Adam Gray

Josh is following his personal passion to assist clients with their planning and investment needs. Josh's clients cover a wide spectrum, but he most often works with pilots, engineers, computer scientists, military members, medical professionals, and families. Josh is headquartered in the DC office, but frequently attends meetings throughout the DMV.

Our objective is to assist individuals, families, and small businesses accumulate wealth, manage risk, and achieve financial security using a consultative and comprehensive financial planning process. We work closely with clients to develop innovative solutions that meet their long-term financial goals.

Scott's mission is to enrich the lives of everyone he touches by providing them with financial peace of mind. He does this by engaging them in a unique comprehensive financial planning experience that addresses their goals and objectives. He resides in Ashburn with his wife and two daughters and enjoys coaching youth sports. Scott is also on the board of the Ronald McDonald House Charities in DC.

As a rural Virginia native and starting my career in NYC, I aim to be a strategic partner who can help you achieve your financial goals. The best part of my job is working closely with individuals, families, and business owners to develop plans that provide structure to their financial lives. My team and I value the relationships we build and are always looking to grow with our clients.

I joined Northwestern Mutual in October of 2008. I graduated with a Bachelor’s degree in finance and economics from Marist College. I continued my studies and expertise by becoming certified in financial planning & obtaining my CFP® along with my CLTC designations. Currently, I hold my series 7, 66, 63, 6 and 23 securities licenses, along with the life, accident, and health insurance licenses.

My team and I specialize in working with professionals and growing families. We help people like you build a strong risk management + investment foundation that you can build off of long-term; and we help mitigate against those "what if?" scenarios that life can throw your way. We do so by creating different buckets to grow and accumulate your wealth, and ultimately secure your financial future.

I have always been passionate about creating my own legacy while being able to pass it to my next generation to build upon their own. I am now uniquely positioned to empower others with the same opportunity through education and utilizing financial tools to develop good habits. By solving problems for young families and closely held business owners, I am able to fulfill my own legacy.

Adam grew up in Roseville CA and attended Roseville High School where he played football and baseball, and also met his wife Stefanie. He played football through Junior college before attending Chico State, where he obtained his Finance degree. Adam and his family have been in the Roseville area over 100 years, and are passionate about their community.

Lisa helps clients understand how their financial habits will support their long-term financial priorities and take meaningful steps to strengthen outcomes. Previously Lisa was an attorney on international private equity finance and real estate deals. Lisa lives in Chevy Chase, MD and enjoys spending time with her family and the wide variety of educational and cultural events in the DC area.

Nikki is passionate about bringing comprehensive financial planning, guidance, accountability, inspiration, and above all else, personal connection to women, families, and business owners. By creating a personalized financial plan, her clients are confident in their decisions to achieve their personal, professional, and financial goals.

Ted Shanahan is a Wealth Management Advisor with Blueprint Financial Group, an investment and business consulting group operating within Northwestern Mutual. Ted helps businesses, individuals, and families with a variety of financial objectives ranging from Risk Management, Wealth Accumulation, Retirement Solutions, and Comprehensive Financial Planning. In his free time Ted enjoys tennis & skiing.

The Tiede Financial team brings national expertise to the local DC marketplace helping individuals, families, and business owners establish, maintain, and build upon a healthy relationship with their finances across a lifetime and creating meaningful generational impact. We are based in Tysons Corner Virginia and serve the Northern Virginia, Washington DC, and Maryland communities.

Kevin Hanley joined NM in 2004. He works with individuals/families to help maximize/simplify the 3 Key Stages of Financial Planning: Risk Management, Asset Accumulation & Retirement Distribution Strategies. He also works heavily with businesses to help them reduce expenses so they can increase revenue. Education: -Business: Tiffin Univ -Int'l Business: Regents Univ -Finance: Georgetown Univ

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.

Bryce is based in Mclean, Va. His team works to help cut through the financial noise that individuals, families and business are faced with on a daily basis. His team provides clarity and direction for clients to achieve their ultimate goals and dreams.

K Street Financial Group is a boutique financial planning practice. Our team strives to deliver comprehensive guidance to our clients via a collaborative process that is goals focused and planning driven. Helping our clients regularly coordinate and optimize their various financial strategies within a customized planning roadmap allows them to arrive well positioned down the line.

I am a Wealth Management Advisor who works with families and business owners to achieve financial security through a comprehensive, life-stage financial planning process. Dan lives with his wife Sarah in Bethesda, MD, and is a father to Ryder and Zoe. Within his planning, he appreciates how to balance financial security desires with the challenges of raising a family in the fast-paced DC area.

My goal is to work with my clients as they continually craft the vision for their ideal lifestyle moving forward. From there we develop a game plan on how to get from point A to Point B in a Strategic & Efficient manner.