Meet The Team

Holly Rachford
Operations Team

Tina Johnson
Director of Operations

Krissy Fadely
Director of Marketing & Finance

Paige Lutz
Office Manager

Taylor Edens
Financial Advisor

M. Sean Vereen, CRPC®
Financial Advisor, Managing Director

Jason Lesnik
Financial Advisor, First Responder Advocate

Barry Fadely
Financial Advisor, Managing Director

Michael Feinberg, CLU ChFC
Director of Insurance

Joanna Valenti
Insurance Planning Specialist

Tony Youssefi, ChSNC
Financial Advisor

Ryan Bennett
Financial Advisor

Barry Euzent
Investment Advisor Representative

Roger Lingle
Financial Advisor

Brendan Berents
Financial Advisor

Jason Arnold
Chief Legal Officer
Check the background of investment professionals on FINRA’s BrokerCheck.
9219 Center Street
Manassas, VA 20110
1210 Premier Drive,
Suite 125
Chattanooga, TN 37421
9724 Kingston Pike,
Suite 305B
Knoxville, TN 37922
415 S Main Street
Woodstock, VA 22664
500 Libbie Avenue
Suite 1B
Richmond, VA 23226
8201 Peters Road
Suite 1000
Plantation, FL 33324
112 Westwood Place #160
Brentwood, TN 37027