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Plan for Your Best Life

Set financial goals

“Develop your financial goals, implement a plan and manage your assets”

Developing your financial goals and determining how they will be achieved are essential. If they work together, the probability of achieving Your Best Life is greatly enhanced.

Fortunately, you don’t have to go down this road alone.  USSFCU is pleased to announce a new strategic partnership with Oakmont Wealth Advisory . Oakmont is a fee-only advisory firm that provides a wide variety of wealth management services that enhance clients’ financial lives.

 

Below is a little more about Oakmont Wealth Advisory

Oakmont Wealth Advisory is a boutique Registered Investment Advisory Firm with offices in Maryland and Northern Virginia.  Our partnership with clients enables us to understand why clients have developed certain financial goals and why they are concerned about the future.  That attention to detail enables us to anticipate problems before they arise.  Clients rely on our advice and entrust us with the assets that will provide college educations for their children, secure retirements and a legacy for future generations.   Our mission is to build and protect client wealth in all market cycles through individualized advice, delivered in clear, understandable terms.

Services include but are not limited to:

  • Investment Management - Expertly tailored custom portfolios are designed and implemented to meet your specific risk parameters and desired outcome. Portfolios are viewed holistically, and guidance is offered to preserve and protect client wealth based on specific life circumstances.
  • Financial Planning - Leveraging our advanced financial planning technology, our planning experts will design a comprehensive plan and work with your tax and legal providers to implement and monitor your plan over time.
  • Retirement Planning - We focus on your vision for retirement and work with you to develop a strategy to accomplish your goals.
  • College Savings - Education is the key to unlocking a child's future! Oakmont's team is well versed on the variety of plans and strategies available to help you build an educational fund.
  • Insurance Planning - Risk Management is an essential tool for every successful investor. Oakmont has extensive experience with a variety of insurance tools as well as portfolio strategies designed to manage your risk exposure.

 

Oakmont Wealth Advisory Team

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David Berger | Co-Founder & Client Advisor

David Berger co-founded Oakmont with a mission to empower clients to be engaged with their financial plan and in control of their financial future.  He is focused on providing transparent, customized financial advice in a clear, concise and easy to understand manner.  Dave previously held leadership positions in the wealth management and trust division of several large banks.  He also worked with clients through an independent registered investment advisory firm. Dave's interest in finance and investing began in high school and led him to earn a Bachelor of Science and a Master of Science in Finance from the University of Baltimore.  Dave is an Advisory Board member for the Historic Ships in Baltimore and chairs the finance and investment committee. 

Douglas Birnie, CDFA | Co-Founder & Managing Director

Doug brings over 25 years of financial services experience focused on helping multi-generational families, business owners and foundations manage their financial affairs. Having experienced and survived several volatile markets, Risk Mitigation plays a vital role in Doug’s approach. In addition to the various required financial industry licenses, Doug has earned the Certified Divorce Financial Analyst (CDFA) designation and developed a respected specialization in assisting individuals navigate the myriad of financial implications of divorce.

Throughout his career, Doug has assisted clients by developing, implementing, monitoring and modifying personalized strategic investment plans. Engagements have always started with listening and understanding what a client is seeking and only then creating a series of suitable solutions to address financial needs – in the priority dictated by the client.

Prior to founding Oakmont with David Berger, Doug held positions with the Broker Dealer Divisions of Wells Fargo Advisors, Bank of America’s Private Bank and Morgan Stanley. During the course of his career, Doug has attended numerous Continuing Education programs including Executive Education programs at the Wharton School of Business at University of Pennsylvania. Doug is a 1985 graduate of Cornell University.

An active and dedicated community volunteer, Doug currently serves on the executive board of The First Tee, Greater Washington Chapter and chairs its Northern Virginia Committee. The First Tee is a highly-respected international youth development organization that introduces the game of golf, its strategies and its sportsmanship values to youngsters from all socio-economic backgrounds. Additionally, for over a decade, Doug directed the Chantilly Youth Association Lacrosse Program.

Married to his wife Mary for over 25 years with two college-aged children (University of Delaware and Penn State University), Doug enjoys spending time on the golf course, tailgating at college football and lacrosse games, and “breaking bread” with friends in the kitchen, enjoying a “Mary Birnie Italian masterpiece” or some home-smoked BBQ.

Justin Roudiez | Client Advisor, Director of Financial Planning

Justin joined White Oak in 2019, following a ten-year career with Northwestern Mutual where he served as the Director of Advanced Financial Planning & Wealth Management for the Annapolis Group.  

Clients benefit from Justin’s ability to understand their priorities and develop comprehensive tax efficient strategies while coordinating with their other professional advisors.

He specializes in personal and business planning, tax-efficient wealth accumulation, retirement income planning, estate planning, and qualified retirement plan design for businesses. 

Justin obtained his undergraduate degree from the University of Maryland, College Park and holds the following professional designations:

Chartered Financial Consultant (ChFC®)

  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional (RICP®)
  • Chartered Advisor for Senior Living (CASL®)
  • Registered Employee Benefits Consultant (REBC®)
  • Chartered Healthcare Consultant (ChHC®)
  • Registered Health Underwriter (RHU®)

James Sexton, CFP | Director of Investments

James began his wealth management career with The Vanguard Group in Charlotte, North Carolina. He joined its High Net Worth / Flagship Group (clients with portfolios in excess of $1 million) and was eventually guiding over $1 billion of client assets controlled by several hundred households. James eventually led a team of advisors on the desk. 

While at Vanguard, James focused on portfolio management, tax-efficient investing and diligently managing client exposure to internal fund expenses by utilizing lower-cost ETF and fund strategies. At Piedmont, James looks forward to devoting a higher level of thoughtful time and intellect to client needs.

James graduated from the University of South Carolina, Darla Moore School of Business with a double major in Corporate and Investment Finance. As such, he is equally well- versed and enthusiastic about wealth management and all things SEC sports.

James is returning to his roots with his move back to Northern Virginia, having spent his childhood in McLean. In his spare time, he enjoys all forms of athletic activities and helping tend to his family’s winery in Loudoun County. James and his dogs are frequently found running through the vineyard.

Jennifer Haddad | Director of Client Experience (Virginia Office)

As Oakmont Wealth Advisory has grown, the need to identify an individual to ensure that the essential element of our commitment and promise to our clients (delivering a  consistently extraordinary personalized Client Experience)  was going to be addressed daily by a member of the team. Jennifer's multi-faceted role for Oakmont Wealth Advisory focuses on daily interaction with our clients as well as a wide variety of specialized projects designed to improve the overall client experience.  

With over 20 years of client-facing financial industry experience, Jennifer brings a depth of knowledge as well as a heightened sense of unique and specific elements of an Advisory Client relationship that will truly resonate with each family or individual.

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The path to set your future goals starts with a simple conversation. No commitment, no obligation, just a conversation.

Contact Oakmont Wealth Advisory

 

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