Financial Advisory Services
USSFCU has partnered with Fellows Financial Group to bring our members world-class financial management and planning services.
Fellows Financial Group is a financial services firm focused on improving the lives of individual and business clients through financial independence and carefully planned futures.
Unlike the big firms who have agents chasing numbers and "dollars invested," Fellows advisors maintain smaller, more exclusive client lists that allow them to focus on a client's unique needs. Whether it's on the business or individual service side, they are available for clients when they are needed.
- Located in the Greater Washington D.C. Metropolitan Region
- Focused on serving the needs of business owners as well as individuals
- Planning services bring your individual needs, personal goals and the needs of your family into one cohesive vision for the future
- Focused on comprehensive personal planning using a goal focused model and approach
- Offers all the same bells and whistles as the big firms with the added advantage of an extensive list of approved strategic partners who can help in just about any situation
Contact a Fellows Financial Advisor Today!
703.779.9750 ext. 3 | [email protected]
Fellows Individual Services
Pursuing your ideal future will require more than simply earning money. Fellows advisors will help you add growth and protection protocols that cover all of your assets, today and for generations to come. In addition to our in-house knowledge and proven financial experience, individual financial management services utilize cutting-edge technology and enlist outside experts to provide objective advice for every client need.
Investment Advisory Services
Fellows' investment advisory services will help you apply discipline to your investment options while working toward financial independence. Experienced advisors will work with you to develop a strategy for selecting, monitoring, and managing your investments, guiding you towards a secure future.
Fellows' legacy planning services will help you put a plan in place that will allow your family to survive without you. By asking questions and listening to your visions and dreams, Fellows will help you build a solid foundation that will allow your legacy to live on.
Fellows' goal-based planning services will map out a path that replaces daily stress and worries with confidence and achievement. They'll begin by helping you identify what you value the most, then structure your life toward achieving your dreams without sacrificing those values.
Fellows' insurance advisors take time to understand your unique situation, and identify and eliminate gaps in coverage that might leave you exposed. From auto insurance to home insurance, and everything in between, they’re in the business of helping people protect what they value the most.
Meet the Fellows Team
Blake Fellows | President and Advisor
For more than 18 years Blake has been a trusted advisor, planner, and advocate for entrepreneurs, business owners, and individuals seeking personal service and deep knowledge. His mission is for the company to be the preeminent financial services firm in every community we live and work in.
Blake is a Loudoun county native, and a graduate from James Madison University. He is blessed to have the opportunity to also serve on the board for Youth for Tomorrow, an organization founded by Joe Gibbs.
Blake has worked very hard to position Fellows to be a full service planning, investment, and insurance resource to clients. His belief is to always takes care and treat everyone he works with the same way he would want to be taken care of and treated. Helping his team at Fellows grow is something he takes great pleasure in. One of Blake strongest desires is to have a team, a family of folks, who truly love what they do, enjoy each other, and can help all clients at a world class level.
Jeff Schalk | Chief Operating Officer
Jeff Schalk is Fellows' Chief Operating Officer and the co-founder of Fellows Insurance Group, the firm’s commercial and personal insurance company. Jeff has been in the industry for over 3 years and enjoys helping people plan for their future and protect their family’s assets from the risks that face every business owner and individual. Helping people into a situation where they should not need to say ”I never planned to be in this situation” is what drives Jeff every day. A native of Ohio, Jeff holds a bachelor’s Degree from Miami University in Oxford, OH.
Michael Schimmel | Financial Advisor
Michael Schimmel is a Financial Advisor at Fellows Financial Group. Michael studied in Oxford, Ohio at Miami University and graduated with a BA in Political Science and Economics. He has worked for Global and National banks from HSBC Bank to Wachovia in various capacities within financial services. Most recently he was Vice President and Cluster Manager responsible for new client growth, wealth management, mortgage, and banking solutions along with integrating with their community development strategy.
Michael’s passion is helping people. He helps clients with financial decisions and implementation; allowing clients to concentrate on what's in front of them rather than what ifs. He also helps people by volunteering and organizing community-building events through Rotary where he is a board member and serves within the Northern Virginia area.
Keri Blake | Financial Advisor
Keri Blake is a partner and financial advisor with Fellows & Blake Financial Group in Indianola, Iowa. Her practice focuses on you, the client, and trust. It’s about your goals, your dreams, your concerns. She partners with clients throughout their lifetime using a goals-based experience approach to help clients live their best life. Keri has earned the credentials Accredited Asset Management Specialist and she enjoys continuing her education to better serve her clients.
Ken Harvey | Business Development
Ken Harvey, the former Redskins linebacker, joined the industry after working several years as a motivational speaker. Harvey attended University of California, Berkeley and went on to an 11-year career in the NFL playing with the Redskins and Cardinals. Upon retirement, he became a leader off the field by supporting the youth and charities. Ken is an accomplished author, penning 4 children’s books and two novels. Harvey coined the phrase “Everyday I…” to motivate others to ensure each day they live to be the best version of themselves. As he lives in accordance to that motto, you will be in the hands of an individual who always gives his best.
Jasmine Lambert | Client Services Associate
Originally from Central Pennsylvania, Jasmine Lambert joined Fellows in October 2018, after completing her bachelors at Johnson & Wales University. The Johnson & Wales graduate delivers comprehensive service to clients by attending to their account management needs. She excels at finding ways to better serve our clients based on her combined experience of having served in both administrative and business development roles within the practice. Working closely with the wealth managers, she prepares reporting materials, executes client requests, and coordinates any additional matters related to their accounts.
Meghan Cotter | Customer Services Associate
Meg, a native Virginian, holds a degree in the Veterinary Clinical Sciences. Her professional background includes Information Technology, Banking and the Financial Services industry predominantly in Property and Casualty insurance. She has over 10 years’ experience. Always establishing herself as a go to person, she takes great pride in reviewing her client’s needs and making sure they are covered properly and protected for the events that can occur in life. She enjoys being a teacher and educating on the various way’s insurance products can help protect one’s future and daily life.
Learn more about Fellows Financial Group by visiting their website at www.fellowsfg.com.
USSFCU Business Advisory Services In addition to personal financial advisory services, our partnership with Fellows allows USSFCU Business Accountholders access to an array of business advisory and planning services. Learn More
Part of Fellows' adherence to offering clients comprehensive services and products sometimes involves engagement with outside service providers. These relationships are constantly monitored and evaluated to ensure their value-adds to Fellows clients. While they partner with many corporations, there are a few that stand out as primary providers and are listed below.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV. Personal and Commercial insurance services are offered through Fellows Insurance Group LLC. Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.
LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Investments are not NCUA insured. No credit union guarantee. Investments may lose value. Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners are third party partnerships and are not affiliated with United States Senate Federal Credit Union and USSFCU Best Life.