Leadership
Our team approach provides ongoing education that benefits not only the clients we serve, but the Financial Planners as well.
Who We Are
David Fei
Financial Planner / Founder
David has been in the financial services industry for over 20 years. He has a wide range of backgrounds and experience in personal finance. He uses the knowledge gained from them to help families plan for life’s challenges (retirement income planning, educational planning, investment risk assessment, etc.)
David Holds the CFP® (CERTIFIED FINANCIAL PLANNER™) as well as the ChFEBC℠ (Charter Federal Employee Benefits Consultant), and the AIF® (Accredited Investment Fiduciary) designations.
David enjoys his off time with activities for his girls, basketball on the weekends, and mountain biking whenever he can.
Brennan Rhule
Financial Planner / Founder
Brennan graduated from Virginia Tech’s CFP Board-Registered program. He holds the CFP® designation and practices as a CERTIFIED FINANCIAL PLANNER™ professional. Brennan has worked with many federal employees over the years which has led him to become a Chartered Federal Employee Benefits Consultant (ChFEBC℠). He also is an Accredited Investment Fiduciary (AIF®) and holds his series 7 and 66 licenses.
After more than 15 years in the Washington, DC area, Brennan now calls Salem, VA home. He and his family enjoy adventuring in the Blue Ridge Mountains, often accompanied by their golden retriever and bernese mountain dog. In his spare time, Brennan is passionate about backpacking, rock climbing, and playing ice hockey.
