John E. Girouard
CEO & President
CFP®, ChFC, CFS, CLU
Author and Entrepreneur, John grew up the youngest of four sons in Hartford, Connecticut, wearing hand-me-downs and working odd jobs to pay his way through parochial school and the University of Maryland while earning his BA in Economics.
He built his career in the investment world by combining family lessons about frugality with a strong desire to help others improve their lives by achieving financial peace-of-mind.
Working with thousands of clients over thirty years, he developed some basic principles - what he calls "truths" about money that combine common sense (wealth comes from ownership and control) with honest, impartial advice (investments are not "products").
Since 1984 he has been President and CEO of CAPITAL Asset Management Group, and is the founder of the Institute for Financial Independence, which offers educational programs and resources for individual, nonprofits, and corporate investors. He holds certifications in the field of financial advice and is trained as a financial-life coach.
He has been a member of the Board of Visitors of the University of Maryland College Park Foundation, among various other corporate and nonprofit and corporate boards, and lives in Washington, DC with his wife, Colleen, and two children, Caitlin and Coley.
Check out my background on FINRA’s BrokerCheck http://brokercheck.finra.org
Senior Financial Planner
Sam Boyd, CFP® is putting the "person" back into personal finance. As a truly passionate CERTIFIED FINANCIAL PLANNER™, Mr. Boyd is a drum major for financial education and volunteers as financial literacy instructor across the DC Metro Region educating the youth, the homeless, and the less fortunate. Mr. Boyd uses a holistic approach to financial planning and specializes in investment management, retirement planning, and risk management for individuals, families, business owners, and nonprofits.
Branch Manager, Fortress Financial
Thomas Bucklin is the Owner and Lead Advisor of Fortress Financial, located in Newport News, VA. He works with individuals and small business owners, specializing in retirement planning and finding appropriate solutions with the objective of achieving financial peace-of-mind. He prides himself on maintaining a strong, professional relationship with each client while guiding them on their financial journey.