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By

Cindy Alvarez
As a sergeant in the U.S. Marine Corps Reserves, Brady Jones has learned the value of teamwork. As a wealth management planner at Wambolt & Associates, Brady appreciates being part of a collaborative team of specialists who go the extra mile for their clients. “If you’re a Wambolt client, you can leverage the experience of...
Wambolt & Associates Tax Analyst Evan Coats finds true satisfaction in uncovering opportunities for clients to improve their tax situations. Whether working with small businesses, corporate entities or individuals, Evan has a keen ability to understand their tax picture and identify strategies specific to the client.  “My main focus is to understand the complexities of...
With round-the-clock access to reports from financial prognosticators, podcasters, and Wall Street pundits, it takes a discerning eye to identify advantageous investments. Enter Chartered Financial Analyst Jared Hobson, newly hired by Wambolt & Associates as the firm’s Senior Portfolio Manager. “In this day and age, the amount of information generated about the economy and securities...
Coaches of winning teams understand that success is not only defined by a strong track record, but also by sustaining a culture that promotes collaboration and innovation. To become a champion in any field, teams need a leader who embraces the evolution of the game and creates a roster ready for the challenge. As coach...
When she wanted to pursue a career opportunity with a firm that offered a client-driven approach to wealth management, Janelle van Meel did what she does best – she researched the market and found a perfect match – Wambolt & Associates. After reading about the firm and learning that its advisors help clients design customized...
For Eleni Yeros, wealth management advising is anything but transactional. It’s all about relationships, education, problem solving and collaboration. “I love creating a financial blueprint that brings something fresh to a client’s eyes,” she said.Eleni has been inspired to help clients reach their financial goals since beginning her Wambolt & Associates career as an intern in...
Every good business, like every good baseball team, has an exceptional utility infielder who covers all the bases and is a go-to for the team. Meet Wambolt’s Director of Operations Regina Franz. Whether training the administrative and junior associates teams, counseling a client, or assisting a wealth management advisor, Regina is a reliable team player in the...
By Will Michener & Bob Newkirk “Know what you own, and know why you own it.”– Peter Lynch Markets have been unsettled for over a year. Inflation persists. Economic uncertainty remains. Federal budget deficits climb and may drive future tax increases. Stock and bond values have fallen simultaneously, a rarity. (See The 2022 Bear Market:...
By Cindy Alvarez & Cindy Lempke “Whether planning for retirement or trying to send their kids to college, financialplanning can be stressful. I want to help families articulate and meet their goals.”– Shaun Cavanagh For Shaun Cavanagh, wealth management advising is a perfect intersection of his interests: analyzing the markets and advocating for clients. Wambolt...
By Cindy Alvarez & Bob Newkirk “Every portfolio benefits from bonds; they provide a cushion when the stock market hitsa rough patch. But avoiding stocks completely could mean your investment won’t growany faster than the rate of inflation.”– Suze Orman In our first installment of this two-part series, we reviewed basic terminology and historical returns...
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