Our Team

For nearly 20 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 nearly 15 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.

_{*Insurance Products are offered through nonbank insurance agency affiliated of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}

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 for three years and sat on the Board of The Gesher Jewish Day School in Fairfax, VA for seven years.

_{*Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank N.A. Wells Fargo Bank, N.A NMSLR ID 399801.
CA Insurance License Number: 0C39860. Resident State VA.}

James has more than 15 years of industry experience in financial analysis and portfolio risk management. With his previous firm, James was a Senior Vice President co-managing a large book of client assets. His primary focus for the team is based on leveraging his analytical experience and knowledge, which encompasses his Chartered Market Technician (CMT) designation to provide advice around tailored portfolios and risk management. James received his BS in finance from George Mason University.

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.

CA Insurance License Number: 4185504. Resident State VA.

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.

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.

An industry veteran with more than a decade of financial services experience, Stephanie loves the variety that each new day brings, and she enjoys the privilege of working with such a wide range of people. From the team’s clients to her colleagues, Stephanie 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, Stephanie believes she can better serve those she works with.

Originally from Connecticut – and always a New Englander at heart – Stephanie now lives in Vienna, VA, with her husband, Bard. They have three children and two Jack Russell Terriers, the latter of which enjoy going on weekend hikes and tours of local vineyards. Stephanie and her family enjoy an active, outdoor lifestyle and like to hike, bike, swim, ski, travel, and cook.


_{Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender}