served on the Board of Directors of the Greater Reston Chamber of Commerce from 2005-2011 and remains an active member. Judy served as a member of the Pentagon 9/11 Survivors Distribution Committee from 2006 until it ceased operations in 2008. She is past President of the Dulles Rotary Club, a member of the Herndon Rotary Club, and an alumna of Leadership Fairfax, Inc. Judy has been quoted in The Washington Post and appeared on local television and radio shows. VISTA Wealth Strategies and Judy were a 2008 Best of Reston awardee for community service.
She serves on John Marshall Bank’s Fairfax Advisory Board and is a Founding and Emeritus Board Member of the George Mason University School of Business’s Women in Business Initiative. Judy is an avid supporter of local charitable and community causes, serving as Chair of the Best of Reston Selection Committee annually. She is a member of the Steering Committee of the Business Women’s Giving Circle and the Giving Circle of Hope, both of which are located in Northern Virginia.
Born and raised in Denver, Colorado, Judy maintains her love of the West. She resides in the Herndon/Reston area. Judy enjoys travel, music, cooking, the arts, photography, reading, nature, and watching college basketball.
1 The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2019, of the 542 considered for the Women’s Choice Award, 169 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com.
2 Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,956 Washington, DC area wealth managers were considered for the award; 122 (6% of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Family Wealth Strategist
Lauren Watson, CPA, CFP® is a Family Wealth Strategist for PagnatoKarp’s Family Office, advising CEO Founders, wealth creators, and ultra-high-net-worth families with holistic wealth management. Areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk management, and charitable planning. Lauren draws on broad planning expertise and True Fiduciary® standards to deliver comprehensive advice in your best interest, aimed at your total financial wellbeing. Using digital tools and custom planning techniques, she provides data-driven clarity to help navigate opportunities and simplify challenges.
Lauren is a Certified Public Accountant and CFP® Professional with nearly a decade of experience advising families on complex tax, investment and wealth planning strategies. Prior to joining PagnatoKarp, Lauren was a Senior Client Advisor at WMS Partners where she guided high-net-worth families through complex financial planning.
In the community, Lauren is a champion of financial education for young adults, supporting the efforts of Junior Achievement of Central Maryland. She also supports the Women’s Giving Circle of Howard County, sharing in their mission to shape the future of women and girls in the community. Professionally, Lauren is a member of the Howard County Estate Planning Council and the Baltimore Women Leaders in Tax and Finance.
Lauren earned a Bachelor of Science degree in Business Administration from Coastal Carolina University and holds a Masters of Accounting & Financial Management. Lauren resides in Eldersburg, Maryland with her husband, Tom, and children.
Jon P. Yankee
Partner and CEO
FJY Financial, LLC
Jon P. Yankee, MBA, CFP®, co-founded FJY Financial in January of 2006 with Marjorie Fox. In addition to his duties as a Partner and Senior Financial Advisor, as Chief Executive Officer Jon leads the strategic direction of the firm, and the development and implementation of its well-known human capital strategy.
For the fifth issue in a row, in 2020, Jon was named for fee-only financial planning in Washingtonian magazine’s list of “Top Financial Advisors”. In three previous issues, he was named the “Top Vote Getter.” In addition, in 2020, for the sixth year, Jon was named by Northern Virginia magazine in its “Top Financial Professionals” edition under the categories of Financial Planning and Investment Management.
In the spring of 2013, the National Capital Area chapter of the Financial Planning Association (FPA) named Jon their “Planner of the Year”. Also, in May of 2013, FJY was named the sixth “Best Place to Work” by Washington Business Journal. He was also named a Finalist for the SmartCEO Washington 2015 Money Manager Awards.
Mr. Yankee has been a speaker at a number of industry events and conferences focusing on internship programs, his firm’s hiring practices and strategies, and developing the next generation of owners. He has also been quoted in publications such as Investment News, Financial Planning, The Journal of Financial Planning, Investment Advisor, CNBC.com, Bloomberg Wealth Manager, Registered Rep., Investor’s Business Daily, Forbes.com, Men’s Health, Financial Week, Bankrate.com, Wall Street Journal Online, and Dow Jones Newswire.
Jon is an adjunct professor at the Edward S. Ageno School of Business at Golden Gate University, teaching a survey course in personal financial planning, and is regularly a “Mentor” at the FPA’s Residency Program for new advisors in the profession. He is also a founding member of the George Mason University’s Financial Planning and Wealth Management Advisory Board.
He is a member of the Investment News Practice Management Advisory Board and was an original member of the CNBC Digital Financial Advisor Council. Jon is also a former member of the Board of Directors of the FPA - National Capital Area chapter, a former member of the Board of Directors of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA), and is a NAPFA-Registered Financial Advisor.
Jon earned his Master of Business Administration in International Management with a focus on Finance from the Thunderbird School of Global Management, in 1998. He received a Bachelor of Arts degree in International Studies with a concentration in Asian Studies and Japanese from the University of Richmond in 1992. He also completed undergraduate work at Kansai University of Foreign Studies in Osaka, Japan.
Prior to founding FJY, Jon earned his Certified Financial Planner™ certification following coursework at the College for Financial Planning in Denver, CO and after a stint as a Financial Advisor for Merrill Lynch. He also worked five years in Honolulu, HI as a Program Manager for the Pacific Basin Economic Council (PBEC), an organization of chief executives that fosters and promotes the development of trade and trade policy throughout the Asia Pacific region.
Wayne M. Zell
Wayne M. Zell, Esq. is the president and founding member of Zell Law. He has devoted his legal, public accounting and business advisory career to counseling clients in a variety of industries, including investor groups, technology companies and non-profit organizations. His clients also include for-profit and non-profit executives, service providers and high-net-worth individuals.
Mr. Zell has extensive experience in complex estate planning and business planning matters. With regard to estate planning, Mr. Zell regularly advises clients in structuring and preparing intricate revocable and irrevocable trusts, basic estate planning (i.e., wills, medical directives and powers of attorney), family limited partnerships and limited liability companies, life insurance vehicles, charitable giving arrangements (including charitable lead and remainder trusts), private and public foundations and grant-making programs, asset protection planning, joint ventures with tax-exempt organizations, and compensation and equity incentive plans for executives.
In business planning matters, Mr. Zell represents the owners of closely-held businesses and non-profits on general business formation and operations, tax and succession planning matters, mergers and acquisitions, and executive compensation and CEO/founder issues.
Prior to joining the firm, Mr. Zell practiced as an attorney and as a CPA with a variety of law firms and public accounting firms. He also served as General Counsel and CFO of YellowBrix, Inc., an internet content provider and enterprise software developer. He was a Senior Manager in the Washington National Tax Service Office of Price Waterhouse, specializing in tax-exempt organizations and flow-through entities, including partnerships, limited liability companies and trusts, and he has practiced as a certified public accountant since 1980.
Mr. Zell is admitted to practice as an attorney in Virginia, Maryland and the District of Columbia. He currently serves on the Board of Directors, Governance Committee and Executive Committee of Northern Virginia Family Service. He also serves as a member of the Cornerstone Board at the McIntire School of Commerce at the University of Virginia.
Mr. Zell is an active speaker and writer on estate planning, business planning, and tax planning topics. For more detailed content authored by Mr. Zell, please see the firm’s videos and podcasts.
Wayne M. Zell has received an AV rating, the highest rating granted by Martindale-Hubbell, the preeminent law directory and attorney rating service. Since 2013, Mr. Zell has also been recognized as one of the Best Lawyers in America for Taxation. He lives in Reston, Virginia, with his beautiful wife, Lorri, and their four dogs (his four amazing kids are grown up and launching).
Next Gen Committee
BS Finance '19
Client Services Associate
Edelman Financial Services
Eleri is a class of 2019 graduate of George Mason University. She majored in Finance with a minor in Environmental Science. During her time at Mason, she was a School of Business Ambassador and a VP of the Student Managed Investment Fund. Currently, she works at Edelman Financial Engines as a Client Service Associate. In her free time, Eleri enjoys bird watching and cooking new recipes.
BS Finance '19
Clifford graduated from George Mason University in December 2019 with a BS in Finance. During his senior year he became interested in wealth management through an internship with Ameriprise Financial. He had a very positive experience there and ended up staying on until August 2020. Clifford left in August to pursue other opportunities in New York which is where he lives now. He is currently unemployed but hoping to find a position in wealth management servicing high net worth individuals and business owners.
BS Finance '19
Tax and Financial Analyst
Ali Kahil is a Tax & Financial Analyst at PagnatoKarp. In this role, he provides full-cycle tax compliance for ultra-high-net-worth clientele of the multi-family office. Prior to joining, Ali served as President of the Student Management Investment Fund at the George Mason University School of Business. He has been featured on CNBC’s Closing Bell television program and recognized by The Motley Fool for his writings on millennial investing. Ali earned his Bachelor of Science in Finance from George Mason University. In the community, he is a supporter of the Movember Foundation and the International Spy Museum. Ali currently resides in the Washington D.C. metropolitan area.
BS Finance '19
Financial Planning Specialist
Ameriprise Financial Services
Khrista McWhorter is a Financial Planning Specialist at Ameriprise Financial Services. In this role, her primary focus is with guiding clients through the full spectrum of financial planning from financial security and wealth accumulation to estate and legacy planning. Prior to this position she served as Vice President of the Student Managed Investment Fund at George Mason. Khrista is also an active volunteer within the community and has received recognition from both the Volunteer Fairfax organization as well as her local animal shelter for her countless hours of volunteer work. She has earned her Bachelor of Science in both Finance and Psychology from George Mason University. Khrista currently resides in the Fairfax area and enjoys traveling, cooking and hiking with her dog.
BS Finance '14
Total Financial Picture, Wealth Strategies
Jacob Telleria is an independent Financial Advisor at Total Financial Picture, Wealth Strategies. His role and passion as a Financial Advisor is to provide one-on-one coaching to clients to help them to improve on their financial health and reach personal financial goals, including but not limited to retirement or saving for college for kids. He also provides holistic financial planning and wealth management services to clients through Total Financial Picture, Wealth Strategies. Jacob graduated from George Mason University with a degree in Finance in 2014 after successfully completing a two-year internship with a Registered Investment Advisor firm.