Client Centered

Our Wealth Advisors

Larry Boggs

Larry Boggs

President & Founder 

With over 50 years of financial services experience, I serve a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Whether your objective is to build additional wealth, preserve what you've earned, pass it along to future generations, or a combination of these, I take the time to listen to your needs and create a comprehensive wealth management plan to help you pursue those goals.

Mirjhana Buck, CPFA

Mirjhana Buck, CPFA

Executive Vice President Investment and Marketing Officer

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Steven Stroup

Steven Stroup

Executive Vice President Investment Officer

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Patsy Stullenbarger<br/>CFP<sup>&#174;</sup><br/>

Patsy Stullenbarger
CFP®

First Vice President
Investment Officer

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Andrew Villafranca<br/>CFP<sup>&#174;</sup><br/>

Andrew Villafranca
CFP®

Director of Financial Planning

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Edward R. Lytle<br/>ChFC<sup>&#174;</sup>, RICP<sup>&#174;</sup><br/>

Edward R. Lytle
ChFC®, RICP®

First Vice President

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David Clark

David Clark

First Vice President & Financial Advisor

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Steven Dull&#160;

Steven Dull 

First Vice President

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First Last

Advisor Title

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Client Services

Dylan Beddow

Dylan Beddow

Senior Client Associate, 
Headquarters

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Dagenais Boggs

Dagenais Boggs

Senior Client Associate, 
Headquarters

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Michelle Lucas

Michelle Lucas

Senior Client Associate, 
Headquarters

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Stacey Chambers

Stacey Chambers

Senior Branch Office Administrator, Everett

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Molly Beeman

Molly Beeman

Client Experience Director, 
Headquarters

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Brenda Mulligan

Brenda Mulligan

Client Experience Director, 
Headquarters

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Deborah Jalota

Deborah Jalota

Client Experience Director, 
Bethesda

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Emily McKenzie

Emily McKenzie

Client Concierge, 
Headquarters

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Rachelle Pensyl

Rachelle Pensyl

Client Concierge, 
Headquarters

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Koosie Boggs

Koosie Boggs

Head of Operations, 
Remote

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 Client Experience Director, 
Headquarters

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 Client Experience Director, 
Bethesda

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Extended Team with LPL Strategic Wealth Services

Jennifer Graves

Jennifer Graves

Client Concierge

Jennifer is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses.

Contact Us Today

Contact Us Today

Wealth management strategies to grow, preserve and transfer wealth.