Greg is the founder and president of PlumTree Financial, Inc, and has been working with clients to help them pursue their financial goals for more than 20 years. This experience, and the tools and support he has available to his team through his affiliation with LPL Financial, enable him to build and implement custom and comprehensive wealth plans.
Greg believes in asking good questions and listening carefully to clients, continuous learning, and the ongoing development and implementation of good processes to help clients pursue their goals, save time, and reduce stress. As a CFP® practitioner, Greg is a fiduciary that strives to uphold a fiduciary standard to his clients.
Greg earned his CFP® certification from Florida State, his MBA from The College of William and Mary, and his BS in business management and finance from Providence College. In 2016, Greg was chosen to be part of LPL Financial’s Freedom Club, and since 2017 has been part of the Director’s Club. LPL awards select advisors with this distinction based on advisor's business success.
Greg is an active member of his community, a member of The Vienna Business Association, and a member of The Rotary Club of Vienna.
Greg lives in Vienna, VA with his wife Robin, son Gregor, and dog Dargan. He enjoys spending time with his family and friends, traveling, playing golf, skiing, and participating in other outdoor activities.
“I am a great believer in luck, and the harder I work, the more I have of it.” – Thomas Jefferson
Anything out of a truck… and seafood
For more than two decades Susie has helped clients address their financial concerns and develop sound investment strategies to pursue their goals. With extensive experience throughout major shifts in the market, she has dedicated her career to delivering personalized and comprehensive investment planning services to her clients. Susie works primarily with wealthy families and successful business owners that aspire to a work-optional lifestyle. Her practice is built upon the four cornerstones of comprehensive wealth management:
• Investments • Liability Management • Risk Management • Trust & Estate Planning Strategies
Susie grew up in Northern Virginia and developed a fascination for business and banking. She earned her Bachelor of Science in Business Administration, minoring in Finance, from Spring Hill College in Mobile, Alabama. After college she worked as a mortgage banker, gaining a deeper understanding of lending and liability management, before starting her wealth management practice.
Susie also has a passion for golf and has served in several roles associated with the sport, including:
Susie has applied the same dedication, focus and discipline required to master the game of golf to helping her clients work toward their financial goals.
“Well done is better than well said.” – Benjamin Franklin
“Go confidently in the direction of your dream! Live the life you’ve imagined.” – Henry David Thoreau
“Success is not final, failure is not fatal, it is the courage to continue that counts.” – Winston Churchill
Sabrina Almodovar has been with PlumTree Financial since 2014, and she is currently the VP of Client Services. Sabrina manages the administrative and operational teams for PlumTree, works side by side with the Wealth Advisor, and her main responsibility is making sure clients have an exceptional experience at PlumTree.
Sabrina is highly engaged with clients and throughout the Wealth Management process. This begins with the initial Discovery Meeting and moves through plan development, plan implementation and ongoing monitoring and support.
She is attuned to each client’s unique situation and has the professional expertise and care to ensure the best possible experience for clients. She has been reducing stress for clients and helping them pursue financial independence for over a decade by delivering extraordinary client service.
Sabrina holds a FINRA Series 7 through LPL Financial. She earned her bachelor’s degree from Virginia Commonwealth University where she majored in art history with a minor in religious studies. She also has a background in design and illustration.
Sabrina grew up in Puerto Rico and speaks fluent Spanish. She enjoys hiking west coast mountains, Greek mythology, and caring for her house plants.
"Good luck out there." – Fantastic Mr. Fox
Almond croissants from Fresh Baguette
As a member of the PlumTree Financial Team, Kathy assists the team with the ongoing support of employer sponsored retirement plans and individual insurance policies. She also assists with coordinating educational and social events as well as adhoc administrative tasks. Kathy enjoys engaging with clients and being there every step of the way, whether it be organizing a fun event for clients or assisting the team with the complex and detailed process of establishing a retirement plan.
Prior to joining the PlumTree Financial Team, Kathy worked in a variety of industries, including Financial Services and Hotel Management. Kathy has 17+ years of experience in administrative support and event coordinating. She has been recognized in both her professional and volunteer work for being an excellent team member and for her dedication to achieving the goal at hand.
Kathy graduated from George Mason University with a Bachelors in Decision Science. She is a Native Virginian and currently resides in Fairfax with her husband Ray, daughters Jennifer and Shannon, and dog Brody. When not working or volunteering, Kathy enjoys gardening, hiking, crafting, reading, and spending time with family and friends.
“What lies behind us and what lies before us are tiny matters compared to what lies within us.” – from “Meditations in Wall Street”
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.” – Dr. Suess
“Be excellent to each other.” – Bill & Ted
Brock is an associate responsible for supporting the team with the administrative side of our portfolio management area among other administrative tasks. Brock also supports the advisor with ongoing investment research and due diligence. Brock likes to think of himself as a wingman- jumping in to help the team and our clients wherever his experience can lend a hand.
Brock has worked in the financial services industry for over 20 years, with 11 years in fixed income portfolio management. He worked primarily with Bank of America in Charlotte, NC, under several of the brokerage and asset management subsidiaries, such as Bank of America Investment Services, Columbia Management and USTrust. "Getting to work alongside three Senior Portfolio Managers with CFA's pushed me intellectually, forcing me to think more precisely about how we see the markets and the economy". He has an MBA from Winthrop University and a bachelor's degree in business administration from Lenoir-Rhyne College. He also holds FINRA licenses Series 7 and 66 through LPL Financial.
Brock resides with his wife and daughter in Tega Cay, SC, a suburb of Charlotte where they enjoy playing on the lake, running down to the beach, and hitting greenways in Charlotte for some outdoor exercise and brewery hopping. He is a music lover who once in a while can be found playing live with some friends, or just singing in the church choir. Brock enjoys being challenged by new adventures with the church such as hurricane relief clean up at Carolina beaches, middle school worship (live music), Room at the Inn service (housing the homeless in winter at the church), and most recently a mission trip to Guatemala for some home building projects.
Brock especially loves the power of "time value of money" - the concept which allows anyone, regardless of their situation, to secure a financial future through a diligent long term investment plan. Rarely can the pizza man get away without Brock seeing how wealthy the kid at his door could be if he simply started saving a little bit right now for the rest of his career. Too many people wait to “have money” before they save any. "I like to break that barrier down with anyone that will listen. After all, it was a great college professor that showed me the power of time value of money, and made me take the first steps to financial security in our ‘Senior Paper.’ It just takes someone to care and show you the first steps to success."
"Therefore do not be anxious about tomorrow, for tomorrow will be anxious for itself. Sufficient for the day is its own trouble."
Anything my wife makes - I was late to being a foodie, but I’m starting to get it!
Amie Parker is a Virtual Administrative Assistant at LPL Financial, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions. Amie has worked in the financial services industry for 13 years. Prior to joining LPL, she worked as an office manager at GCG Wealth Management, Inc. Amie enjoys working with advisors and their clients in her role on the Admin Solutions Team.
Amie enjoys spending time with family and two dogs. She has seven children and one grandson. Amie enjoys visiting the beach and hopes to retire there someday.
“Be who you are not who the world wants you to be.” – Coco Chanel