Our Team

Phone (703) 293-3100

As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together.

We work closely with you to develop, implement, and review a personal action plan for growing and protecting your wealth. Above all else, we are dedicated to always working in our client’s best interests and we are committed to the following core principles –

  • Maintain honest, transparent, and open communication at all times
  • Provide proactive, world-class service
  • Consistently deliver advice that is appropriate, unbiased, and timely


James GambacciniCFP®

Financial Planner, Managing Partner

Andrew CasteelCFP®

Financial Planner, Chief Investment Officer

Valerie Cummins

Office of Supervisory Jurisdiction

Jon BrowningAIF®, RFC®, CFS®,ChFEBC®, CLTC

Financial Planner

Margaret Swinney

Financial Planner

Jonathan CoxEsq.

Financial Planner

Wayne PampaloniCFP®

Financial Planner, Partner

Ryan ForbrichCFP®

Financial Planner

Justin Souder

Associate Financial Planner

Nathan Gertler

Associate Financial Planner

Jordan Sacks

Financial Planner

Vincent BarrettCFP®

Financial Planner

Shannon (Chip) Ware

Financial Planner

Don Heishman

Financial Planner

Sean Tyll

Financial Planner

Douglas RauschCFP®, CPA

Financial Planner Emeritus

Tax and Accounting

Maryellen BagleyCPA, EA

Senior Tax Accountant

DeAnna GambacciniEA

Director of Tax

Christine OldfieldEA

Senior Tax Advisor & Manager

Portfolio Managers

Ron Whitley

Portfolio Manager, Investment Analyst

Steve Brandt

Portfolio Manager, Investment Analyst

Mark Herman

Portfolio Manager, Head Trader

Business Development

Jim Cummins

Director of Business Development

Frank M. JacobsCLU, ChFC

Insurance Specialist

Client Service Team

Anthony Castaldi

Director of Operations

Rosa Interiano

Client Service Associate

Michael Fowler

Director of Alternative Investments and Estate Services

Cindy Flores

Client Service Associate

Cynthia Rivas

Client Service Associate

Ashley Magnani

Client Service Associate
Acorn Financial Services
1875 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone 703-293-3100

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