CJM Wealth Advisers, LTD.

Paul Harney is a financial advisor at CJM Wealth Advisers, LTD. with 11 years of industry experience. He holds the Series 66 designation and previously worked at Kaplan Financial Group, LLC and Mason Investment Advisory Services. CJM Wealth Advisers serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, utilizing mutual funds, ETFs, individual securities, and allocations to independent managers or private funds.

Brian Jones is a CFP® professional with 25 years of experience at CJM Wealth Advisers, Ltd. in Falls Church, VA, where he has worked since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is the author of a book on financial planning for Generation X. Jones is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, along with retirement plan consulting and stand-alone financial planning.

Jessica Ness is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CJM Wealth Advisers, LTD. since 2014. She holds the Series 66 designation and is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides financial advisory services to individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management through a wrap-fee asset management program, retirement plan consulting, and financial planning, utilizing a range of investment vehicles such as mutual funds, ETFs, and private investment funds.

Tracey Baker is a CFP® with 26 years of experience and has been with CJM Wealth Advisers, Ltd. since 1999. She holds the Series 63 and Series 65 licenses and serves as President of the Financial Planning Association of Nation’s Capital. Additionally, she is a member of the Planned Giving Advisory Board at Inova Hospital Foundation. CJM Wealth Advisers, Ltd. serves individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program and offers retirement plan consulting, standalone financial planning, and variable annuity subaccount management.

Karen Blair is a CFP® with eight years of industry experience, currently serving as a financial advisor at CJM Wealth Advisers, Ltd. She previously worked at Cassaday & Company, Inc. and Mason Investment Advisory Services, Inc. among other roles. CJM Wealth Advisers, Ltd. serves individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program and offers retirement plan consulting, financial planning, and variable annuity subaccount management.

Parker Trasborg is a CFP® professional with 13 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. in Falls Church, VA. He has been with the firm since 2011. Trasborg is a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, alongside retirement plan consulting and financial planning services.

David Greene is a CFP® professional with 23 years of experience in financial advising. He has been with CJM Wealth Advisers, Ltd. since 2006. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. CJM Wealth Advisers offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, utilizing mutual funds, ETFs, individual securities, and may allocate assets to independent managers or private investment funds.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, LTD. based in Falls Church, VA. He has worked exclusively with CJM Wealth Advisers since 2014. CJM Wealth Advisers, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, along with retirement plan consulting and financial planning services.

Lisa Brandau is a CFP® professional with 12 years of industry experience, currently serving as an advisor at CJM Wealth Advisers, LTD. She previously worked at Aspect Partners for nine years before joining CJM Wealth Advisers in 2018. CJM Wealth Advisers, LTD. provides investment advisory services primarily on a wrap-fee basis to individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and may engage independent managers or private funds, while also offering retirement plan consulting and financial planning services.

Tina Babicz is a CFP®-certified financial advisor with over 20 years of industry experience. She has been with CJM Wealth Advisers, Ltd. since 2000 and also serves as an adult education instructor in basic financial planning for Fairfax Public Schools. CJM Wealth Advisers, Ltd. provides investment advisory services primarily on a wrap-fee basis to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm uses a range of investment vehicles and strategies, including mutual funds, ETFs, individual securities, and allocations to independent managers or private funds, and offers retirement plan consulting and ongoing participant education.

Mary Price is a financial advisor at CJM Wealth Advisers, LTD. in Fairfax, VA, holding a Series 65 designation with one year of industry experience. She previously worked at Wealthspire Advisors and Joel Isaacson & Co. before joining CJM Wealth Advisers. CJM Wealth Advisers serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program, employing mutual funds, ETFs, individual securities, and allocations to independent managers or private investment funds.

Anthony Jones is a CFP® professional with three years of experience in the financial advisory industry. He is affiliated with CJM Wealth Advisers, LTD., based in Falls Church, VA, where he has worked since 1998. CJM Wealth Advisers, LTD. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management primarily through a wrap-fee asset management program and provides retirement plan consulting, standalone financial planning, and variable annuity subaccount management.