Fairfax
Serving Northern Virginia and the D.C. Metro Area
Fairfax
11325 Random Hills Rd
Suite 210
Fairfax, VA 22030
CUSTODIAL LINKS
Charles Schwab Login
Fidelity Login
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Your Fairfax Team
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Ryan Bartholomew
JD
Senior Wealth Advisor
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Susan Chesson
CFP®, CPWA®
Wealth Advisor
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Barbara Ristow
CFP®
Wealth Advisor
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Jessica Jarosik
CFP®, EA
Wealth Advisor
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Amanda Merrill
JD, CFP®
Wealth Advisor
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Arash Mark Katirai
CFP®
Associate Wealth Advisor
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Krystyn Rash
CFP®, FPQP®
Associate Wealth Advisor
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Brandon Schumacher
CFP®, CRPC®, APMA®
Associate Wealth Advisor
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Lynette Mack
Manager, Operations
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Hannah Collman
CFP®, CTFA, EA
Director, Advisor Learning & Development
Dig even deeper.
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Enjoy some of our latest resources
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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March 06, 2025
Monthly Investment Commentary: March 2025
The Atlanta Fed’s forecast for first-quarter GDP plunged from a 2.3% increase to a 2.8% contraction after a sharp 26% jump in the trade deficit. While recent economic data warrants closer scrutiny, we see balanced risks and advise staying near long-term targets. Despite federal cost-cutting concerns, private sector growth could help stave off a recession.
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March 03, 2025
How to Navigate Rising Homeowners Insurance Costs
With rates up 37.8% since 2019, rising home insurance costs can be challenging. The good news is homeowners have opportunities to manage them. Explore how your wealth advisor can help navigate insurance policy changes and protect your overall financial well-being.
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