Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Executive Assistant Kandis Robinson

Kandis Robinson

Executive Assistant

Photo of Client Relations Manager Holly Cranford

Holly Cranford

Client Relations Manager

Photo of Office Manager Jenny Tran

Jenny Tran

Office Manager

Photo of Planning Assistant Dawson Nalette

Dawson Nalette

Planning Assistant

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Advisor Josh Dorfman

Josh Dorfman

CFA®, CFP®

Financial Advisor

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.

Photo of Financial Advisor Alfred Schor

Alfred Schor

Financial Advisor

Photo of Wealth Management Advisor Justin Charise

Justin Charise

CFP®

Wealth Management Advisor

Photo of Disability Income Specialist R. Todd Grandy

R. Todd Grandy

CLU®, ChFC®

Disability Income Specialist

Photo of Private Wealth Advisor Nolan Woodruff Stokes

Nolan Woodruff Stokes

CFP®, RICP®, CASL®, CLU®

Private Wealth Advisor

Son of Pam and Ren, husband to Kathy, father of Ryker and Lee. Basenji owner. Serial entrepreneur, partner, mentor, volunteer, contributor. Friend. Adventure-motorcyclist, beach cat sailor, birder, kayaker, hiker, fisherman. Traveler. Native Washingtonian. Virginia resident. Summers in Maine. he/him/his. Advocate. Writer of haikus, keeper of lists, avid reader, Tesla owner. Geek.
Photo of Founder and CEO Matt Aaron

Matt Aaron

CFP®, ChFC®, RICP®

Founder and CEO

Matt is a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional based in Washington, DC. His team at LUX Wealth Planning works closely with physicians, attorneys, and business executives across the country. Their planning is most relevant to emerging affluent professionals who are looking to build something special. Their goal is to deliver the ultimate client experience and help your dreams become a reality.

Photo of Financial Advisor Mark Menniti

Mark Menniti

Financial Advisor