Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Charles B. MarksonManaging Director - Investments
Fundamental Choice Portfolio Manager
Chuck believes it takes careful planning to ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaption. Chuck works continually with his clients to update their investment strategies as the market and life circumstances change. While he does not provide tax advice, he helps clients stay current with tax law changes and estate planning issues to help preserve their wealth - now and for generations to come.
Chuck has been recognized as a Wells Fargo Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Residing just south of Old Town Alexandria, Chuck, his wife Linda and their two children enjoy every aspect of living in the thriving suburbs of the Washington D.C, metropolitan area. He coached soccer for over 25 years with the local community sports clubs before retiring to the golf courses of Northern Virginia. As an active member of the Mount Vernon Golf Club, he hopes to enjoy the game of golf for many years to come.
Alyssa RomanacSenior Registered Client Associate
Alyssa was born and raised in the horse capital of the world: Ocala, FL. Spent summers on the farm with her horses, or out playing sports like tennis and soccer.
As a Senior Registered Client Associate, Alyssa’s main goal is to make our client’s financial decisions come to pass with ease. She provides support to Advisors in their efforts to grow and maintain strong and trusting client relationships. Our mission is to help clients pursue their financial goals with confidence by developing individualized plans for clients to help meet their financial objectives. We are committed to providing clients with the top-notch service and attention that is expected and deserved.