Mike is President and co-owner of Professional Financial Solutions, LLC. He completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program and passed the CFP® exam in 1999. Mike is also a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA).
Originally from southern New Jersey, Mike received a bachelor’s degree in 1986 and an MBA in finance in 1995 from Virginia Tech. Previously, Mike held positions at a major telecommunications firm, two regional financial institutions, and a mutual fund company.
Mike is married and has three adult children. He is an avid runner, including having run several full and half marathons, and he coaches youth track and cross country for SYA.
Rob serves as a financial adviser and is a co-owner of Professional Financial Solutions, LLC. He completed the CFP® Professional Education Program through the College for Financial Planning® and passed the CFP® exam in 2013. Rob is also a Registered Financial Advisor of NAPFA.
A native of Northern Virginia, he received a bachelor’s degree in finance from James Madison University in 2000. Prior to joining PFS in 2018, he worked as a wealth manager for a national financial services company that serves the military community, in addition to holding various positions at other independent advisory firms.
Rob is married and has three children. He enjoys playing golf, traveling with his family to New England, and reading stories about perseverance.
Renee serves as a financial adviser on a part-time basis and is a co-owner of Professional Financial Solutions, LLC. She completed the CFP® Professional Education Program through University of Richmond and passed the CFP® exam in 2014.
After growing up in the Philadelphia suburbs, Renee received a bachelor’s degree in public policy with a minor in finance from Princeton University in 2005, and a master’s in International Relations and International Economics from Johns Hopkins in 2009. Prior to joining PFS in 2013, she worked for the federal government and a major government consulting company.
Renee is married and has five children. She enjoys biking, playing soccer, attending activities at her church, and picking up Legos off the floor.
Drew serves as a financial adviser and is a co-owner of Professional Financial Solutions, LLC. He graduated from Virginia Tech in 2016, where he received a bachelor’s degree in finance while completing a CFP® education program. He also successfully completed the CFP® exam in 2016.
Drew moved to Arlington from Lynchburg when he began working at PFS in 2016, and he has enjoyed experiencing everything that the DC area has to offer. He likes to stay active and enjoys biking and golfing, as well as cheering on the Hokies and DC area sports teams.
Jennifer serves as a financial adviser and is a co-owner of Professional Financial Solutions, LLC. She completed the CFP® Professional Education Program through George Mason University and passed the CFP® exam in 2020.
After growing up in Northern Virginia, Jennifer earned a bachelor’s degree from Dickinson College in 1992. She received a Certificate in Accounting from University of Virginia and became a CPA in 2000. Prior to joining PFS in 2019, Jennifer worked as an accountant for small businesses and non-profit organizations.
Jennifer is married and has two children. She enjoys photography, cooking, and ringing handbells.
Megan is the Office Manager and a co-owner of Professional Financial Solutions, LLC. She has worked for PFS since 2014.
Megan hails from Northern Virginia, born and raised, and graduated from C.D. Hylton High School in Woodbridge in 2005. She brings several years of experience working as an administrative assistant for two local small businesses and also contributes determination and a strong work ethic that she has honed as a competitive powerlifter.
When you work with us at Professional Financial Solutions, your account will be managed by a team of in-house, experienced, CERTIFIED FINANCIAL PLANNER™ professionals who are committed to putting you on a solid course for financial independence and long-term success.
Each CFP® professional must complete the following requirements set by the CFP Board:
Complete a comprehensive education program on the various aspects of personal financial planning;
Pass a rigorous examination and gain the requisite years of professional experience; and
Maintain technical competence and abide by a code of ethical conduct.
Each NAPFA-Registered Financial Advisor renews a Fiduciary Oath annually and lives by three important values:
To be the beacon for independent, objective financial advice for individuals and families;
To be the champion of financial services delivered in the public interest; and
To be the standard bearer for the emerging profession of financial planning.
You can find more information about Professional Financial Solutions, LLC through the SEC’s Investment Adviser Public Disclosure website.
If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.
(703) 385-0870
