Experience Financial Health
that Endures

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.

Get to Know Greg

Favorite Quote

“I am a great believer in luck, and the harder I work, the more I have of it.” – Thomas Jefferson

Favorite Food

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: 

• Past President & Treasurer of the Women's Golf Association at Chantilly National Golf & Country Club 
• Team Captain for the Women's District of Columbia Golf Assoc. (WDCGA) 
• Volunteer at The First Tee of the Virginia Peninsula 
• Volunteer at the American Junior Golf Association (AJGA) 

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.

Get to Know Susie

Favorite Quote

“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

Favorite Food

Seafood

Sabrina is known by clients for her personal approach and for how she delivers considerate connections as VP of Client Services for PlumTree Financial. Her mission is to be in tune with clients’ lives and to purposefully link people and ideas in a meaningful manner that helps them pursue their financial goals.

Sabrina brings her 12 years of experience and an artist’s touch to the disciplines of financial planning and the process of family wealth management. Her heartfelt passion for effective design elevates the PlumTree Financial Impeccable Client Experience. 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 providing confidence for clients and helping them pursue financial success for over a decade by delivering extraordinary client service.

Sabrina holds a FINRA Series 7 through LPL Financial and an Insurance Producer license. She earned her bachelor’s degree from Virginia Commonwealth University, where she majored first in studio arts for design and illustration, and then in art history with a minor in religious studies.

Sabrina was born in Seoul, South Korea; her parents were both serving in the US Army. She has lived in three countries and three states, most recently in Puerto Rico, before settling in Virginia during her college years. She speaks fluent Spanish and enjoys reading, Greek mythology, and acquiring sentimental houseplants.

Get to Know Sabrina

Favorite Quote

“It is okay to be who you are— be true to yourself, just be more of it and love it.”

Favorite Food

Almond croissants from Fresh Baguette

Kathy delivers conscientious diligence as an Administrative Associate for PlumTree Financial clients. Kathy serves as the first point of contact for fielding client questions and getting the day-to-day operations done quickly and correctly. Kathy excels at supporting group retirement plans, executing insurance related matters, and organizing client events. Kathy’s mission is to help clients feel completely supported and valued, while taking care of tasks with precision, purpose, and persistence.

 Prior to joining the PlumTree Financial Team, Kathy worked in a variety of industries, including Financial Services and Hotel Management. Kathy has decades 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 dogs Brody and Hooper. When not working or volunteering, Kathy enjoys gardening, hiking, crafting, reading, and spending time with family and friends.

Get to Know Kathy

Favorite Quote

“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

Favorite Food

Homemade pizza (team pineapple)

Brock delivers responsive efficiency as a Client Service Associate for PlumTree Financial clients. Brock implements the team’s investment strategy in alignment with the advisor’s client’s unique financial goals. He conducts research and investment due diligence, and he supports advisory account management and investment strategy maintenance. Brock excels at explaining key points to clients in a way they understand and empowers them with confidence in their financial future. 

Brock has worked in the financial services industry for over 25 years, with 11 years in fixed income portfolio management. He worked primarily with Bank of America in Charlotte, North Carolina, 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 (Chartered Financial Analyst) pushed me intellectually, forcing me to think more precisely about how we see the markets and the economy.” He has an MBA (Master of Business Administration) 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 on Fripp Island, South Carolina, where they enjoy outdoor activities, watersports, boating, and fishing. They are new empty nesters with a daughter attending The University of Tennessee.  Go Vols!!  Brock and his wife love live music and brewery hopping. Once in a while Brock and his daughter jam guitars, play with friends, and bring their talents into their church.  His family contributes as volunteers with their church (Give and Teach school in Guatemala), hurricane relief- clean up at Carolina beaches, Room at the Inn service (housing the homeless in winter at the church), and Bright Side Youth Ranch in York SC.

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."

Get to Know Brock

Favorite Quote

"Therefore do not be anxious about tomorrow, for tomorrow will be anxious for itself. Sufficient for the day is its own trouble."

Favorite Food

Anything my wife makes - I was late to being a foodie, but I’m starting to get it!

Kelly Foster is known for delivering conscientious capability as an Administrative Associate for PlumTree Financial by engaging clients with an exceptional level of dependability and warmth that builds trusted, long-term relationships. Kelly's love of learning and growing has led to significant career experience in deployments, logistics, human resources and all facets of office and team management. She puts her detailed expertise to work for clients by being proactive and in control of the overall operations, ever staying a step ahead of potential issues. Clients appreciate her responsive and organized approach to fulfilling their day-to-day service requests.

Kelly brings more than 30 years of professional experience across a variety of organizations, including 26 years in the government contracting arena. Having spent much of her career deploying and supporting contractors to austere locations, including Haiti, Libera, Afghanistan and Iraq, in support of US Government missions, Kelly developed an unwavering ability to meet any challenge in support of her team.

Kelly graduated cum laude from Marymount University with a Bachelor's in Paralegal Studies.

Personally, Kelly enjoys spending time with her husband of 29 years, Glen, and their hound mix rescue, Clark. Kelly is an avid reader, active in her church and likes to garden and volunteer in her spare time.