Broker Check

Team

 

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

CEO and Senior 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, CFP®, APMA®

Investment Research/Associate Planner

[email protected]

Irina is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Portfolio Management AdvisorSM specializing in investment planning at GFP. With a Master's degree in Economics, she has been working in financial services since 1998.

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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 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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Our "behind the scenes" Team

Our "financial therapy" office dogs, aided by our Office Manager and Client Services Coordinator, are important members of our team.

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