Chairman

John Mullis has been in the financial services industry for over 35 years. John has had vast experience working with employer groups of all sizes to create retirement planning solutions for their organizations. His background is very diverse, ranging from being a Vice President in a large regional bank’s Trust Department, to Senior Vice President of Operations for the US and Caribbean of a major insurance company. He has worked with pre-retirees and retirees all over the US to develop retirement plans that fit their goals for today and evolve into efficient distribution plans to meet their future needs.

CFP®, CEO and Managing Partner

Angela Bender has a keen understanding—honed by more than 20 years in financial services—that success is different for each person. Her “advance and defend” asset management process embodies this strategy, helping her clients succeed today and tomorrow.

Angela and her team at family-owned AMJ Financial Wealth Management, located in Leesburg, Virginia, take the time to consult with each client individually and plan the best course of action so that the client feels comfortable. Her team also continuously monitors the plan to make sure it remains on target. AMJ believes that for anyone and everyone, wealth management can be made simple.

She has been an entrepreneur in the financial services industry since 1997. A Certified Financial Planner™ and an Ed Slott Master Elite Advisor, Angela has been voted a “top financial professional” by Northern Virginia Magazine for the past seven years. She is also a Certified Long Term Care specialist; a well-established speaker in the Washington, DC, area; and a consistently sought-after expert for contributions to articles on personal finances. She is involved in her local community as president of the Loudoun Estate Planning Council and has served on the board of the Community Foundation of Loudoun and Northern Fauquier Counties.

In addition, Angela is committed to educating the community with her workshops on sound investment strategies and other timely financial topics, including tax reform and Social Security planning. She and her team at AMJ work with clients to improve the overall efficiency of their investments, as well as to help increase investment returns through proper asset allocation. She is dedicated to helping her clients reap the rewards of a well-planned, well-informed retirement.

BROKERCHECK

CPA, Chief Operating Officer

A Certified Public Accountant, Brett Bender is an experienced chief financial officer for small- and medium-sized businesses. His strength is focused on financial and administrative management for high-growth organizations.

Brett specializes in helping startups, small, and medium-size enterprises with their financial and strategic planning, including preparing and analyzing financial statements, business and cash flow forecasting, evaluating and implementing accounting software, preparing business plans, tax management, and business insurance.

As Chief Operations Officer for AMJ Financial, Brett provides daily leadership and support for a team of investment and advisory professionals and assists them with tax planning and maintaining tax efficient portfolios for clients.

* Not registered with TRIAD ADVISORS LLC

Director of Operations

Robin Benjamin has been with AMJ Financial since 2008 and is currently our Director of Operations. She came to AMJ Financial with over 20 years of sales and marketing experience of which 13 years were spent in media advertising. Robin’s responsibilities include managing our support staff in the following areas: new client development; scheduling/confirmation of client appointments; new account opening and processing; client account maintenance; coordinating educational seminars and client appreciation events; new and existing client correspondence to include weekly and quarterly newsletters. Robin communicates with our clients regularly to ensure that our clients’ service requirements are met on an ongoing basis.

* Not registered with TRIAD ADVISORS LLC

CFP®, Manager of Financial Planning

Fridtjov Markussen joined AMJ Financial Wealth Management in 2015. He began his financial services career in 2000 after a career in the IT consulting industry. His prior financial services roles include serving in the Private Client Group of Legg Mason Wood Walker, as an Investment Consultant for TD Ameritrade, and most recently, as an independent financial planner with Waddell & Reed. He has broad experience serving clients’ investment, retirement, education funding, and risk-management needs. He is a Certified Financial Planner Practitioner™ with a special focus on strategic asset allocation and retirement income planning strategies. He is committed to helping clients achieve greater long-term financial security by providing the highest level of professional guidance.

BROKERCHECK

CFP®, Assistant Portfolio Manager

Laken Barber joined the AMJ Financial team in 2016. She graduated from Virginia Tech in 2016 with a degree in Applied Economic Management with a focus in Financial Planning. During her time at Virginia Tech, she was involved in the Virginia Tech Financial Planning Association student chapter. She chose the Financial Planning focus because of the opportunity to help people achieve their financial goals. Laken’s responsibilities include daily portfolio check-ins, assist with trading and research, lead components of client Funding meetings and other client services as needed. She has obtained her Series 65 securities license, and in 2018 earned her designation as a Certified Financial Planner™.

Associate Wealth Advisor, CFP®

Megan Hill joined the AMJ Financial Wealth Management team in 2018. As associate wealth advisor, she will focus her service on creating strategies to help clients achieve their financial goals ahead of schedule, as well as directly assist clients with a myriad of needs. Megan comes to the firm after graduating from Virginia Tech’s CFP Certification Education Program with a degree in Applied Economic Management in 2018. At Virginia Tech, Megan enjoyed taking classes about how to manage relationships with clients and the impact that income tax planning has on a financial plan. She is motivated by creating meaningful relationships with people and seeing the success a financial planner can help clients achieve.  Megan earned her designation as a Certified Financial Planner™ in 2019.

* Not registered with TRIAD ADVISORS LLC

Wealth Advisor, CFP®

Tucker Holt joined AMJ in 2019. As wealth advisor, Holt will focus his service on creating strategies to help clients achieve their financial goals ahead of schedule. He has worked in the financial services industry for more than four years, most recently as a Financial Consultant with Middleburg Investment Services. Prior to that, he worked in investment consultant positions with Scottrade and ICS Financial. Holt graduated from Florida State University with a degree in Hospitality Management and earned his MBA from the University of Mary Washington. He is a Certified Financial Planner Practitioner™ and he has also obtained his Series 7 and 66 securities licenses.

BROKERCHECK

CFP®, Associate Wealth Advisor

Bianca San joined the AMJ Financial Wealth Management team in June 2019 as assistant paraplanner after an in-depth internship with the company in 2018. She was promoted to senior paraplanner, and now, after earning her designation as a Certified Financial Planner,™ in 2021, is an associate wealth advisor. As associate wealth advisor, she will focus her service on creating strategies to help clients achieve their financial goals ahead of schedule, as well as directly assist clients with a myriad of needs. Bianca graduated from Virginia Tech in 2019 with a degree in Finance and a concentration in Financial Planning. She was involved in the Virginia Tech Financial Planning Association student chapter and enjoyed learning about managing client relationships and the many components of financial planning, especially retirement and tax.

* Not registered with TRIAD ADVISORS LLC

Client Service Associate

Chris Breighner joined AMJ Financial Wealth Management in 2016 as front desk receptionist and administrative assistant. She is the primary point of contact for scheduling all appointments and works alongside the AMJ Team to meet ever-changing client needs with a smile. Chris has 10 years of teaching experience, four with Loudoun County Public Schools. Prior to that, she served in the U.S. Air Force as a public affairs officer with assignments in Texas and Missouri and participated in Operation Allied Force (Kosovo) and operations in the Persian Gulf.

* Not registered with TRIAD ADVISORS LLC

ChFC®, Senior Paraplanner

Dave Weiss joined the AMJ team as Paraplanner in June of 2021 after having spent the previous year and a half working as a paraplanner at a registered investment advisor in Reston, VA. Prior to that, he spent 16 years on various assignments in the military and intelligence community. Dave works closely with AMJ’s Planning Team to develop and update tailored financial plans for clients. Dave holds the Series 65 Securities license, a Chartered Financial Consultant® designation, and is working towards the Certified Financial Planner® certification.

* Not registered with TRIAD ADVISORS LLC

Paraplanner

James Ventrelli joined the AMJ Financial Wealth Management team as a paraplanner in January of 2022, after graduating from Virginia Tech in December of 2021. James graduated with a degree in Finance and a concentration in Financial Planning under the CFP® certification education program. He was involved with the Virginia Tech Financial Planning Association during his time at school, serving as the Community Outreach officer and the Secretary for the organization, where he learned more about how advisors in the profession help clients reach their goals. As a paraplanner at AMJ, James is a key conduit between clients and the wealth advisory team, keeping financial plans up-to-date and on track.

* Not registered with TRIAD ADVISORS LLC

Client Service Associate

Beverly Sheffield, a native of Loudoun County, VA, joined AMJ Financial Wealth Management in 2022. As Client Service Associate, she manages a variety of special projects for both clients and a growing staff. Her focus is centered around internal operations and projects such as training manuals, process improvement, marketing, and special events. Beverly brings more than 20 years of experience in customer service and operations to her ever-expanding role at AMJ.

* Not registered with TRIAD ADVISORS LLC

Paraplanner

Luke Estep joined the AMJ Financial team as a Paraplanner in June of 2022. A native of Woodstock, VA, he graduated with a degree in Business Administration with a concentration in Finance from Roanoke College. During his time at Roanoke, Luke was also a member of the baseball team. As a paraplanner, Luke aids advisors in the tailoring and maintaining of financial plans to keep up with client needs, as well as important data collection prior to review meetings, spearheading account openings, and more. He recently earned the Financial Paraplanner Qualified Professional designation and is studying for his Series 65.

* Not registered with TRIAD ADVISORS LLC

Paraplanner

A native of Forest, Virginia, Luke Fowler joined the AMJ Financial Wealth Management team as a paraplanner in July of 2022. He comes to the firm after graduating from Virginia Tech’s CFP® Certification Education Program with a degree in Finance in May of 2022. While at Virginia Tech, Luke was an active member in the Virginia Tech Financial Planning Association. Luke enjoyed learning about managing relationships with clients and the various components of financial planning, especially retirement and education. Outside of the office, Luke enjoys traveling, working on his golf game, and spending time with family and friends.

* Not registered with TRIAD ADVISORS LLC

Associate Wealth Advisor

Eric joined the AMJ team as an Associate Wealth Advisor in July 2022.  A native of Philadelphia, he previously worked as an independent financial advisor with securities offered through Purshe Kaplan Sterling Investments, and then as an advisor at Charles Schwab’s Alexandria, VA, location.  Eric enjoys connecting with clients, getting to know their unique aspirations and concerns, and providing professional financial guidance to help shape their future.  Eric graduated from James Madison University with a degree in Economics.  He also maintains his series 7 and 66 licenses and is currently pursuing his Certified Financial Planner® professional certification.

Portfolio Analyst

Luke Jackson joined the AMJ Financial Wealth Management team as a portfolio analyst in 2022. He graduated from Virginia Tech in May of 2022 with a degree in Finance under the Chartered Financial Analyst concentration. While at Virginia Tech, he invested his own money where he learned more about how to analyze companies as well as the market. Luke is pursuing his CFA charter and passed Level I in 2021. Preparing for the tests have helped both his portfolio management skills and overall investment knowledge. As a portfolio analyst at AMJ, Luke assists with trading and research, as well as preparing reports and helping with client presentations.

* Not registered with TRIAD ADVISORS LLC