Advisors at this firm
Mikayla R
Series 65
Mclean, VA
Capitol Financial Consultants, Inc.
Mikayla Rodarte is a financial advisor at Capitol Financial Consultants, Inc. with one year of industry experience. She holds a Series 65 designation and has prior work experience at George Mason University and Westfield High School. Outside of her advisory role, she is the lead instructor and general manager at Kore Defense Industries, where she teaches martial arts and manages youth and women’s programs. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach with adjustments based on market conditions and offers ancillary services including tax preparation and business planning.
Joshua S
Series 63, Series 65
Mclean, VA
Capitol Financial Consultants, Inc.
Joshua Stillman is a financial advisor with Capitol Financial Consultants, Inc. in McLean, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Capitol Financial Consultants since 2014. Outside of his advisory role, he serves as an adjunct professor at George Mason University, teaching a financial planning and wealth management capstone course. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach based on in-house asset allocation models and fundamental analysis, managing approximately $230 million in client assets with a four-advisor team.
Jeffrey L
CFP®, ChFC®, Series 66
Mclean, VA
Capitol Financial Consultants, Inc.
Jeffrey Lippman is a CFP® and ChFC® with 19 years of experience in financial advising. He has been with Capitol Financial Consultants, Inc. since 2011, where he serves as a financial advisor focusing on comprehensive financial planning, asset allocation, and investment advice. Outside of his primary role, he is involved in the referral of group insurance products. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs in-house asset allocation models and a buy-and-hold investment strategy, utilizing fundamental analysis and manager interviews to guide portfolio management.
Joel S
CFP®, Series 63
Mclean, VA
Capitol Financial Consultants, Inc.
Joel Stillman is a CFP® with 43 years of experience in the financial services industry. He is president and COO of Capitol Financial Consultants, Inc., and has held leadership roles at several firms including Sterling Wealth Management, Inc. and Capitol Securities Management, Inc. Outside of his advisory work, he serves as a basketball referee. Capitol Financial Consultants provides financial planning and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy based on in-house asset allocation models, fundamental analysis, and manager interviews, offering both discretionary and non-discretionary account management along with ancillary services such as tax preparation and business planning.