Our Advisors
Vijay Khetarpal,CLU, ChFC, CFP®
President & CEO
(301) 785-7100 (voice only)
(301) 835-0048
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...
Dr. Anthony "Tony" Unger
Principal Wealth & Legacy Strategist
(302) 393-9859 (voice only)
(301) 835-0048
Anthony Unger (Tony) brings a rare perspective to financial planning, rooted in four decades of experience as a physician and the owner of a premier specialty surgical practice. Having successfully navigated the complexities of a...
Namita Kathuria, CEPA
Financial Advisor, Financial Planning Specialist
(443) 622-4488 (voice only)
(301) 835-0048
Dana Brayshaw
Financial Advisor
(301) 835-0048
Our Staff
Amber Jenkins
Client Services Associate
(240) 477-5806