Financial Advisory Services
USSFCU has partnered with Fellows Financial Group to provide credit union members access to professional financial planning and advisory services.
Located in the Greater Washington Metropolitan area, Fellows Financial Group is a financial services firm committed to helping all individuals improve their financial lives and achieve their long-term financial objectives.
Fellows Financial Group offers financial planning and investment advisory services to individuals, charitable organizations and other businesses. Their mission is to provide sound customized financial advice in the best interest of the Client. As a fiduciary, Fellows’ advisors uphold a duty of loyalty, fairness and good faith towards each and everyone they serve.
Connect with a Fellows Financial Advisor Today.
571.205.1515 | [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.
Goal-Based Financial Planning
Fellows' goal-based planning services will help you 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.
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, making sure your investment portfolio stays within your desired level of risk.
Fellows advisors can help you build funds for the ultimate long-term goal, retirement. And then, once you’re retired or nearing retirement, they can help ensure you’re able to keep your money safe.
Estate & Legacy Planning
Fellows' estate and legacy planning services can help you transfer your wealth to the next generation, whether that’s family, friends, or charitable causes. By asking questions and listening to your visions and dreams, Fellows will help you put a plan in place that will allow your family to survive without you and your legacy to live on.
Fellows' insurance advisors will 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.
Business Advisory Services
In addition to personal financial advisory services, our partnership with Fellows allows USSFCU business account holders access to an array of business advisory and planning services. Learn More >>
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. Blake has worked very hard to position Fellows to be a full-service planning, investment, and insurance resource to his clients. He believes in taking care of and treating everyone he works with the same way he'd want to be taken care of and treated.
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.
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 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. Michael’s passion is helping people. He helps clients with financial decisions and implementation, planning for their future and protecting their family’s assets from the risks that face every individual.
Ken Harvey | Business Development
Ken Harvey, the former Washington Football Team linebacker, joined the financial industry after working several years as a motivational speaker. Harvey attended the University of California, Berkeley, and went on to an 11-year career in the NFL. His stellar work on the field earned him four Pro-Bowl selections and a spot among the “80 Greatest Redskins.” Ken is an accomplished author, penning 4 children’s books and two novels. Harvey coined the phrase “Every day I…” to motivate others to ensure each day they live to be the best version of themselves. As he lives in accordance with that motto, you will be in the hands of an individual who always gives his best.
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 experienced 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.
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 ways insurance products can help protect one’s future and daily life.
For additional information and helpful resources related to financial planning visit USSFCU's Financial Planning Center >>
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.