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  • Patricia P. Houlihan, CFP®
    • Patricia P. Houlihan, has been active in the field of corporate and personal financial planning since 1983. Prior to entering the financial planning profession, she was a mathematics teacher with Fairfax County Public Schools.
  • Ryan P. Houlihan
    • Ryan received his BBA with concentration in both Finance and Marketing with Honors from James Madison University in 2000 and was also inducted as a member of the Golden Key National Honor Society.
    Carlton received his BA in Psychology from Miami (Ohio) University in 2006.  In 2007, he earned an Executive Certificate in Financial Planning at the Georgetown University Center for Continuing and Professional Education.