We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
David L. Johnson’s Team
Kyle C. Smith, Advisor
Tel: (703) 940-3475
Fax: (703) 738-2259
Kyle C. Smith, CFP®, began his career in financial advising in 2006, and has been working directly with David and his clients since 2008. As an Advisor, Kyle’s mission is to provide David’s clients with a diverse range of solutions, while focusing on the specific concerns and circumstances of each individual client.
During his free time, Kyle enjoys both playing and following sports as well as working on cars. He currently resides in Arlington, VA with his wife and son.
A native of Montgomery County, MD, Kyle earned his undergraduate degree from Towson University with a B.S. in Finance. In addition, Kyle earned his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 2013. Kyle holds the FINRA Series 6, 7, 63 and 65 professional securities licenses as well as life, health and variable insurance licenses.
Roles and Responsibilities
Andrew Rome, Associate Advisor
Tel: (703) 940-3484
Fax: (703) 893-4595
Raised among family members who worked in financial services, Andrew learned from an early age what the impact of proper financial management can do to help achieve one’s goals. He acts on this passion, assisting families, businesses and nonprofits every day.
Andrew combined his financial advising practice with David Johnson’s in January 2006 and their combined skills and experiences help to deliver client satisfaction with individualized, focused and creative solutions. Clients appreciate their experience in evaluating various components of wealth management including insurance, investments, cash flow analysis, retirement and multi-generational planning.
After a customized financial strategy is put into place, Andrew and David stay connected with their clients through quarterly reviews, ad hoc phone calls and meetings. Additionally, they work with their clients’ other professional consultants (CPAs, attorneys, etc.,) to ensure everyone is working in accord with one main objective—to help clients achieve their goals.
During his free time, Andrew enjoys running marathons, traveling, and enhancing his culinary skills (albeit at a slow pace). Additionally, Andrew gives back to his community by serving as a board member of Child Centered Solutions as well as gives pro bono seminars and assistance with financial literacy organizations including the Tragedy Assistance Program for Survivors (TAPS). He and his wife currently reside in the Goose Hollow neighborhood of Portland, Ore., where he is helping to start the Goose Hollow Business Alliance.
Andrew graduated from Colgate University in Hamilton, New York where he was awarded honors and Phi Beta Kappa distinctions. He also obtained a coveted White House Internship within the National Economic Council. Andrew holds the FINRA Series 66 and 7 professional securities licenses, as well as life, health, long term care and variable insurance licenses.
Brian Abatemarco, Client Service Associate
Client Service Associate
Tel: (703) 940-3479
Fax: (703) 738-2259
Brian A. Abatemarco shows his passion for financial planning and helping families navigate the ever-changing investment landscape by providing sound client service and financial planning support to David Johnson’s team.
He has been involved in the financial planning arena since his undergraduate studies at Virginia Tech’s financial planning program. He continues to stay involved in the program by providing advice to students and helping the faculty stay current within the industry.
As a native of the Northern Virginia area, Brian enjoys getting involved with community outreach programs and networking groups. He is a member of the National Capitol Area Financial Planning Association and currently serves as a board member for the non-profit ‘Active 20/30’ a group dedicated to serving the underprivileged youth in the District of Columbia. In his spare time you can find Brian relaxing with family and friends, on the golf course, or rooting for his Washington Redskins.