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Mark Swartz, JD, CLU, ChFC , CFP®
Managing Partner


Visit My Website
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0400
F: 703-205-0364
LinkedIn
CA Insurance License Number: 0778774

 

  • 30+ years of industry experience
     
  • B.S. in Business from Drexel University and J.D. from Temple University of Law
     
  • Holds FINRA Series 4, 6, 7, 24, 53, 63, 65
     
  • Member of the Society of Financial Service Professionals, the Financial Planning Association, the Association for Advanced Life Underwriting,and the DC Estate Planning Council
     
  • Resides in Potomac, MD

 

Luther Ensminger, Jr., CPA, ChFC, CLU
Senior Partner


Visit My Website
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0352
F: 703-207-0942
LinkedIn
CA Insurance License Number: 0C87378
  • 17+ years of industry experience
     
  • B.S. in Business Administration from Virginia Tech
     
  • Holds FINRA Series 6, 7, 24, 26, 63, 65
     
  • Member of the American Institute of CPAs, Virginia Society of CPAs (Northern Virginia Chapter), and the Society of Financial Service Professionals
     
  • Resides in Oak Hill, VA

 

Tak Fung, CFP®, CLU
Senior Partner


Visit My Website
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0316
F: 703-207-0942
  • 13+ years of industry experience
     
  • B.S. from Brighton Polytechnic, M.B.A. from Warwick University
     
  • Holds FINRA Series 6, 7, 24, 63, 65
     
  • Resides in Centreville, VA

 

Tom Natoli, CFP®, CLU, ChFC
Senior Partner


Visit My Website
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0365
F: 703-207-0942
LinkedIn
CA Insurance License Number: 0E90280
  • 23+ years of industry experience
     
  • B.B.A. in Accounting from Siena College and M.A. in Financial Management from the Catholic University of America
     
  • Holds FINRA Series 6, 7, 63, 65
     
  • Resides in Alexandria, VA

 

Mark Dolfis, CFP®
Partner


www.TodayWealthManagement.com
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0320
F: 703-207-0942
LinkedIn
  • 10+ years of industry experience
     
  • B.E. from Vanderbilt University
     
  • Holds FINRA Series 7, 66
  • President, Accelerated Business Connection of Tyson’s Corner; Former President, Washington Executives Association; President, Brecon Ridge Community Council; and Board Member, Shelter House, Inc.
     
  • Resides in Fairfax, VA

 

Carolyn Juan
Partner


Visit My Website
3141 Fairview Park Drive, Suite 250
Falls Church , VA 22042
P: 703-205-0405
F: 703-207-0942
  • 8+ years of industry experience
     
  • B.S. from Virginia Tech
     
  • Holds FINRA Series 6, 7, 63, 66
     
  • Volunteer Coordinator for the Montgomery Youth Hockey Association
     
  • Resides in Rockville, MD

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck