Our Team

For nearly 30 years, David has specialized in financial and investment strategies, lending, stock options, and money management for affluent individuals and institutions in the U.S. During this period, he has served in multiple management positions and contributed articles on related subject matter to several distinguished financial publications.

David received his degree in economics from George Mason University, and his designations include being a Chartered Retirement Planning Counselor (CRPC®), as well as other pertinent industry certifications.

With more than 20 years' experience in the financial industry, Tom's primary areas of practice include all aspects of investment management, from monthly income strategies to employee stock options, as well as investment banking, stock analysis, portfolio development, cash management, and business services.

He is a Certified Investment Management Analyst (CIMA®), a designation earned through the Wharton School of Business. He is also earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, and he graduated cum laude with a degree in finance from Virginia Tech.

To provide support for his clients, Robert combines his experience and knowledge as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor (CRPC®) with his multi-decade background in corporate finance and management. He establishes estate, trust, and charity plans along with plans for educational, retirement, and cash flow needs, along with insurance planning.

Robert is a graduate of Lehigh University with a degree in Mechanical Engineering, and holds an MBA from the University of Kansas. He also earned a Professional Engineering license from the state of California.

CA Insurance License Number: 0E71220
Resident State: VA

Backed by more than 20 years of industry experience, James loves to simplify the complexities of each client’s financial world while quantifying the financial questions of their lives. He believes there is no better feeling than advising clients through the accumulation and distribution phase of their lives, in addition to helping them to organize, allocate, and transfer wealth along the financial journey. James also thoroughly enjoys educating clients on markets from a historical perspective to assist with keeping emotions out of impacting investment results.

Prior to beginning his career, James earned a Bachelor of Science in Finance from George Mason University. While there, he also worked full-time in wealth management and discovered his passion for doing what he does now.

James lives in Ashburn, VA, with his wife, Carol. In his free time, he enjoys traveling to both Naples, FL, and Rehoboth, DE, as well as exercising and focusing on wellness. James is also an advocate for St. Jude Children’s Research Hospital and the American Diabetes Association. Additionally, he co-authored “Value Returns: Wise Investing for the Next Decade & Beyond,” which was highlighted in Barron’s Wall Street Journal publication in 2011.

David has nearly 15 years of commercial real estate development, finance, sales, and leasing experience. He graduated from The A. B. Freeman School of Business at Tulane University with a bachelor’s degree in science and management, and he earned the Certified Investment Management Analyst (CIMA®) designation in 2006 from the University of Pennsylvania's Wharton School of Business.

Outside the office, David is an active member of the Investments and Wealth Institute and the International Council of Shopping Centers (ICSC). David sat on the Board of Directors for Zapata Corporation (NYSE: ZAP) for three years and sat on the Board of The Gesher Jewish Day School in Fairfax, VA for seven years.

Nasra is driven by the opportunity to be part of something larger than herself and to make a difference in the lives of others. More than a decade of experience has shown her how much she truly enjoys working with people, especially when the result of that work amounts to success for her clients.

As the child of a former diplomat, Nasra has lived and travelled the globe, and she speaks multiple languages. For more than 10 years, she worked in the Intelligence Community as a contractor for both the FBI and the CIA. While with the Agency, Nasra travelled extensively and had the privilege of working alongside many of our nations finest to support the country’s mission. She earned her Bachelor of Science in Decision Sciences and Management Information Systems from George Mason University School of Business.

Nasra now lives in Virginia with her husband, their son, and their twin girls. As the parent of a special needs child, Nasra is extremely sensitive to the unique needs and challenges of a family with a loved one who has special needs. Away from the office, Nasra enjoys spending quality time with her family, often attending soccer games, football games, and the occasional cheer competition, as well as working out, listening to music, and traveling.

Susanna is a Senior Registered Client Associate with over 15 years of experience in the financial industry. She is responsible for the coordination of all client service activity and supervises the team’s administration as it relates to client accounts and regulatory compliance. She received her degree in economics and sociology from George Mason University.

Steve has nearly 15 years of experience in the financial industry and previously worked at Morgan Stanley and Merrill Lynch. He provides operational sales and marketing support for the team and has a hands-on approach to working with high-net-worth individuals.

Steve graduated from George Mason University in 2001 with a BA in advertising, and he currently resides in South Riding, VA, with his wife, daughter, and son.

An industry veteran with more than a decade of financial services experience, Stephanie loves the variety that each new day brings and enjoys the privilege of working with such a wide range of people. From the team’s clients to her colleagues, she views every challenge as an opportunity to connect and to make a lasting difference in people’s lives.

Stephanie’s big-picture focus is on each client and their respective needs. By learning more about their family matters, cash flow needs, lending strategies, and overall household investment goals, she believes she can better serve those she works with.

Originally from Connecticut – and always a New Englander at heart – Stephanie received her BA in Communications & Marketing from Boston College. She now lives in Northern Virginia, with her husband, Bard. They have three children and two Jack Russell Terriers and enjoy an active, outdoor lifestyle and like to hike, bike, swim, ski, travel, and cook.

We consider Allyson the team's director of first impressions, as her primary focus for CTH Wealth Management Group is on client interaction and scheduling ongoing strategy sessions and reviews.

She also provides a wide range of client services, including administrative and operational support such as check requests, document processing, and account maintenance.