Our Team

Blake Fellows

A trusted advisor with a mission to excel in business succession, estate protection, and legacy perpetuation.

Jeff Schalk

Driven by the desire to help clients plan for their future and protect their assets.

Michael Schimmel

Committed to assisting clients with financial decisions and making a positive impact in the Northern Virginia area through volunteering.

Amanda Judd

Driven by a passion for serving others through non-profit work and committed to providing excellent client support.

Beth Lobbin

Brings valuable experience supporting executives and is dedicated to getting to know clients and delivering exceptional care.