FINANCIAL WELLNESS
Meet Our CFPs
Please look at the bios of our Certified Financial Planners and contact them directly for a one on one appointment.
Let us know if you have any questions: [email protected].
David Tebor, CFP, AIF
David Tebor has his CFP, AIF from Virginia Tech. He recommends Kitces for information on financial literacy but Pardon My Take Barstool Podcast otherwise! Other interests include Staying active at the gym/playing all sports including pickleball!
Josh Kaplan, CFP®, EA
Josh Kaplan has a BS in Finance & BS in Accounting & Information Systems; CFP, EA; Series 6 & 63 from Virginia Tech, CFP, IRS, FINRA. He recommends Psychology of Money for information on financial literacy, but Unreasonable Hospitality by Will Guidara otherwise! Other interests include Skiing, travel, languages, soccer, and running.
Tom Robinson, PhD, CFA, CAIA, CFP®
Thomas Robinson has his PhD, CPA, CFP, CFA, CAIA from Weatherhead School of Managment, CFP Board, CFA Insitute, CAIA Association. He recommends Ben Graham’s Security Analysis for information on financial literacy, but anything by John McDonald otherwise! Other interests include Travel.
Kristin Lindsay, CPA, CFP®
Kristin Lindsay has Bachelor of Science in Finance; Bachelor of Science in Accounting and Information Systems; CPA; CFP® from Virginia Tech. She recommends Ben Carlson – A Wealth of Common Sense (blog); Wall Street Breakfast (podcast) Tuesdays with Morrie by Mitch Albom, Habits of Highly Effective People by Stephen Covey; Atomic Habits by James Clear; Maximum Gratitude, Minimal Stuff (blog ) and Up First by NPR (podcast). Other interests include Latin dance, hiking and camping, attempting craft projects, and reading and hanging out with my two tabby cats, Peanut and Hazelnut.
Dusty Dean, CFP®, AAMS™
Dusty Dean has a BA and Certificate in Financial Planning from the University of Richmond and Certified Financial Planner Board of Standards. He recommends www.kitces.com (Michael Kitces) for information on financial literacy, but The Name of the Wind by Patrick Rothfuss otherwise! Other interests include Automotive racing, cycling, snowboarding, triathlons, golf, traveling, and homesteading.
Alex Belkin, CFP®
Alex Belkin has an MBA, FP from University of Connecticut & CFP Board. He recommends The Psychology of Money by Morgan Housel for information on financial literacy but Catch-22 by Joseph Heller otherwise! Other interests include traveling, skiing, and music.
Parker Trasborg, CFP®
Parker Trasborg has his CFP® from CFP Board. He recommends Planet Money podcast for information on financial literacy, but The Martian otherwise! Other interests include Cycling, hiking, spending time with family.
Parker Trasborg is not currently accepting new clients.
Matt Sizemore, CFP®
Matt Sizemore has a Certified Financial Planner, B.S Business Administration, Concentrations in Management and Economics from CFP Board, Presbyterian College. He recommends The Intelligent Investor by Benjamin Graham, and the podcast, Acquired for Information on financial literacy, but the podcast: Smartless with Will Arnett, Jason Bateman, and Sean Hayes otherwise! As for other interests, Matt says, “I played College and a very small amount of professional Golf. I’m still obsessed with this torturous game.”
Weiwei Jin, CFP, CRPC
Weiwei Jin chas her BA: Business Administration, Economics, CFP, CRPC from Washington State Univ. Shanghai Univ. of Internatinal Business, College for Financial Planning. She recommends Motley Fool, Thinking Fast and Slow, and WSJ What’s News for information on financial literacy, but Biography of Steve Jobs; Sapiens; Siddhartha; Grit; and For the Ages: A History Podcast otherwise! Other interests include reading, traveling and cooking.
Liliana N. Molina, MBA, CFP®
Liliana N Molina is a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Fiduciary® from Certified Financial Planner Board of Standards, Inc.. She recommends Psychology of Money by Housel and Simple Path to Wealth by Collins for information on financial literacy, but Homo Sapiens Harari otherwise! Other interests include: “My children, brain health, tennis, challenges of the elderly.”
Andrew Evans, CFP®, ChFC®, CPFA®, BFA™
Andrew Evans has a Bachelor of Business Administration in Finance, CFP®, ChFC®, CPFA®, BFA™ from Roanoke College, UVA, and The American College of Financial Services. He recommends A Random Walk Down Wall Street by Burton Malkiel for information on financial literacy, but Harry Potter otherwise! Other interests include Fitness, Meditation, Lacrosse, Hiking and Travelling.
Marcus Holzberg, CFP®
Marcus Holzberg has a CERTIFIED FINANCIAL PLANNER™ certification, Series 65 license, BA in Psychology from UC Berkeley Extension, Wesleyan University. He recommends The Psychology of Money by Morgan Housel, and The Bogleheads’ Guide to Investing by Mel Lindauer for information on financial literacy, but the podcast SmartLess otherwise (Can’t get enough of the hilarious trio of Jason Bateman, Will Arnett, and Sean Hayes!) Other interests include “Playing with my 3-year-old Australian Shepherd, sports, and trying new food and restaurants.”
Jeremy Reed, CFP®
Jeremy Reed has a Bachelors in Finance, a Masters in Financial Planning, and his CFP, from VCU and UGA. He recommends “The Psychology of Money” by Morgan Housel for information on financial literacy, and “Mindset” by Dr. Carol Dweck, TED Talks, and sports-related podcasts otherwise! Other interests include family, travel, watching sports, fantasy football, film photography, and the outdoors.
Jing Zheng, CFP®, EA, MBA
Jing Zheng has her BBA, MBA, CFP®, EA from Hong Kong University of Science & Technology, UCLA Anderson School of Management, CFP. Org and IRS. She recommends The Psychology of Money (Morgan Housel) for information on financial literacy, but Three Body Problem otherwise! Other interests include Yoga, traveling and exploring new restaurants.
Joseph Lipscomb, CFP, CTFA
Joseph Lipscomb has a Bachelor of Arts, CFP, CTFA from Hampden-Sydney College. He recommends CNBC for information on financial literacy, but anything sports related otherwise! Other interests include Sports, travel, concerts, movies.
Addie Reimbold, CFP®
Addie Reimbold has a Bachelor’s degree in Business Administration and Economics; Master of Arts in Business & Athletic Administration; CFP(R); Series 7; Series 66; Life and Health Insurance from Kentucky Wesleyan College; University of Nebraska-Lincoln; College of Financial Planning. She recommends The No Complaining Rule by Jon Gordon (“It always keeps me in check when needed!”) as well as The Nateland Podcast. As for other interests, Addie says, “I love being outdoors and running, spending time with family, traveling, and I’ve spent the last year planning our wedding (seems like a full-time job!)”
Kyle Geblein, CFP®, APMA® BFA
Kyle Geblein has Bachelor of Arts in Business Management from Randolph-Macon College. He is DC sports fan and enjoys reading, trying new foods, and spending time with his family.
Paul Collinson, MBA, CFP®
Paul Collinson has his CFP, MBA from George Mason University. He recommends How to Make Your Money Last by JBQ and KITCES for information on financial literacy, but “just read a friend’s self-published book about how her family was drawn off of the farm by the pull of the cities and WWII when she was pre-adolescent age!” Other interests include pickleball, tennis, sailing, skiing, bicycling, and Jeopardy.
Michael T. Goodside, CPA/PFS, CFP®, CMA, CIA, CFE, EA
Michael Goodside has his CFP and CPA. He recommends The Rich Habits by Tom Corley for information on financial literacy, but Failing Forward by John Maxwell, otherwise. “I enjoy running 5k races and spending time with my puppy and my two year old niece.””
C.J. David, CFP®
C.J. David received his CFP certification from the CFP Board. He recommends CNBC’s Squawk on the Street for financial information and The Fifth Season by N.K. Jemisin, otherwise. Other interests include opera, musical theater, and kickball.
Danielle Serlin, CFP®, CRPC®
Danielle Serlin has degrees in business and education, her CRPC and CFP certifications from the University of Michigan-Dearborn, and the CFP Board. She recommends Five Types of Wealthy by Sahil Bloom and How to Know a Person: The Art of Seeing Others Deeply & Being Deeply Seen by David Brooks. Other interests include gardening, walking/hiking in nature, and time with her teenagers.
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