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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Vijay Khetarpal, AIF®, CLU, ChFC, CFP®

President & CEO

(703) 287-7140

(703) 288-8554

Vijay Khetarpal has been dedicated to providing exceptional service and financial advice to his clients since 1983. Holder of a degree in Economics Honors from St. Stephens College at Delhi University, India; Vijay has continued his...

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Dana Brayshaw

Client Services Manager

(703) 287-7182

(703) 893-4595

Mary Flaherty

Relationship Manager

(703) 893-2550 ext. 110

(703) 893-4595

Carl Grund III, CFP®, CPWA®, AIF®, AEP®, BFA™

Business Continuity Partner


(703) 287-7129

As an independent financial advisor, trusted consultant and sounding board, Carl works with select entrepreneurs of small to mid-size businesses with a focus on government contracting. With over 15 years of experience, Carl uses unique...

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