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Our Team

Donald Mosby Rembert CFP®, AIF®

Principal

Newton G. Pendleton III CFP®, AIF®

Principal

Charles E. Rembert CFP®, AIF®

Principal

Dwayne A. Jackson CFP®

Principal

Leslie D. Irby CFP®, AIF®

Principal

Brett W. Roper CFP®, AIF®

Principal

Elizabeth D. Verdi CFP®, AIF®

Principal

Elizabeth S. Clough CFP®, AIF®

Principal

John K. Wolff CFP®, EA

Associate Planner

Daniel E. Jackson CFP®

Associate Planner

David S. Tebor

Associate Planner

Nancy Russo

Executive Assistant

Cheryl Irby

Administrative Assistant

Anissa Rembert

Office Manager

Disclosure

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