Advisory Board - Financial Planning & Wealth Management

  • Antonio Bass is a relationship manager at Capital Group, home of American Funds, covering RIAs, consultants and bank trusts.

  • Nicolette Davicino is a Financial Advisor at Armstrong, Fleming, & Moore, Inc. Prior to joining AFM, she worked as a policy fellow for the Committee of Appropriations in the U.S. Senate, specializing in small business development and tax reform.

  • Ashley Reichert is a Wealth Advisor at Focus Partners Wealth. She holds a bachelor’s degree in finance and in marketing from George Mason University and the CERTIFIED FINANCIAL PLANNER™ professional designation.

  • Cory Brooks is a Wealth Advisor at Focus Partners Wealth. He earned a bachelor’s degree in finance from George Mason University in 2018. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate of financial planning coursework from Northwestern University.

  • For almost 30 years, Scott has worked with individuals and families in or nearing retirement to provide comprehensive financial planning solutions that help build, manage and distribute their wealth to their next generation.

  • A native of Atlanta and a graduate of George Mason University, Anne McCabe has been in the financial services industry since 2001.

  • Daniel Lash, CFP®, AIF®, is a partner at VLP Financial Advisors and has been active in the profession for 27 years and has developed a unique ability to talk honestly and directly to his clients, helping guide them past their short-term worries and encouraging them to focus on their bigger financial picture.

  • Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®.