Financial Specialists

Estate Planning
Serving: Maryland

Anthony Carducci, Esq.

Anthony Carducci brings a large breadth of experience to Colibri Life. Upon graduating in the top 15% of his class at the University of Baltimore Law School, he went on to work for several of the best law firms in Baltimore and Washington, D.C. before he co-founded Carducci & Braggs, PLLC, now Carducci Law Offices.

When Anthony was 12 years old, he lost his mother and his family found themselves in a situation they were completely unprepared for. A child from a family of eight without a matriarch, he experienced firsthand that traditional estate plans did not ensure that children would be raised as their parents envisioned. In order to focus on serving people as their trusted advisor and prevent his family’s story from becoming other families’ stories, he co-founded Carducci & Braggs, PLLC.

Anthony is focused on helping parents and business owners ensure that their plan works at the most critical of times no matter what happens. It is his honor and privilege to meet with families to create an individualized estate plan for their unique situation and to step in and be a trusted adviser to help your family if you cannot be there.

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Chris Belchamber

Chris’ successful financial services career spans more than three decades. As an investment advisor, he acts as a fiduciary to serve clients best interests, and recommends investors demand full transparency from their advisor as described here:

http://chrisbelchamber.com/fiduciary-five/

Chris is an investment specialist and believes that successful long term investment does not necessarily involve major risk taking. Here are two articles that provide an introduction to a mindset that can contribute to long term success and greater peace of mind:

http://chrisbelchamber.com/investment-management-why-you-need-a-complete-rethink-short-version-with-links/

http://chrisbelchamber.com/are-your-returns-above-the-line/

His experience spans continents with positions as an analyst in London with Credit Suisse First Boston, and then was Managing Director on the Proprietary Trading desk of JPMorgan in London. It was here where Chris found his passion for trading and decided to move to the United States in 1997 to focus on trading his own capital. In 2003,  he formed Chris Belchamber Investment Management, LLC to work to help others through trading and expand into the client advisory business.

Residing in Bethesda, Maryland, Chris has a passion for all sports and is a lifetime member of a number of groups that enjoy travel and entrepreneurship.

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Chris Bettencourt

Chris is a Certified Financial Planner™ professional and President of Bethesda Financial Advisors, LLC, an Independent Registered Investment Advisory firm licensed in Maryland, DC, Virginia and Texas.

What is important to you? What you would like experience in life? What values and goals are important to you? Chris starts each client relationship with a meaningful conversation that helps provide clarity on what’s important to you and how to best achieve your financial goals. His firm provides every client with a written financial action plan designed to get your entire financial house in order and keep it that way forever.

Bethesda Financial Advisors strives to build a small but strong community of clients. Over 50% of their client families are single, divorced or widowed women. This happened organically by word of mouth based on their simple, caring process and by listening to what is really important to their clients and helping them achieve it.

In addition to years of experience helping others achieve their goals, Chris has an undergraduate degree from Assumption College and an MBA in Finance and Investments from the George Washington University.

Chris lives in a house full of women with his wife Jodi, his two daughters Shelby and Casey (both at the University of Maryland) and two dogs, Macy and JoJo. Life is never boring and he wouldn’t want it any other way! Several times a week, in an effort to maintain his serenity, Chris practices yoga at CorePower in Bethesda.

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Derilyn Freeman

Deri is committed to serving as a valuable resource for professional women, entrepreneurs and their families by helping them navigate life’s important financial decisions. She understands the challenges women face balancing life, family, and business and creates clear plans for her clients to feel confident and comfortable. Deri took an interest in finances when her mother went out on disability in her 50’s and she had to take over the finances for her family. She saw how important it was for families to have a clear understanding of their financials and loves to help other women achieve these goals.

Deri is licensed in DC, MD, VA, PA and CA. She offers fee-based financial planning, asset management, retirement income planning, 401k and workplace benefits, as well as insurance products that include life, disability and long term care.

She has proudly built a practice that focuses on serving women in transitions that may include changes in careers, businesses, relationships or family responsibilities. Derilyn minored in Dance at the University of Pittsburgh and still enjoys regular dance, barre and yoga classes!

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Lori Atwood

Lori possesses a strong passion for working with individuals to help them understand their financial situation and what they can do to create a brighter financial future. She has experienced divorce firsthand through her parent’s divorce and understands the financial impact it can have, but firmly believes that knowing your situation is the first step to making positive changes that can get you to where you want to be.

Her approach and simple processes help allay fears and anxiety, while getting you comfortable with your financial situation. Lori has over 20 years of experience in finance including investment banking, financial consulting and financial planning. Lori believes people should be able to get unconflicted and easy to implement financial advice.  As a result, Lori is a fiduciary, who works by the hour, only on financial planning. Her experience and mission to help people improve their financial well being, help her turn complicated financial concepts into easy to implement financial plans.

Lori has an undergraduate degree from the University of Pennsylvania and a Master’s Degree from Georgetown University. Lori is a CFP® Professional and Lori Atwood Financial Planning, LLC is a Registered Investment Adviser in Maryland, Virginia and the District of Columbia.

In her free time, she enjoys cooking, rock climbing, and most of all, spending time with her husband and daughter.

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Robin Starr

Robin Starr, co-founder of Athena Wealth Strategies, focuses on fee-based financial planning with individuals. Athena Wealth Strategies is a women-run business of financial planners that emphasizes their clients’ lives and priorities. Robin strives to help her clients feel more confident and, ultimately, take control of their financial future. She believes in the power of information and feels the more information she has about her clients and their goals, the more clarity she can bring to their financial situation and the less overwhelming it will be to do financial planning for the future.

Robin will assist you in conducting a thorough inventory and analysis of multiple areas of your financial life, including cash flow/budgeting, debt, investment analysis, retirement planning, college savings, survivor needs, and estate planning. She loves how her job allows her to combine her love of analysis and problem solving with her personal skills, helping clients talk through, determine and achieve their own goals. Her specific focal points are on small businesses and freelancers, student loan repayment options, and skilled health care workers. While she meets locally with clients in the DMV area, she’s also available to work with individuals all around the country. Robin definitely considers herself part Californian, part East Coaster.

Robin Starr is a registered representative of Lincoln Financial Advisors a broker/dealer (Member SIPC) and a registered investment advisor. CRN-2009520-012918

Financial Advisor
Serving: Maryland, Washington D.C., Virginia

Ryan Rushe

Backed by the strength of Prudential, Ryan works with individuals, families, and local businesses providing objective, client centric advice and assisting with their planning needs. Licensed in DC, Maryland, and Virginia, Ryan works with clients to develop a specific plan that covers cash management, asset protection, wealth accumulation, tax strategy, and estate planning.

Ryan dedicates his time and energy to help you plan for your financial future and loves hearing how he has impacted and improved the lives of his clients.

As a NOVA native, Ryan has resided within a 5-mile radius in Herndon his entire life. Ryan enjoys an active lifestyle, spending time with his family, cheering on the local sports teams and discovering the next favorite restaurant!

Estate Planning
Serving: Maryland

Steven Heinl, Esq.

Mr. Steven M. Heinl, Esq., an attorney for Hyatt and Weber, specializes in estate planning, estate administration, and real estate representation. Hyatt and Weber is a law firm that provides a full range of legal experts to assist clients with their specific needs. Steve’s offices are located in Baltimore and Annapolis, Maryland, but he serves clients all over the state of Maryland.

Steve will help walk you through the process as he prepares wills, trusts, powers of attorney, advanced medical directives and other planning documents. He can also assist in navigating the complexities that arise when dealing with the estate of a loved one.

In his free time, Steven enjoys spending time with his wife, their two young children, and dog. He coaches his son’s baseball team, regularly attends sporting events and looks forward to annual beach vacations, as well as trips to Las Vegas.

Life Insurance
Serving: Maryland, Washington D.C., Virginia

William Smith

William is a partner for Legacy Empowerment Group in Washington DC, a life insurance company dedicated to creating financial legacies for families and providing a resource for education on life insurance. While the firm primarily caters to federal government employees and are able to offer full scale retirement analysis for federal employees, all clientele are met with one on one, as every family possesses a unique need.

Getting life insurance is a necessary but often time consuming process. William helps simplify the process, making it easier to get the right coverage in place for your family without over-complicating.

A devout practitioner of meditation, William enjoys reading books on mindfulness, and is active in the mindful leadership community. He is also very active in the DC technology scene, where he helped multiple startups gain traction. William is happily married with two wonderful children.

Open/Close Contact Form

Need Help?

Having trouble finding what you need? Ask us. We're here to support you.

Contact
Close Contact Form

Helping find you the right partners &  support for your journey

Need Request