Our Team

Experienced Financial Professionals Dedicated to Helping You Achieve Your Goals
  • Edward C. Skelly, CLU®, CHFC®, RICP®, RFC®
    Edward C. Skelly, CLU®, CHFC®, RICP®, RFC® PRESIDENT & FOUNDER

    With over two decades of experience in the financial services industry, Ed has been providing financial planning services to residents of the Northern Virginia area since 1990. Since 1995, Ed has expanded his practice across the country with clients in Florida, Georgia, South Carolina, North Carolina, California, New York, New Jersey, Maryland, Virginia, Pennsylvania, and Texas.  Many of his clients have experienced major life changes including retirement, sale of a business, inheritance, divorce or the loss of a spouse or loved one.

    Born in Kingston, NY and raised in Catskill, NY, Ed has been a resident of Ashburn, Virginia since 1991. When he’s not in the office, Ed enjoys spending time with his wife, Amy and their three beautiful children, Ryan, Lauren and Courtney. Ed is a graduate of the Culinary Institute with an Associate Degree in Culinary Arts in 1984, advancing to obtain his Bachelor of Science Degree in Hospitality Management at Florida International University in 1986. Ed personally values education as a way to promote professional excellence and looks for avenues to help others achieve and learn.

     

    Professional Memberships & Accreditations

            • Chartered Life Underwriter® (CLU®)
            • Chartered Financial Consultant® designation (ChFC®)
            • Retirement Income Certified Professional (RICP®)
            • Registered Financial Consultant designation (RFC®)
            • Society of Financial Service Professionals, Washington, DC Chapter | Member
            • Leaders Club of Washington (Served as President in 1998)
            • Million Dollar Round Table | Member & Committee Volunteer
  • Michael N. Bui
    Michael N. Bui DIRECTOR OF OPERATIONS

    Michael has 10 years of experience in the Financial Services industry. He oversees the management of office and business technology operations, and provides support in the development and implementation of financial plans, wealth management, and legacy planning for the firm. He is also responsible for insurance operations and various levels of investment analysis and service. Michael is a Registered Representative of ValMark Securities Inc., a member of Financial Industry Regulatory Authority (“FINRA”) and holds a Series 7 & 66 registration as well as Life, Health, and Variable insurance licenses. Michael began his professional career in 2005 amassing a wealth of experience with positions held at Ferris, Baker Watts, Inc., New York Life Insurance Company, and Wachovia Securities. In 2009, he joined Sterling Financial Partners as the Operations Manager and became the Director of Operations in 2011. Michael resides in Bristow, VA with his wife, Tamara, and son, Logan.

  • Thomas J. Stephen
    Thomas J. Stephen PARA PLANNER

    Thomas was born and raised in New Hampshire and graduated from the University of New Hampshire in 2015 with a Bachelor’s of Science in Business Administration, concentrating his studies in Finance with a minor in Political Science. Thomas is a Registered Representative of ValMark Securities Inc., a member of the Financial Industry Regulatory Authority (FINRA) and recently attained completion of the Series 7 and Series 66 registrations as well as Life and Health licenses in 2015. He joined Sterling Financial Partners in 2015 after graduation. Thomas provides support in the development and implementation of financial plans, assisting clients with the firm’s technology portal and with all aspects of client service. Thomas resides in Reston, VA and enjoys volunteering, cooking, and traveling to different US cities.

With over two decades of experience in the financial services industry, what we have always done best is LISTEN to our clients.

OUR BACK OFFICE SPECIALISTS

Through our relationship with ValMark, we have access to an experienced support team, with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff.

  • Caleb Nitz, CFP®
    Caleb Nitz, CFP® Vice President of Business Development

    Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group.  His primary responsibility is working with existing and potential Member Firms to integrate Valmark’s unique tools, resources and people to help them grow. Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™.  In addition to his FINRA series 7, 24 and 66 securities registrations, Mr. Nitz is a CERTIFIED FINANCIAL PLANNER™. In his free time, Caleb enjoys skiing, bicycling and volunteering with his wife, Hannah.

  • Chris Finefrock, MBA, CFP®
    Chris Finefrock, MBA, CFP® Vice President of Financial Planning

    Chris Finefrock is the Vice President of Financial Planning for our partner, Valmark Financial Group.  In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.

  • Judson Forner, CFP®, CRPC
    Judson Forner, CFP®, CRPC Vice President of Planning Review

    Judson Forner is the Vice President of Planning Review for our partner, Valmark Financial Group.  In his role, he oversees and is a resource for all insurance and investment product lines including research, case analysis and design, product recommendations and advanced product concepts. In addition to his FINRA series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Mr. Forner earned a BSBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED RETIREMENT PLANNING COUNSELORSM.

  • Tyler Denholm, CFA
    Tyler Denholm, CFA Vice President of Investment Management and Research

    Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group.  His primary responsibility is overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios, and TOPS® Variable Insurance Trust.  In addition to his FINRA series 7 and 24 securities registrations, Mr. Denholm has earned the Chartered Financial Analyst® designation.

  • LAUREN BALLANTINE
    LAUREN BALLANTINE Vice President of Underwriting

    Lauren Heinz-Ballantine is a Senior Underwriter for our partner ValMark Financial Group. She is responsible for the design and management of underwriting for special risk cases and serves as escalation contact for any new business issues. Lauren previously served as a technical advisor for ValMark and has presented at several industry conferences. She earned a BA in Biology and Art at the College of St. Benedict and St. John’s University, where she won a President’s Scholarship. She is a Fellow with the Academy of Life Underwriting (FALU), serves on the Program Committee and is a member of the Twin Cities Association of Home Office Underwriters (TCAHOU), and holds Life and Health insurance licenses.

  • KRISTEN FINEFROCK, CFP®
    KRISTEN FINEFROCK, CFP® Planning Coordinator

    In her role as Planning Coordinator for our partner, ValMark Financial Group, Kristen Finefrock assists Member Offices in the analysis of Life Insurance planning within estates, business and retirement planning and individual coverage. She specializes in Life Insurance through the Life Assurance 360® process, as well as project management. Ms. Finefrock is responsible for overseeing the ValMark Intern Program and works closely with MyCase. She earned her BBA in Corporate Finance from the University of Akron, Cum Laude, as well as membership into the Financial Management Association. She has received the designations of Honor’s Scholar – University Honor’s College, and CERTIFIED FINANCIAL PLANNER™. Ms. Finefrock holds Ohio Life and Health licenses, as well as FINRA Series 7 and 24 securities registrations.

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