Larry graduated from Lynchburg College with a BA in Economics. He holds Series 7, 9, 10, 63, and 65 securities registrations to better serve his clients.

Larry is active in his community having served as President, Chairperson or Trustee for the following organizations: Clifton Presbyterian Church, Occoquan Watershed Coalition, Tee Off for Tots' Tournament for Children's Charities, Crest Landing Homeowner's Association, and Clifton Elementary School PTA. He is also the Former Chairperson of Boy Scouts of America Troop 1104, and he is a Charter Organization Representative for the troop as well.

Services

• 529 Plans
• Alternative Investments
• Asset Management
• Business Planning
• Cash Management
• Estate Investment Strategies
• Fixed Income
• Futures
• Investment Planning
• Access to lending services through Wells Fargo affiliates
• Long Term Care Insurance
• Municipal Bonds
• Philanthropic Financial Services
• Plans
• Retirement Planning
• Wealth Management
• Qualified

Associations

• Clifton Presbyterian Church, Former Trustee – Clifton, VA
• Occoquan Watershed Coalition, Former President – Fairfax Station, VA
• Tee Off for Tots' Tournament for Children's Charities, Former Chairperson – McLean, VA
• Crest Landing Homeowner's Association, Former President – Fairfax Station, VA
• Clifton Elementary School PTA, Former President – Clifton, VA
• Former Chairperson, BSA Troop 1104 – Clifton VA
• Charter Organization Representative, Troop 1104 – Clifton, VA

Education and Registrations

• BA - Economics, 1973, Lynchburg College – Lynchburg, VA
• Series 7 - General Securities Representative Exam, 1983
• Series 9 - General Securities Sales Supervisor - Options Module Exam, 2006
• Series 10 - General Securities Sales Supervisor - General Module Exam, 2006
• Series 63 - Uniform Securities Agent State Law Exam, 1984
• Series 65 - Uniform Investment Adviser Law Exam, 1991

<sub>Lawrence F. Hensle is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WV

"CA Insurance License Number 4018073. Resident State [VA]."</sub>

_{Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor.  Read it carefully before you invest.} 

Sean has more than 24 years of industry experience, having worked with both large institutional clients (insurance companies, banks, money managers, hedge funds) and individual accounts. He focuses on the long-term goals of his clients and their families, and he enjoys helping them achieve their goals through tax-efficient investing, estate and generational transfer planning, education planning, Social Security maximization, and analyzing and addressing their risk profiles.

A CERTIFIED FINANCIAL PLANNER™ professional, he earned his MBA from the University of Maryland, and his BA in Economics from Virginia Military Institute. He holds Series 7, 24, 63, and 66 registrations. Prior to his work in the financial services industry, Sean had an adventurous 9-year career as a carrier-based naval aviator that brought him around the world, and into contact many of our local federal agencies and defense contracting organizations.

Sean resides in Reston with his wife, Kristi, and their three children, Jack, Ryan, and Anna.

_{Sean Dooley is securities registered in the following state(s): AK, AR, CA, CO, CT, DC, DE, FL, GA, LA, MD, MT, NC, NJ, NM, NY, OR, PA, RI, TX, VA, VT, WA, WI, WV}

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Craig had held four different business/marketing jobs before starting his financial career on Black Monday 1987 with Shearson Lehman Brothers. That firm had many name and management changes, eventually becoming Morgan Stanley, which Craig left to join Tysons Wealth Advisors in February 2019.

Craig enjoys time with his daughter, community involvement, sporting events, and competitive golf.

Professional Details

•   Series 3, 7, 63 & 65 Registrations
•   BA in Business Admin and BA in Economics, Wittenberg University, 1977
•   Began financial services career in 1987
•   Life, Health, and Variable Annuity Insurance Licensed**
•   Craig has been recognized as a Washington D.C. –area Five Star Wealth Manager*
•   in 2022, 2021, 2020, 2019, 2017, 2016, and 2015.

The Five Star Wealth Manager award was issued on October 17, 2022 by Five Star Professional (FSP) for the time period January 10, 2022 through August 26, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.  The award is based on 10 objective criteria Eligibility criteria – required:  1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process.  Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered:  6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and /or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients.  The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication.  Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2597 Washington DC-area wealth managers were considered for the award; 159 (6% of candidates) were named 2022 Five Star Wealth Managers.  Visit www.fivestarprofessional.com.  Self-completed questionnaire was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award was issued on 10/17/21 by Five Star Professional (FSP) for the time period 01/4/2021 through 07/23/2021.  2091 Washington DC-area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers.

Award was issued on 9/1/20 by Five Star Professional (FSP) for the time period 01/27/2020 through 08/21/2020.  2535 Washington DC-area wealth managers were considered for the award;  115 (5% of candidates)  were named 2020 Five Star Wealth Managers.

Award was issued on 10/1/19 by Five Star Professional (FSP) for the time period 12/31/2018 through 08/9/2019.  1956 Washington DC-area wealth managers were considered for the award;  122 (6% of candidates) were named 2019  Five Star Wealth Managers.

Award was issued on 10/1/17 by Five Star Professional (FSP) for the time period 02/8/2017 through 08/22/2017.  1417 Washington DC-area wealth managers were considered for the award;  106 (7% of candidates) were named 2017 Five Star Wealth Managers.

Award was issued on 8/1/16 by Five Star Professional (FSP) for the time period 03/2/2016 through 08//30/2016.  1665 Washington DC-area wealth managers  were considered for the award;  208  (12% of candidates) were named 2016 Five Star Wealth Managers.

Award was issued on 9/1/15 by Five Star Professional (FSP) for the time period 02/14/2015 through 08/10/2015.  1837 Washington DC-area wealth managers
were considered for the award;  227 (12% of candidates) were named 2015 Five Star Wealth Managers.

Craig Lund is securities registered in the following state(s):  CA, CO, CT, DC, FL, GA, LA, MD, MT, NC, NJ, NM, NY, OR, PA, TX, VA, VT, WA, WI, WV.  General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

Eric graduated from the University of Mary Washington in 2004 with a degree in Physics and Philosophy, and he brings to the practice a broad base of experience. Prior to entering the financial services field, he served for 15 years in the nonprofit world, including international development work in Cameroon as well as pastoral care in youth and campus ministry.  Eric has training in investment planning, and can help make sure you and your family are on track to achieve your investment goals, including education planning, tax-efficient investing strategies, estate and generational transfer planning strategies, and retirement planning.  Understanding that financial concerns are only part of the larger picture of our lives, Eric enjoys assisting clients navigate their financial waters, helping them discover opportunities to realize new goals.


Eric is active at St. James Catholic Church and enjoys spending time outdoors with his family as well as gardening, rock climbing, and reading poetry.

 

Education, Registrations, and Licensing:

·         BS in Physics and Philosophy, University of Mary Washington, 2004

·         Securities Industry Essentials (SIE) Exam

·         Series 7 – General Securities Representative Exam

·         Series 66 – Uniform Combined State Law Exam

 

Eric Horne is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, MO, NC, NH, NM, NY, OH, OK OR, PA, SC, TN, TX, UT, VA, VI, WA, WV