Financial Planning Services

Financial Planning Services Contact Details

This section contains the financial planning services contact details to help you find reputable financial advisors and firms.

Ameriprise Financial Services, Inc.
4000 Legato Ste 1100, Fairfax, VA 22033
(703) 896-7956
theodore.s.davis@ampf.com
www.ameripriseadvisors.com/theodore.s.davis/^[1]

Dwayne A. Jackson, CFP, AIT – Rembert/Pendleton/Jackson
7647 Leesburg Pike, Falls Church, VA 22043
(703) 821-6655
daj@rpjadvisors.com
www.rpjadvisors.com^[1]

Tyler Weerden, CFE – Layered Financial
160 Dockerel Road, Tolland, CT 06084
(860) 325-2298
tyler@layeredfinancial.com
www.layeredfinancial.com^[1]

Kim Luu-Tu, Private Wealth Advisor – Ameriprise Financial Services
301 Maple Avenue W, Suite 520, Vienna, VA 22180
(703) 766-2025
Kim.c.luu-tu@ampf.com
www.ameripriseadvisors.com/kim.c.luu-tu/^[1]

Mike McLenigan, CFP – Professional Financial Solutions LLC
10517A West Drive, Fairfax, VA 22030
(703) 385-0870
mmclenigan@profinancialsolutions.com
www.profinancialsolutions.com^[1]

Karen Schaeffer, CFP – Schaeffer Financial
4612 Great Oak Rd., Rockville, MD 20853
(301) 933-5550
Kaitlin@schaefferfinancial.com
www.schaefferfinancial.com^[1]

Andrew G. Soles CFP® – Northwestern Mutual
2001 Pennsylvania Avenue NW, 10th Floor, Washington, DC 20006
(202) 352-1859
Andrew.soles@nm.com
andrewsoles.nm.com^[1]

Joe Sullender, CFP – Sullender Utley Financial Group LLC
1750 Tysons Blvd., Suite 1500, McLean, VA 22102
(571) 385-2800
joe@sullenderutley.com
sullenderutley.stewardpartners.com^[1]

References

• [1] Financial Planners, Tax Help and Estate Planners