Broker Check

Our Team

Anne McCabe Triana, CFP®, CRPC®

President and CEO - Wealth Advisor

A native of Atlanta and a graduate of George Mason University, Anne has been in the financial services industry since 2001. She began her finance career on the banking side, then served as an Advanced Financial Advisor for American...

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Jodi Van Voorhis

LPL Registered Client Service Associate

Jodi has over 18 years of experience in the financial services industry. Her background includes portfolio management, credit analysis, and financial planning. Jodi spent 12 years at Calvert Investments where she was an Associate...

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Julianne Byrd

Client Service Associate

Julianne has over 25 years’ experience in the financial services industry. Her background includes portfolio management, credit analysis and underwriting. Her 20+ years at SunTrust Bank was primarily in Wealth Management as a...
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Janet Lam

Marketing and Technology Associate

Janet is currently a student at George Mason University, pursuing a degree in Marketing and a minor in Tourism and Events Management. As a business student, Janet is motivated to learn about both the Marketing and Finance world. Janet...
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