OLIO Financial Planning

Brian Talbott is a CFP® with 22 years of industry experience. He has worked at OLIO Financial Planning since 2021 and spent 18 years at The Vanguard Group, Inc. He is the owner of Talbott Bookkeeping Services, which provides general bookkeeping support. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension, profit-sharing, charitable, and corporate clients. The firm offers financial planning, investment consultation, ongoing portfolio management, retirement plan advisory, and business consultation, using a combination of fundamental, technical, charting, and cyclical analysis with a preference for ETFs, mutual funds, individual equities, and fixed income.

Michael Hughes is a CFP® with three years of experience at OLIO Financial Planning, where he has worked since 2022. Prior to joining OLIO, he spent three years at Viacom and has operated Hartwell Studios, a home-based music and entertainment business, since 2013 as a producer, audio engineer, and freelance musician. OLIO Financial Planning serves individual clients, pension and profit-sharing plans, and charitable and corporate clients, offering financial planning, investment consultation, and retirement plan advisory services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with buy-and-hold and core-and-satellite portfolio strategies, and it provides educational workshops and retirement-plan participant education uncommon for firms of its size.

John Lienert is a CFP® professional at OLIO Financial Planning with experience at SignatureFD and Tilson Technology Management. He has been with OLIO since 2026. Outside of financial advising, his background includes roles in education and health services. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and employs buy-and-hold and core-and-satellite portfolio strategies, focusing on ETFs, mutual funds, individual equities, and fixed income, with options used for hedging when appropriate.

Andrew Miller is a CFP® with 15 years of experience in the financial advisory industry. He has been with OLIO Financial Planning, LLC since 2015. The firm serves individual clients, including high-net-worth households, pension and profit-sharing plans, as well as charitable and corporate clients. OLIO combines fundamental, technical, charting, and cyclical analysis, employing buy-and-hold and core-and-satellite portfolio approaches, and offers comprehensive financial planning alongside investment consultation and retirement plan advisory services.

Brae Beggs is a financial advisor at OLIO Financial Planning with a Series 65 designation and six years of industry experience. Prior to joining OLIO in 2024, he worked at DeFrate & Paavola, LLC from 2019 to 2024. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension, profit-sharing, charitable, and corporate clients. The firm offers comprehensive financial planning and investment management using a combination of fundamental and technical analysis, with an emphasis on buy-and-hold and core-and-satellite strategies.

Amy Moore is a CFP® professional with five years of industry experience. She has worked at OLIO Financial Planning since 2020 and previously spent six years at Edward Jones. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using buy-and-hold and core-and-satellite portfolio approaches with a focus on ETFs, mutual funds, individual equities, and fixed income.

Sarah Racek is a CFP® professional with two years of experience at OLIO Financial Planning in McLean, VA. Prior to her advisory role, she held positions at Virginia Cheese Company, Virginia Tech Athletics, and Blacksburg Country Club. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension, profit-sharing, charitable, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis with buy-and-hold and core-and-satellite portfolio strategies, offering comprehensive financial planning and investment management services.

Rachel Potters is a financial advisor at OLIO Financial Planning in McLean, VA, holding a Series 65 designation with four years of industry experience. She has been with OLIO Financial Planning since 2021 and previously worked at Virginia Polytechnic Institute and State University for seven years. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm offers financial planning, investment consultation, portfolio management, retirement plan advisory, and business consultation, employing a mix of fundamental, technical, and cyclical analysis with a focus on buy-and-hold and core-and-satellite strategies.

Spencer Werres is a CFP® with five years of industry experience, currently serving as a financial advisor at OLIO Financial Planning. Prior to joining OLIO, he worked at Edward Jones and has been involved with Silver Creek Orchards since 2026. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm offers comprehensive financial planning and investment management using a combination of fundamental, technical, charting, and cyclical analysis, with an emphasis on buy-and-hold and core-and-satellite portfolio strategies.

Amanda Ansell is a CFP® professional with seven years of industry experience. She has worked at OLIO Financial Planning since 2018 and previously at Verus Financial Partners and Cornerstone Wealth Advisors. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm provides financial planning, investment consultation, portfolio management, retirement plan advisory, and business consultation, employing a combination of fundamental and technical analysis alongside buy-and-hold and core-and-satellite strategies.

Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 credential and four years of industry experience. Prior to joining OLIO Financial Planning, Kelly worked at Egan, Berger, & Weiner, LLC and held various roles at Virginia Tech, including positions in event services and the War Memorial Chapel. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using buy-and-hold and core-and-satellite portfolio strategies, and offers financial planning, investment consultation, ongoing portfolio management, and retirement plan advisory services.