Our Team

 

 

DAN MCNULTY, AIF®

Director of Asset Management

As the Director of Asset Management, Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals.  Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning. 

Graduating from James Madison University in 1999 with a Finance degree, Dan’s nearly two decades of experience in the profession has allowed him to gain invaluable knowledge of the economic and financial industry. Dan was tapped to lead the investment team in 2002.  In July of 2016 Dan achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today’s climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi
    - Professional Business Fraternity

 

 

RANDY MCQUIN, CFP®, JD

Director of Advanced Planning

With Randy's background in estate and tax law and in financial planning, he have worked with numerous financial professionals and their clients on tax, insurance law, and trust matters for more than a quarter century.  Since 1993 he has had the pleasure of working collaboratively with clients and their advisors, accountants and legal counsel in creating plans that address key business and personal goals and objectives.

  • BMus - The University of Kansas
  • JD  - University of Kansas School of Law
  • CFP®  - College for Financial Planning

 

In addition, Randy holds a certificate from the Notre Dame University Law School Tax and Estate Planning Institute, and he is a member of the Bar of the State of Kansas and admitted to practice before the Federal Courts of the United States. Randy has been accredited as an instructor for continuing education for insurance professionals in Maryland and Virginia, and has lectured on capital development at The George Washington University, the Smithsonian Institution, and the Oregon Bankers’ Association.

 

 

TASHA COCONIS, JD

Senior Branch Controls Manager

Receiving her undergraduate degree from Hamilton College and her JD from Western New England College School of Law, Tasha has spent the majority of her career working in a compliance capacity within the financial services industry.  As the Sr. Branch Controls Manager, she works with associates to make sure their sales practices are inline with AXA compliance and FINRA regulations.

Tasha lives in Maryland with her husband.

Tasha has her FINRA S4, S7, S24, S53, S66.

 

 

LAURA BROWN, MBA

Senior Branch Operations Manager

As the Sr. Branch Operations Manager, Laura is responsible for the day-to-day operations of the office as well as working closely with the management, associates and staff.  She has her undergraduate degree from George Mason University and her graduate degree from Averett University.

Laura lives in Northern Virginia with her two rescue dogs and enjoys fitting in golf whenever possible.

Laura has her FINRA S6, S7, S24, S26.

 

 

 

DENISE GILMORE

Office Manager/Licensing Coordinator

As the Office Manager, Denise wears many hats, with her major responsibilities on licensing and onboarding new associates.  She has her Associates from Northern Virginia Community College and is currently working towards her undergraduate degree at George Mason University.

Denise lives in Alexandria, VA  and she's a die hard Red Sox fan.

 

 

MONIKA ZAWASKY, MBA

Marketing Manager

Monika received her undergraduate degree Media Art and Desgn/Corporate Communications from James Madison University and her Masters in Business Administration degree from George Mason University. As the Marketing Manager, Monika oversees the strategy and implementation of branch and associate marketing. She coordinates trainings, branch and associate events, as well as is responsible for a variety of branch communications and social media. She’s also responsible for our local branding in the community as well as college/universities.

Monika currently resides in Alexandria, VA with her boyfriend and two cats.