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

Advisors

James GambacciniCFP®

Financial Planner, Managing Partner

Andrew CasteelCFP®

CIO, Financial Planner

Matthew BrennanCFP®

Financial Planner, Partner

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

Financial Planner

John RyanJD, CPA, CFA, CFP®

Financial Planner, Partner

Wayne PampaloniCFP®

Financial Planner, Partner

Peter GroseCFP®

Financial Planner, Partner

Daniel Williams

Financial Planner

Margaret Swinney

Financial Planner

Ryan ForbrichCFP®

Financial Planner

Kevin Fox

Financial Planner

Vincent BarrettCFP®

Financial Planner

Brad PondCRPC®

Financial Planner, Business Development

Shannon (Chip) Ware

Financial Planner

Don Heishman

Financial Planner

Sean Tyll

Financial Planner

Adam Smith

Financial Planner

Portfolio Managers

Ron Whitley

Portfolio Manager, Investment Analyst

Steve Brandt

Portfolio Manager, Investment Analyst

Mark Herman

Portfolio Manager, Head Trader

Business Development

Jim Cummins

Marketing Manager

Frank M. JacobsCLU, ChFC

Insurance Specialist

Rimas Cikotas

Financial Planner, Business Development

Tax and Accounting

Maryellen BagleyCPA, EA

Senior Tax Accountant

DeAnna Gambaccini

Tax Director

Client Service Team

Michael Fowler

Client Service Manager

Valerie Cummins

Operations Specialist

Anthony Castaldi

Operations Manager

Cindy Flores

Client Service Associate

Rosa Interiano

Client Service Associate