Northwest Financial Advisors LLC

Kevin Fisher is a financial advisor at Northwest Financial Advisors LLC with over 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Fisher has held leadership roles including President and CEO of several affiliated entities and has been involved with multiple financial and insurance-related businesses since 2005. Northwest Financial Advisors LLC provides investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm employs a long-term, asset-allocation-driven approach and manages approximately $1.92 billion in discretionary assets, offering customized portfolios through various LPL Financial programs.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Northwest Financial Advisors LLC and Northwest Financial Group LLC since 2016 and has been affiliated with LPL Financial since 2015. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach utilizing multiple advisory programs through LPL Financial.

Jerry Guido is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He currently serves at Northwest Financial Advisors LLC and has prior roles including work with LPL Financial and NW Insurance Agency LLC. In addition to his advisory work, he is involved in tax preparation and accounting. Northwest Financial Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm employs a long-term, asset allocation-driven approach and offers customized portfolios through multiple advisory programs, serving clients with approximately $1.92 billion in discretionary assets under management.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

Barry Bass is a CFP® and ChFC® with 21 years of industry experience. He is currently with Northwest Financial Advisors LLC in Herndon, VA, and has prior experience at Fulton Bank and Raymond James Financial Services. Outside of his advisory role, he is also co-owner of B&B Rocky Knoll Farms LLC. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach with customized portfolios implemented through multiple advisory programs.

Nicholas Tupaj is a CFP®-designated financial advisor with Northwest Financial Advisors LLC, based in Herndon, VA, and has four years of industry experience. His background includes roles at Northwest Federal Credit Union and educational affiliations with Kansas State University and George Mason University. Northwest Financial Advisors LLC serves individuals, trusts, estates, employer-sponsored plans, and other entities, managing approximately $1.92 billion in discretionary assets. The firm uses a long-term, asset-allocation-driven approach with customized portfolios and offers investment strategies through LPL Financial programs, including a range of securities from mutual funds to alternative investments.

Janna Vloet is a financial advisor with Northwest Financial Advisors LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones and Navy Federal Credit Union. Outside of her advisory role, she owns a business selling collectibles. Northwest Financial Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm uses a long-term, asset-allocation-driven approach and offers customized portfolios through multiple advisory programs.

Joseph Wilson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and TD Ameritrade. Outside of his advisory work, he provides administrative support to Northwest Financial Advisors, an independent investment advisory firm. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through multiple advisory programs.

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and eight years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016, following a prior role at Omega Wealth Management and education at Virginia Tech. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach with portfolios customized by investment adviser representatives.

Deatrice Johnson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial, LLC and Northwest Financial Advisors since 2016 and has additional experience in commercial real estate with Long and Foster Real Estate, Inc. Johnson also provides administrative services for Northwest Financial Advisors. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through LPL Financial programs.

Nikyla Young is a CFP®-certified financial advisor with eight years of industry experience. She has been with Northwest Financial Advisors LLC since 2017 and also maintains affiliations with LPL Financial, LLC. Outside of advisory work, she is involved with NW Insurance Agency, providing non-variable insurance services. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, and fiduciary services to individuals, trusts, estates, and employer-sponsored plans. The firm uses a long-term, asset-allocation-driven approach and manages approximately $1.92 billion in discretionary assets.

Jonathan Adams is a financial advisor at Northwest Financial Advisors LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial, LLC since 2007 and at Northwest Financial Advisors LLC since 2014. Adams also sells non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment management, financial planning, and fiduciary services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through various LPL Financial programs.

Jiashuo Qin is a CFP® with five years of industry experience, currently serving as an advisor at Northwest Financial Advisors LLC in Herndon, VA. Prior to joining Northwest Financial Advisors, Qin held roles at LPL Financial, Wells Fargo Clearing, Charles Schwab, and TD Ameritrade. Outside of his advisory work, he has been involved in media-related ventures earlier in his career. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, offering customized portfolios through multiple advisory programs and a range of investment strategies.

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.