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

CEO and Senior Financial Planner/Investment Advisor

(301) 461-8492

Debbie is a CFP™ and provides client-centered financial planning and wealth management. She works closely with clients to develop personalized strategies and action plans for attaining goals..

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Irina Gabidullina, CFP®, APMA®

Investment Advisor/Associate Planner

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, CSLP®

Planning Associate

Courtney helps clients organize finances and develop spending, savings, and loan payoff plans. She's a Certified Student Loan Professional, assisting clients navigate the intricate rules of student loans, 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

This summer, David is using the skills he learned at school as research assistant writing for our blog and working on marketing, analytics, and podcasting before he leaves to start his MPP at Georgetown.

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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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