Debbie Heffernan Gallant, CFP®, ChFC®, RLP®

CEO and Senior Financial Planner/Investment Advisor

(301) 461-8492

Debbie works closely with clients to develop personalized strategies and action plans for creating their financially sustainable future while also making a positive difference for those in the "global village."

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Irina Gabidullina,  CFP®, APMA® , WMCP® 

Investment Advisor/Associate Planner

Irina is a CERTIFIED FINANCIAL PLANNER™, an Accredited Portfolio Management AdvisorSMand a Wealth Management Certified Professional® specializing in investment and tax planning for our clients.

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Courtney Barnes, CSLP®

Financial Planning Advisor

Courtney is a financial planning advisor and introduces clients to our software tools and gathers information to support our planning and advisory services. She's a Certified Student Loan Professional and is studying for her CFP®.

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Kim Creque

Client Investment Accounts Coordinator

Kim has been working with us for over 5 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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David Benko

Research Assistant (part time)

David is currently enrolled in the Master of Public Policy program at Georgetown University. A graduate of George Mason University, he studied International Politics and Data Analysis. David is research assistant at GFP, writing for...

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"Financial Therapy" Dogs

Our “financial therapy” dogs serve a less formal, but no less important role from the rest of our employees. From left to right, Winston, Blue, and Holly love meeting clients and sleeping in the office during appointments....

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