Advisors Financial, Inc.

Karen Monborne is a CFP® professional with seven years of industry experience, currently serving at Advisors Financial, Inc. in Vienna, VA. She has been with Advisors Financial since 2011. Advisors Financial, Inc. is a team-based firm providing customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm utilizes a discretionary, multi-year investment approach guided by an internal committee, offering both proprietary managed accounts and model strategies through an institutional platform.

Joseph Van Name is a financial advisor at Advisors Financial, Inc. with 18 years of industry experience. He holds the CFP® designation and Series 63 license, and has been associated with Advisors Financial since 2001 and Cetera Advisor Networks since 2013. Outside of his advisory role, he serves in leadership and committee positions with several nonprofit organizations, including as vice president of the board of trustees for the Masonic Foundation of the District of Columbia and president of the board of trustees for IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a discretionary, multi-year investment approach guided by an internal committee and offers both proprietary and third-party strategies while operating under a fiduciary standard.

David Mulhearn is a financial advisor at Advisors Financial, Inc. He holds a Series 65 designation and has six years of industry experience. Prior to joining Advisors Financial in 2019, he worked at Washington College from 2015 to 2019. Advisors Financial, Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs an internal investment committee to guide decisions and manages portfolios primarily on a discretionary, multi-year basis, using a range of domestic and international securities.

Susan Warren is a Certified Financial Planner (CFP®) with 14 years of industry experience. She has worked at Advisors Financial, Inc. since 2007 and was previously with Cetera Advisor Networks LLC from 2013 to 2018. Advisors Financial, Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs an internal investment committee for fundamental analysis and manages portfolios primarily on a discretionary, multi-year horizon using a variety of domestic and international securities.

Amy Hoffman is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Advisors Financial, Inc. since 2007 and previously worked at Cetera Advisor Networks LLC from 2013 to 2018. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care insurance. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fiduciary standard, managing portfolios primarily on a discretionary, multi-year basis with an investment committee that conducts fundamental analysis and meets regularly.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. Prior to joining Advisors Financial, he worked at Fairfax Water for 17 years. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm uses a discretionary, multi-year investment approach guided by an internal committee and offers both proprietary and third-party strategies, operating under a fiduciary standard.