GAALUMA-logo-white- (1)

Snapshot Gallery

Contact Info

101 Constitution Avenue
Suite 703 East
Washington, D.C. 20001

Main: (703) 641-9400
Toll-Free: (888) 275-0092

Folow Us

Helping Make it Happen

This is a new organization, with a new offering. We will have a new name, mission, vision, values, and principles. All with a unified focus of helping families and business prepare for the tomorrow they expect-and for those they don’t foresee.

Two organizations coming together in our profession has never happened before, and it requires significant resources to make it possible. We are so grateful to every person, firm, and company who are helping us unify the profession.

Founding Members


  • Jim Hebets
  • Shaun McDuffee
  • Mark Murphy
  • Mullin Barens Sanford (Kristi Barens, Peter Mullin)
  • Winged Keel (Aaron Abrahms, Rohit Dalmia, Marko Djuronovic, Brian Gartner, Campbell Gerrish, Vikash Haritwal, Chelsea Maeda, Mike Mingolelli, Eric Naison-Phillips, Barbara Novak, Matt Phillips, Alexander Tuff, Jeri Turley)


  • Anthony Domino
  • Lindberg & Ripple (Anthony Pace, Carl Peterson, Nancy Shepard)
  • Mullen Barens Sanford (Kristi Barens, Peter Mullin)
  • Nat Perlmutter


  • Aamir Chalisa
  • Jamie Hebets
  • SALI (Jonas Katz, Tom Nieman)
  • Dr. Maurice B. Springer
  • Tom Love


  • Michael James


  • Baker & Hostetler, LLP
  • Jerry Borrowman
  • Luis Chiappy
  • Mayur Dalal
  • Robert Eichler
  • David Fritz
  • Michelle Hubert
  • Don Lippencott
  • Richard Maus
  • Larry Raymond
  • Ken Samuelson
  • Rick Van Benschoten
  • Paul Vignone
  • John Watson


  • Stanley Benfell
  • Raymond Bening
  • Stephen Burk
  • Gordon Hammond
  • Blair Jacobson
  • Jerry Lindberg
  • Jason Maples
  • Andy Meehan
  • Jeffrey Neeck
  • Michael Noland
  • Richard Plesha
  • Constantine Pihakis
  • John Qualy
  • Michael Rosenzweig
  • Robert Scharff
  • David Stertzer
  • Forrest Surles
  • Michael Thompson
  • Harold Unger
  • Russell Vandevelde
  • Brendan Walsh

Founding Partners

  • Crump
  • Equitable
  • One America
  • Pacific Life
  • Penn Mutual
  • Principal Financial Group
  • State Farm 

Founding Agencies

  • Blue Ocean Wealth Solutions (Frank Scalese)
  • Capital Financial Group (R. Timothy Sinks)
  • Capstone Financial (Scott Greenfield)
  • Capstone Partners Financial and Insurance Services, LLC (Andrew Moore)
  • Coastal Wealth (Harris S. Fishman & Jeremy Straub)
  • Commonwealth Financial Group (Richard St. Jean)
  • DFG Advisors (Jeffrey C. Dollarhide)
  • Equitable (Luis Chiappy)
  • Equitable (Chris Noonan)
  • Fifth Avenue Financial/MassMutual (Michael Book)
  • Magnolia Wealth Strategies (Rich Schega)
  • MassMutual Greater Houston (J.K. McAndrews)
  • MassMutual Miami (Luis Hernandez)
  • MassMutual Northern California (Robert Fakhimi)
  • North Star Resource Group (Ed Deutschlander)
  • Pacific Advisors (Kelly Kidwell)
  • Spectrum Financial Group (Patrick F. Thuecks)