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Our Community-Centered Team

The Experienced Financial Advantage Associates Team

Meet the financial professionals at Financial Advantages Associates. We are a locally owned, family firm with deep roots in this community. And as an independent financial planning-based wealth management firm, we’re free to customize truly holistic solutions that fit who we serve, where we serve — like only we can.

Empowering Purposeful Living

At the heart of our services, our dedicated financial advisors expertly navigate the intersection of community engagement, company culture, and compassionate financial planning. With our unwavering support, you can embrace a life filled with joy, passion, and purpose, while staying focused on what truly matters to you.

Meet Our Team

Lindsay Carter, EA

Lindsay Carter, EA

Chief Operating Officer

(301) 610-0071

(301) 610-0079

Arlene Cuanias

Arlene Cuanias

Client Relationship Manager

(301) 610-0071

(301) 610-0079

Chris Lee

Chris Lee

Senior Accountant

(301) 610-0071

(301) 610-0079

Drew Brand

Drew Brand

Financial Advisor

(301) 610-0071

(301) 610-0079

Garron Marsh

Garron Marsh

Practice Manager

(301) 610-0071

(301) 610-0079

Grant LaGasse

Grant LaGasse

Financial Advisor

(301) 610-0071

(301) 610-0079

Jackie Al-Atrash

Jackie Al-Atrash

Marketing & Recruiting Associate

(301) 610-0071

(301) 610-0079

Jeanie Dow

Jeanie Dow

Client Services Associate

(301) 610-0071

(301) 610-0079

Judy  Baxter

Judy Baxter

Front Desk Client Relations Manager

(301) 610-0071

(301) 610-0079

Kate Manning

Kate Manning

Financial Advisor

(301) 610-0071

(301) 610-0079

Kathy Abbett

Kathy Abbett

Operations Manager

(301) 610-0071

(301) 610-0079

Lisa  Schaefer

Lisa Schaefer

Financial Advisor

(301) 610-0071

(301) 610-0079

Marilynn Corcoran

Marilynn Corcoran

Administrative Support Team

(301) 610-0071

(301) 610-0079

Mike Thompson

Mike Thompson

Financial Advisor

(301) 610-0071

(301) 610-0079

Nicole Harrison

Nicole Harrison CFP®

Director of Financial Planning

(301) 610-0071

(301) 610-0079

Perry Lazerus

Perry Lazerus

Financial Advisor

(301) 610-0071

(301) 610-0079

Poppy Ford

Poppy Ford

Client Services Associate

(301) 610-0071

(301) 610-0079

Shari Chilbert

Shari Chilbert

Director of Administrative Services

(301) 610-0071

(301) 610-0079

Steve Abbett

Steve Abbett

Marketing Associate

(301) 610-0071

(301) 610-0079

Tyler Gillies

Tyler Gillies

Director of Investment Services, OSJ Manager

(301) 610-0071

(301) 610-0079

Wade Friedel

Wade Friedel

Financial Advisor

(301) 610-0071

(301) 610-0079

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Who We Can Help

Serving in the DMV area, we specialize in building financial solutions for individuals, families, government employees and non-profit organizations.

Who We Work With

Our Approach

We partner with you to build holistic, personalized financial planning and tailored investment strategies for the life and legacy you want.

Our Approach

Contact Us

Financial Advantages Associates is a locally owned family firm. Our financial advisors have deep roots here, serving in our community from our community.

Contact Us Today