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USSFCU Wealth Management

When managing your assets, making the right investment choices is crucial. However, navigating the various options available can become overwhelming. USSFCU's strategic partnership with Oakmont Wealth Advisory, a fee-only advisory firm, provides our members with a dedicated team that can help bring all of those options into focus and craft a plan that is perfect for you and your situation.

Oakmont is here to assist in:

  • Asset Management
  • Estate and Legacy Planning
  • Wealth Planning

Oakmont advises successful business owners, corporate executives and seasoned business professionals on the comprehensive oversight of their financial lives. The partnership between USSFCU and Oakmont provides the opportunity for our members to embrace the importance of having an on-going advisory relationship with a fee-only wealth management firm to provide them on-going financial guidance and security.

Learn more about Oakmont's services and read profiles of the Oakmont team by scrolling to the bottom of the page.

Schedule a meeting with Oakmont. Use the calendar below to book a time with Oakmont on Tuesdays at our Hart Branch location on Capitol Hill.

 

Don't live in the District and would like to schedule a meeting? Oakmont has offices conveniently located in Virginia and Maryland. Click here to set up an appointment.

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

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Asset Management

Your investment assets represent much of the wealth you have accumulated from years of hard work. Oakmont designs custom investment portfolios that reflect a client’s goals and risk tolerances. Their discretionary management enables them to quickly react to changes in market conditions or to the needs of our members. Oakmont typically serves business owners, executives and seasoned business professionals. They utilize a fee-only structure that eschews compensation from any third-party sources.

Estate and Legacy Planning

Planning for the future of your wealth is as important as building it. Oakmont can help members ensure that their estate plan provides for their heirs, manages their assets appropriately and that it is done is a seamless and tax-efficient manner. Estate planning is a critical part of on-going, comprehensive wealth planning.

Wealth Planning

Significant wealth can present significant challenges. Oakmont’s credentialed wealth planning experts are dedicated to devoting considerable time to discussing the needs and goals of our members. Whether those goals include retirement income planning, wealth accumulation strategies or leaving a legacy for future generations, our advanced planning technology enables us to forecast thousands of outcomes to identify just the right plan to accomplish the client’s goals. Wealth Planning can be provided in conjunction with our investment management services or as a separate fee for service engagement.

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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 to 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 the 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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