Appian Wealth
Josh Dorfman
Wealth Management Advisor|CFA®, CFP®
Josh Dorfman, CFA®, CFP®
Josh married his wonderful wife, Lucy, in 2021. Josh and Lucy live in Alexandria, VA and have called the DC area home for over a decade. While the couple enjoy DC’s cultural events, museums, and culinary scene, Josh’s Eagle Scout roots often lead them to leave the Metro area and enjoy nature through camping, hiking, and canoeing.
An avid hockey player since childhood, Josh continues to play in various DC adult leagues and volunteered as the head coach for his former team at American University. Josh also has fond memories of his previous seasonal job as a member of the Washington Capitals Ice Crew, keeping the ice up to standards during the NHL season. Look for his former ice crew teammates next time you are watching a game at Capital One Arena!
In addition to his volunteer time supporting the hockey program at American University and Northwestern Mutual’s preferred charity, childhood cancer research through Alex’s Lemonade Stand Foundation, Josh gives back through an organization called the Great American Flag Preservation Group. Josh co-founded this non-profit organization with the mission to restore and preserve the Great American Flag, a 2 acre, 7 ton American flag that graced the cover of Guinness’ Book of World Records in 1981. You can read more about his organization at: https://www.greatamericanflag.org/. Don’t hesitate to ask Josh about the flag at your next meeting!
Professionally, Josh Dorfman is committed to furthering his practice and enhancing his professional development. He is most proud of passing the rigorous exams necessary to become a Chartered Financial Analyst. In addition to earning his CFA Charter, Josh has obtained his CERTIFIED FINANCIAL PLANNER™ professional certification, Life, Health, and Accident insurance licenses, and obtained FINRA’s Series 6, 7, 63, & 65 registrations. He specializes in helping clients balance the math of their financial plan with their personal psychology to feel confident in their decision-making.
Meet the Team
Our team is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your financial plan, please don't hesitate to contact us. We are here for you.
Isaac Sherman
Financial Planning Associate
Isaac grew up in northern Maryland and is a proud Terp alum after attending the University of Maryland. Isaac started with Northwestern Mutual in 2018 and after experiencing a variety of roles, joined Appian Wealth in 2019. As a Financial Planning Associate, Isaac specializes in building our clients’ comprehensive financial plans. He holds his Series 6 and 63 investment registrations and a license to transact in annuities, life, and health insurance. Dedicated to furthering his financial planning acumen, Isaac continues to stay abreast of changes in the financial industry. In his spare time, Isaac enjoys playing music, travel, and pick-up soccer games with friends. If you are unable to reach Isaac outside of business hours, he is likely attending a Bruce Springsteen concert with his family!
Raymond N Duncan II
Client Service Associate
Ray grew up in Prince George’s County in Maryland and joined Appian Wealth after graduating from Towson University in 2023. He is proud to be a Towson Tiger and during his time there, he developed a passion for finance. Ray enjoys staying up to date on the financial markets in his spare time and has demonstrated his enthusiasm for the career by flying through the SIE, Series 6,7, & 63, and Maryland Life and Health Insurance exams. As a Client Service Associate, Ray assists with client onboarding and financial planning. When he is not working, Ray spends his time outdoors hiking and being in nature. He enjoys going on drives with no destination and loves listening to J. Cole.
Carter Bunn
Client Service Administrator
Carter, a Raleigh, North Carolina native, made her way south & graduated from Wofford College in 2019. With a degree in Psychology and Child Development, she began her career working with children with disabilities and their families in Charleston, SC. This experience ignited her passion for helping others and making meaningful changes in their lives. In 2021, Carter transitioned to a career in finance, where she has thrived for the past four years, combining her interpersonal skills with a drive to support others in achieving their goals.
When she’s not working, Carter enjoys spending time outdoors with her beloved dog, Gus, perfecting her famous homemade salsa for family and friends, and exploring Charleston’s vibrant culinary scene.
Andrew Thrash
Operations Manager
Thrash was born and raised in Charlotte, North Carolina. He studied Systems Engineering at the University of Virginia before his professional journey led him to Northern Virginia, where he initially worked in commercial construction management before transitioning to financial services operations. It was in Arlington that Thrash met his wife, Laurel. The couple married in 2016 and welcomed their first child, Ford, in 2024.
Thrash loves sports, particularly basketball. He helps coach a local high school’s JV team and enjoys playing pickup and adult league games with friends. Ask him about Burrito Tuesdays at Mexicali Blues, a restaurant in Arlington. He and a group of friends have been gathering there to eat burritos weekly since 2013!
Lending a hand in my community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
