Jeff is a Managing Partner of Corbett Road and a member of the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of
Delaware  and  holds  FINRA  Series  7,  9,  10,  63,  and 65 licenses.    He has also earned the Accredited Asset Management Specialist and Certified Financial Fiduciary® designations.

Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies.   Before  joining Corbett Road, Rush worked   at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA  Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.
 

Lili provides her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well‐being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. Lili earned her BA from George Mason University and MBA from George Washington University. She is a Certified Financial Planner™ and Certified Financial Fiduciary®. Lili also holds FINRA Series 6, 7, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.

Will offers clients years of financial services, investment guidance and individualized planning experience. Will uses our Milestone™ planning process to assist clients in achieving their financial goals. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for  a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planner™ and Certified Financial Fiduciary®. He holds FINA Series 7, Series 63, and Series 65 licenses.

Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience working in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs and money managers. Maureen earned a Bachelor of
Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.

Sean prioritizes focusing on understanding his clients and their personal motivations. He has found he has been able to add the most value to a relationship through active listening and asking the right questions. He earned a Bachelor of Science in Finance with a concentration in Financial Planning at Virginia Tech and is a member of the Virginia Tech Alumni Association. He holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses. He has also earned the Certified Financial Fiduciary® designation.

Tom is a CPA and CFP® and has several years of experience in the financial services profession. He focuses on comprehensive financial planning including goal setting, investment selection and management, retirement planning, tax planning, and risk management.