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

Matthew BrennanCFP®

Financial Planner, Partner

Peter GroseCFP®

Financial Planner, Partner

Andrew CasteelCFP®

CIO, Financial Planner

Wayne PampaloniCFP®

Financial Planner, Partner

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

Financial Planner

Daniel Williams

Financial Planner

Katharine SchelhornCFP®

Financial Planner

Margaret Swinney

Financial Planner

Ryan ForbrichCFP®

Financial Planner

John RyanJD, CPA, CFA, CFP®

Financial Planner, Partner

Vincent BarrettCFP®

Financial Planner

Shannon (Chip) Ware

Financial Planner

Don Heishman

Financial Planner

Portfolio Managers

Ron Whitley

Portfolio Manager, Investment Analyst

Steve Brandt

Portfolio Manager, Investment Analyst

Business Development

DeAnna D’Attilio

Business Development Manager

Rimas Cikotas

Financial Planner, Business Development

Frank M. JacobsCLU, ChFC

Insurance Specialist

Jim Cummins

Marketing Manager

Client Service Team

Michael Fowler

Client Service Manager

Valerie Cummins

Operations Specialist

Anthony Castaldi

Operations Manager

Daryna Glushko

Client Service Associate

Rosa Interiano

Client Service Associate

Adam Smith

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

Location map »