Our Team
How We Are Different
- The impact we have on our clients’ lives
Over the years, we have had the opportunity to see substantive changes take place in how our clients approach and manage their finances. We believe what may have been a major source of stress begins to ease, replaced by peace of mind and a real sense of confidence in their future. We strive to hear our clients tell us their lives have been changed for the better as they gain clarity and control over their financial future. - Our advocacy on behalf of our clients
Developing and maintaining strong collaborative relationships with our clients’ other professionals is a major part of what we do as their financial advisors. Whether they have existing relationships or need a referral to someone we would recommend, we provide help with organization, coordination, and sometimes even negotiation to help make sure our clients get the best assistance possible. - Our systematic, disciplined approach to investing
We combine the academic methodology of asset-class investing, with its broad diversification, efficiency and low cost, with specialized, tactical investment programs that are designed to solve specific planning or tax issues. This disciplined approach helps our clients stay focused on their long-term goals and avoid the temptation to react to emotions triggered by short-term market events.
Assaf Pinchas, CFP®
Partner, Wealth Manager | Vienna, VA
Committed to helping our clients achieve what matters most to them, Assaf asks many questions and listens carefully in order to gain a clear understanding of what is most important to them and why. Then, acting as their chief financial...
Shawn Williamson, CFP®
Partner, Wealth Manager | Vienna, VA
Shawn moved to Arlington, Virginia in 1996 after graduating magna cum laude with a Bachelor of Business Administration in finance with a concentration in economics from James Madison University. He began his career in 1996 as a financial...
Charlie Cooke, CFP®, CPFA®
Partner, Wealth Manager | Wilmington, NC
Charlie is a seasoned financial professional and partner at AFGAS, specializing in comprehensive wealth management for a diverse clientele. With a career spanning over two decades, he has honed his expertise and built a reputation for...
Haley Ellis, CFP®, CPFA®
Partner, Chief Operating Officer | Wilmington, NC
Brett Thompson
Associate Wealth Manager | Vienna, VA
Brett is dedicated to helping our clients achieve their financial goals and attain financial prosperity. As a financial advisor, he places great importance on actively listening to each individual, understanding their priorities, and...
Keisha Franzen, QPFC
Retirement Plan & Operations Specialist
Keisha is a seasoned professional in the financial industry, having joined the field in 2016. Throughout her career, she has honed her expertise in retirement services, handling every aspect of it with utmost diligence. With a strong...
Sean Craft
Client Service Associate | Vienna, VA
Sean, an outgoing and sociable individual, thrives on the excitement of meeting new people and reconnecting with familiar faces in his beloved Vienna. As a client services manager, his ability to forge genuine connections shines...
Elizabeth Hollenack
Client Service Associate | Wilmington, NC
Abby Petros
Client Service Associate | Vienna, VA
Abesra Petros graduated in 2023, continuing her internship in Economic Development, where she played an integral role in fostering growth and opportunity within local communities. Her work sparked a passion for making a positive impact...
Garrett Welsh
Paraplanner | Vienna, VA
Samantha Buchanan
Paraplanner | Wilmington, NC