D.C. Metro Area (Ashburn)

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Your Team in Ashburn

Connect with an MAI Advisor in Ashburn ›

Jennifer Davis, CFP®​

Senior Financial Planner​, Director​

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Susan Grimail

Senior Client Services Specialist, Associate

Ted Halpern​

Regional President​, Senior Managing Director​

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Cody James, CFP®, CFA​

Wealth Advisor​, Director​

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Lindsie James

Senior Business Operations Specialist, Director

Bella La Rosa

Senior Financial Planner, Senior Associate

Nisha Patel

Plan Consultant & Portfolio Administrator, Director

Kirsty Peev , CFP®​

Senior Portfolio Manager, Managing Director​

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Melissa Sotudeh, CFP®​

Senior Wealth Advisor & Team Leader​, Managing Director​

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Julie Spaeth

Office Manager, Associate

Daniel Trumbower, CFP®​

Senior Wealth Advisor​, Managing Director​

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Jennifer Wood

Operations Manager, Director

Connect with MAI in Ashburn

Ashburn Office

20365 Exchange St.,

Suite 200,

Ashburn, VA 20147

240-268-1000

We look forward to learning about your financial goals.

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