Our Team

For more than 20 years, Jon has helped clients build, manage, preserve, and transition their wealth. Jon brings a broad array of business and financial experience to our group, specializing in serving business owners. Having counseled clients through a variety of volatile investing climates, Jon takes the time to fully understand each client's goals, dreams, and expectations while designing an investment plan to manage risk while pursuing growth and income. Jon is a Premier Advisor, a distinction he has earned from 2010 to present. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
 
Jon joined Wells Fargo Advisors through its predecessor firms, Prudential Securities and Wachovia Securities. In addition to applicable securities registrations and insurance licenses, Jon earned a bachelor's degree from Skidmore College with a concentration in government and business. He studied economics at Georgetown University and completed financial planning coursework at Virginia Commonwealth University and Kaplan University.
 
Engaged in the community, Jon is founder of Bethesda Business Connections, a Select Business Team affiliate and president of the Skidmore College Alumni Association, D.C. chapter. He is active in the Jewish Federation of Greater Washington and the American Technion Society.
 
Jon lives in Clifton, Virginia and has three daughters, Peyton, Cassidy, and Taylor, a son, Brody, and two rescue dogs, Libby and Lola.


CA Insurance License Number: 0M79239. Resident State VA.

Mark joined the Lindenberg Wealth Management Group in 2017 after spending most of his career as a Financial Advisor at both CIC Wealth in Rockville, MD and ING Financial Partners in Tysons, VA.  Mark's passion for helping people reach their financial goals is what drives him to take the time to understand each client's unique situation. He specializes in helping individuals and families navigate through complex life events and transitional periods where proactive planning can make all the difference. 

In addition to holding securities registrations and insurance licenses, Mark is a CERTIFIED FINANCIAL PLANNER™ professional, which he obtained after completing the financial planning program through Kaplan University. Prior to this Mark earned a bachelor's degree in Economics from The University of Maryland where he also played Division I lacrosse. 

Engaged in both the industry and community, he is an active member in the Society of Financial Services Professionals and the Leadership Breakfast Group of Maryland. Mark helped establish the Advisors Alliance Roundtable, a philanthropic focused group sponsored by the United Jewish Endowment Fund and the Jewish Federation of Greater Washington.

Outside of the office, he is a defender for the Israeli National Lacrosse Team, competing worldwide and takes part in the initiative to grow the sport in Israel. Off the field, you'll find Mark on the sidelines - coaching a 9th grade travel lacrosse team, based in Bethesda, MD.


CA Insurance License Number: 0M76188. Resident State DC.

Sarah brings more than 20 years of securities brokerage experience to the Lindenberg Wealth Management Group. Sarah entered the financial services industry after earning a bachelor's degree in business administration from Strayer University. She graduated at the top of her class while working full-time and raising two children.

In 1995, Sarah joined Prudential Securities, a predecessor firm. She believes in providing our clients with the personalized attention and solution-oriented service they deserve. She is frequently called upon to help clients understand complex regulations regarding account documentation and make the account administration process as smooth as possible. An advocate of continuing education, Sarah enjoys taking advantage of the training resources offered by Wells Fargo Advisors to expand her operations and industry knowledge.

Outside of work, Sarah enjoys reading and spending time with friends and family. Another passion includes teaching English as a second language to foreign students. She has two married children, five grandchildren, and lives in Ashburn, Virginia, with her French bulldog, Rosie.