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Solid Strategies for Changing Times®

Solid Strategies for Changing Times®

We create strategies that are tailored to your needs and goals.

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Meet Our Team

Meet Our Team

Our teamwork approach adds a broader perspective and provides increased benefits to our clients.

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Working With Us 

Working With Us 

We will do our best to gather the necessary information to provide you with a thorough overview of your current financial health.

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The IFP Approach

The IFP Approach



Wealth Management, Tailored To You

Your Financial Future

You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.

IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards to reaching your goals.

We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Meet Our Team

Shawn Wilson

Shawn E. Wilson

Wealth Planning Advisor

703-840-4281

Leal Deddens

Leal Deddens, CFP®, CRPC®

Wealth Planning Advisor

703-840-4282

703-342-0423

Matt Quattlebaum

Matt Quattlebaum, CFP®

Wealth Planning Advisor

703-883-0887

Cole Smith

Cole Smith, CRPC®

Wealth Planning Advisor

703-840-4283

Phylyp A. Wagner

Phylyp A. Wagner, CFP®

Wealth Planning Advisor

703-883-0887

Lacy LeBlanc

Lacy LeBlanc

Practice Manager

703-840-4289

Jackie Barber

Jackie Barber

Client Service Coordinator

703-840-4286

Ricardo Almeida

Ricardo Almeida

Director of Financial Planning

703-883-0887

Susan Connolly

Susan Connolly

Operations Manager

(703) 883-0887

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Retirement

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Investment

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Estate

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Lifestyle

Lifestyle

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