Broker Check

Team

 

Debbie Heffernan Gallant, CFP, ChFC, RLP

CEO and Financial Planner/Investment Advisor

(301) 461-8492

[email protected]

Debbie is a CERTIFIED FINANCIAL PLANNER™ and provides client-centered financial life planning and wealth management. She works closely with clients to develop personalized strategies that address both short-term and long-term needs.

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Irina Gabidullina, APMA

Investment Research/Associate Planner

[email protected]

Irina is an Accredited Portfolio Management AdvisorSM specializing in investment planning, and has been in financial services since 1998. She is a CERTIFIED FINANCIAL PLANNER™ professional candidate with a Master's in Economics.

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Courtney Barnes

ParaPlanner/Client Services Support

Courtney has been providing her energy and enthusiasm for finance to a variety of client services. She is enrolled in the CERTIFIED FINANCIAL PLANNER™ professional program at The American College.

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Kim Creque

Client Investment Accounts Coordinator

Kim has been working with us for over 4 years, assisting clients with investment account opening and transfers. Kim guides our clients through the sometimes complex account transfer forms and keeps in eye on the status of paperwork.

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