Monument wealth Management

Jessica Gibbs is a CFP® professional with nine years of experience in financial advising. She has been with Monument Wealth Management since 2015. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary and non-discretionary portfolio management along with financial planning. The firm employs a variety of model strategies using ETFs, mutual funds, and equities, combining fundamental analysis with technical methods, and generally custodians assets at Charles Schwab.

Cathleen Phelps is a financial advisor at Monument Wealth Management in Alexandria, VA, holding a Series 65 designation with four years of industry experience. She has been with Monument Wealth Management since 2015. Outside of advising, she is the manager and member of CDP Consulting LLC, a consulting business based in Alexandria. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and consultation services. The firm constructs portfolios using ETFs, mutual funds, and individual equities across several model strategies, applying fundamental, cyclical, and technical analysis.

David Nelson is a CFA® charterholder with 21 years of industry experience. He has been with Verdence Capital Advisors, LLC since 2017 and previously worked at Pagnato Karp Partners, LLC. Nelson is a partner in an investment partnership, Hunt Valley Partners, for personal investment purposes. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions across various asset types and offers specialized services such as family office support and a Sports & Entertainment practice.

Bianca San is a CFP® with three years of industry experience, currently serving as a financial advisor at Monument Wealth Management. She previously worked at Osaic Wealth, Cassaday & Company, and AMJ Financial Wealth Management. Monument Wealth Management advises individuals, high-net-worth clients, trusts, and estates, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm utilizes a range of model strategies and combines fundamental analysis with technical methods, managing assets primarily through Charles Schwab.

Emily Harper is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Monument Wealth Management since 2017. Prior to joining Monument, she worked at LPL Financial LLC and T. Rowe Price Investment Services. Monument Wealth Management advises individuals, high-net-worth clients, trusts, and estates, offering discretionary and non-discretionary portfolio management along with financial planning. The firm employs a range of strategies including ETFs, mutual funds, and individual equities, emphasizing fundamental and technical analysis.

Dean Catino is a CFP® professional with 24 years of industry experience, currently serving at Monument Wealth Management since 2012. He previously worked at LPL Financial from 2008 to 2018. Monument Capital Management advises individuals, high-net-worth clients, trusts, and estates, offering discretionary and non-discretionary portfolio management along with financial planning. The firm utilizes a range of model strategies built from ETFs, mutual funds, and individual equities, combining fundamental and technical analysis, and generally custodians assets at Charles Schwab.

Nathan Tonsager is a financial advisor at Monument Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Madison Ave Securities, Campbell Wealth Management, LPL Financial, Bank of America, Merrill Lynch, and Buttonwood Partners. Monument Capital Management serves individuals, high-net-worth clients, trusts, and estates by providing discretionary and non-discretionary portfolio management along with financial planning and consultation. The firm employs a range of model strategies using ETFs, mutual funds, and individual equities, combining fundamental analysis with technical methods and generally custodians assets at Charles Schwab.

David Armstrong is a CFA® charterholder with 26 years of industry experience. He has been with Monument Wealth Management since 2013 and previously worked at LPL Financial. Outside of his advisory role, he serves as Chair of the Investment Committee and Director on the board of a community foundation, hosts and produces a leadership podcast, and operates a charter boat sightseeing business. Monument Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a range of model strategies primarily using ETFs, mutual funds, and individual equities, combining fundamental, technical, and cyclical analysis in its investment approach.

Lucas Hodge is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Preston Wealth Advisors, LLC and Mason Investment Advisory Services, Inc. Before entering the financial industry, he held roles in retail and public affairs. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.