AMJ Financial Wealth Management LLC

Caroline Ludwick is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 credential and two years of industry experience. Her prior work includes roles at Fannie Mae and FINRA, as well as positions at James Madison University and Highlands Swim and Tennis Club. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process and offers client-specific portfolios, educational workshops, and a range of retirement plan services.

Angela Bender is a CFP® professional with 19 years of experience in financial advisory services. She is affiliated with AMJ Financial Wealth Management LLC and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. She serves as president of the Loudoun Estate Planning Council, a community organization focused on estate planning. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm employs a research-driven investment approach and offers client-specific portfolios using a diverse range of asset classes.

Sean Mc Carthy is a financial advisor at AMJ Financial Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining AMJ Financial Wealth Management, he held roles at Bogart Wealth and has a background that includes positions in education and various other industries. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm employs a research-driven investment approach that incorporates macroeconomic, fundamental, and quantitative analysis, and offers client education through workshops and personalized retirement plan guidance.

James Ventrelli is a financial advisor at AMJ Financial Wealth Management LLC in Leesburg, VA, holding a Series 65 designation with two years of industry experience. He has been with AMJ Financial Wealth Management since 2022 and was previously a student from 2013 to 2021. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment process that incorporates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios.

John Mullis is a financial advisor with AMJ Financial Wealth Management LLC in Leesburg, VA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with AMJ Financial since 2012. In addition to his advisory role, Mullis sells fixed annuities through a separate business under the DBA AMJ Financial LLC, working approximately four hours per week. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Joshua Cohen is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Glory Days, Domino’s, James Madison University, and Staples. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and small business consulting, using a research-driven approach that incorporates macroeconomic, fundamental, and quantitative analysis.

Matthew Albritton is a CFP® professional with 14 years of industry experience, currently serving at AMJ Financial Wealth Management LLC since 2024. His prior experience includes roles at Sagevest Wealth Management, Pegasus Financial Group, Unitedplanners Financial Services of America, and Clarion Wealth Management Partners. He is also licensed as a life insurance agent in Chantilly, VA, conducting limited non-securities insurance sales. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients such as retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement tailored portfolios.

Ashley Barber is a CFP® with nine years of industry experience, currently serving as a financial advisor at AMJ Financial Wealth Management LLC. She has been with the firm since 2016 and previously worked at Virginia Tech from 2012 to 2016. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and small business consulting. The firm utilizes a research-driven investment process combining macroeconomic, fundamental, and quantitative analysis to build client-specific portfolios.

Brett Bender is a financial advisor with AMJ Financial Wealth Management LLC, holding a Series 65 designation and nine years of industry experience. He has been with AMJ Financial since 1997 and AMJ Financial Wealth Management since 2012. Outside of advisory work, he is a member and owner of AMJ Financial LLC, where he manages office operations and accounting functions. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients including retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing a research process that integrates macroeconomic, fundamental, and quantitative analysis to implement client-specific portfolios across multiple asset classes.

Luke Estep is a CFP® and holds a Series 65 license with AMJ Financial Wealth Management LLC, where he has worked for four years. He has two years of industry experience and previously worked at Appleland Sport Center for three years. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm uses a research-driven investment process incorporating macroeconomic, fundamental, and quantitative analysis to build customized portfolios across multiple asset classes.

Kevin Brown is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with AMJ Financial Wealth Management LLC and Osaic Wealth, INC., having previously worked at Triad Advisors, Ameriprise Financial Services, and Virginia Polytechnic Institute and State College. AMJ Financial Wealth Management serves individual and high-net-worth clients as well as institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and legacy management. The firm employs a research-driven investment process and provides client-specific portfolios with ongoing monitoring and rebalancing.

Tucker Holt is a CFP® with 10 years of industry experience, currently serving at AMJ Financial Wealth Management LLC. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, LPL Financial LLC, and Scottrade, Inc. Outside of his advisory work, he is the owner and host of The Dad Golf Podcast, a non-investment-related podcast. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a research-driven investment process that combines macroeconomic, fundamental, and quantitative analysis to construct and monitor client portfolios.

Fridtjov Markussen is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with AMJ Financial Wealth Management LLC, where he has served as Director of Financial Planning since 2015. Prior to this, he was associated with Triad Advisors, Inc. Markussen is also a licensed insurance agent and provides insurance recommendations through an affiliated brokerage. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary investment management alongside financial planning and retirement plan advisory services. The firm employs a research-driven approach combining macroeconomic, fundamental, and quantitative analysis to build tailored investment portfolios.

Alexis Peed is a financial advisor at AMJ Financial Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Little Hokie Hangout and Virginia Tech. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and small business consulting. The firm employs a research-driven investment process and offers client-specific portfolios that include mutual funds, ETFs, equities, fixed income, and options strategies.

Luke Jackson is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor with AMJ Financial Wealth Management LLC. He has two years of industry experience and previously worked at Amazon and The Lunch Box. AMJ Financial Wealth Management serves individual, high-net-worth, and institutional clients by offering discretionary investment management, financial planning, retirement plan advisory, small business consulting, and legacy management. The firm employs a research-driven investment approach using a diversified mix of asset classes, supported by regular portfolio reviews and client-specific investment policies.