AFM News & Notes - Second Quarter 2019

Alex is awarded the Financial Planner of the Year by the Financial Planning Association of the National Capital Area

Alexandra Armstrong, CFP®, CRPC® was awarded Financial Planner of the Year by the Financial Planning Association of the National Capital Area. This prestigious leadership award is presented to individuals who've been nominated by members of the Financial Planning Association of the National Capital Area and selected by the Award Selection committee. The criteria for this award are promoting the financial planning profession, community and charitable work, mentoring, and innovative financial planning techniques/practice management, among others.  

This award and the due diligence process conducted are not indicative of the advisor's future performance.  Your experience may vary.

Alex
 

 

Meet Our Summer 2019 Interns!

Intern Pic
 

 

 

We are excited to have another excellent group of interns this summer: (left to right):

Zachary Kaufman is studying economics at The George Washington University and is entering his junior year

Elisa Peirano also returns for the summer, she is beginning her senior year at The George Washington University, majoring in international business and economics

Luke Granger, joins us from The University of North Carolina at Chapel Hill where he will begin his junior year this fall majoring in mathematics

Senior, Riley Hayes returns for the summer, he is majoring in Economics with a minor in Sports Management at The Catholic University of America.

They are a tremendous help at AFM so we can serve our clients!

John Wittelsberger Celebrates Five Years With AFM

AFM was pleased to celebrate John's five years of service with the firm. Please help us congratulate and thank him for all he does for our office and clients.

Johns-lunch
 

 

26th Annual FPA of the National Capital Area Charity Golf Classic

Carl Holubowich, Mitch Strobel, & Ryan Fleming participated in the 26th Annual Financial Planning Association of the National Capital Area Charity Golf Classic. All proceeds from the event are used to benefit the Foundation for Financial Planning and other pro bono activities for the FPA NCA Chapter.

FPA Golf

 

Chaunté & Caroline Boost Their Skills at Commonwealth's Power in Practice Workshop

Caroline & Chaunté Chicago 2
 

 

Client Service Associates, Caroline and Chaunté spent some time in Chicago taking in the sights before attending Commonwealth Financial Network's Power in Practice workshop. This full day workshop is geared toward empowering staff to be able to fully support their advisors and help the office run as smoothly and efficiently as possible. 

 

PiP Group