Contact Us

Find a Financial Advisor:

Dan Pattee

In the financial services industry since 1998, Dan has been with Navy Federal Financial Group since 2000. Dan has helped thousands of Navy Federal Credit Union members develop their investment plans.

Dan joined the United States Marine Corps in 1969. He served in Vietnam and retired from the Marine Corps after 20 years of service.

Originally from Chicago, Dan graduated from Loyola Academy College Prep in Wilmette, Illinois and then graduated from the School of Foreign Service at Georgetown University.

He has taught private pilot ground school, history and business management at the junior college level and has over 1,600 hours of flight time as an instructor and cargo pilot. He and his wife Marilyn have six children.

In Arizona, serving Yuma Uptown and MCAS Yuma Branches—appointments preferred.

877-221-8108, x21564  |  daniel_pattee@navyfederal.org

Serving Yuma Uptown

Yuma Uptown Branch
1683 S. Arizona Avenue
Yuma, AZ

Dan Pattee

In the financial services industry since 1998, Dan has been with Navy Federal Financial Group since 2000. Dan has helped thousands of Navy Federal Credit Union members develop their investment plans.

Dan joined the United States Marine Corps in 1969. He served in Vietnam and retired from the Marine Corps after 20 years of service.

Originally from Chicago, Dan graduated from Loyola Academy College Prep in Wilmette, Illinois and then graduated from the School of Foreign Service at Georgetown University.

He has taught private pilot ground school, history and business management at the junior college level and has over 1,600 hours of flight time as an instructor and cargo pilot. He and his wife Marilyn have six children.

In California, serving Carlsbad, Oceanside, Encinitas, Monterey, Lemoore, Port Hueneme and San Marcos Branches-appointments preferred.

877-221-8108, x21564  |  daniel_pattee@navyfederal.org

Serving Carlsbad

Carlsbad Branch
The North County Plaza
1824 Marron Road Suite 112
Carlsbad, CA

Matthew Wiegele

Matthew's career in the financial services industry began in 2007, working in the branches at Navy Federal. While there, Matthew won the President's Award for Service Excellence. He joined Navy Federal Financial Group in 2014.

Matthew has a B.A. in Economics from California State San Marcos and is an avid runner, competing in many marathons and half marathons.

Serving Carlsbad, Encinitas, Lemoore Avenue, Monterey, Mission Viejo, Oceanside, Port Hueneme and San Marcos Branches—appointments preferred

877-221-8108, x22599  |  matthew_wiegele@navyfederal.org

Serving Carlsbad

West Coast Hub Branch
9999 Willow Creek Rd.
San Diego, CA

Veston Thompson

Veston started in the industry in 2006 and has been with Navy Federal Financial Group since 2007. He provides a comprehensive range of financial planning services to clients, including insurance and protection planning, education funding, retirement planning, tax-efficient investment planning, understanding military and government benefits, and estate planning.

Veston holds an undergraduate degree in Business Administration from York College of Pennsylvania. He is an avid runner, enjoys golfing and is an ardent Redskins fan.

Serving Mission Valley, Clairemont Mesa, Liberty Station, Tierrasanta, Miramar and Sorrento Mesa Branches—appointments preferred.

877-221-8108, x81559  |  veston_thompson@navyfederal.org

Serving Mission Valley

West Coast Hub Branch
9999 Willow Creek Rd.
San Diego, CA

Gil Matro, CMFC ®

Gil has worked in the financial services industry since 1996, joining Navy Federal Financial Group in July of 2000. Throughout his time here, he has helped members of the credit union grow and protect their assets.

Gil graduated from San Diego State University with a B.A. in Public Administration and San Diego Mesa College with an A.A. in Selected Studies.

Gil is an avid tennis player and was ranked on the men's singles circuit in Southern California.

Serving Southland Plaza, Eastlake, Imperial Marketplace, Santee, National City, South Bay and Naval Base San Diego Branches—appointments preferred.

877-221-8108, x21501  |  gil_matro@navyfederal.org

Serving Southland Plaza

Southland Plaza Branch
Southland Plaza Shopping Center
555 Saturn Boulevard, Suite C
San Diego, CA

Mike Tolliver

Mike has worked in the Financial Services industry since 2013, specializing in building custom, comprehensive plans for both individuals and their businesses. He joined Navy Federal Financial Group in April of 2016 and works with members throughout the state of Colorado. Mike graduated from Truman State University with a B.S. in Business Management and went on to get several Masters Degrees in Philosophy and Theology. While living in St. Louis and Boston, he taught undergraduate, and graduate level Business Ethics at the University of Missouri, St. Louis and Northeastern University. When not in the office, Mike loves hiking, camping, downhill skiing, taking on house projects and watching football.

Serving Buckley AFB, Peterson AFB and Fort Carson Branches—appointments preferred.

877-221-8108, x24284  |  mike_tolliver@navyfederal.org

Serving Buckley AFB

1125 S. Tower Rd.
Aurora, CO

Kent Miller

Since 1994, Kent has worked in the financial services industry, and he joined Navy Federal Financial Group in 2010. Kent helps clients develop comprehensive, personalized plans to reach their financial goals.

He is a native of Northern Virginia and graduated from George Mason University with a B.S. in Public Administration.

An avid outdoorsman, Kent enjoys spending time on the family farm and is very active in youth sports leagues in western Loudoun County.

Centreville, Fairfax and Manassas Parkridge Branches—appointments preferred.

877-221-8108, x21506  |  kent_miller@navyfederal.org

Serving Centreville

Centreville Branch
Fort Hill Office Building
5900 Fort Drive, Suite 105
Centreville, VA

Hien Truong

Hien has been in the financial services industry since 2005 when he joined Navy Federal. He transitioned to Navy Federal Financial Group in 2007 as a Financial Advisor.

From 2009 to 2012, he worked as a Retirement Consultant at Lincoln Financial Group before returning to Navy Federal Financial Group in 2012.

Hien provides one-on-one consulting to members to help them with retirement planning, college saving, tax-efficient investment planning, insurance needs and more. He has also advised the employees of local schools, hospitals and businesses on retirement planning.

Hien has lived in Virginia for over 20 years.

Serving Lee Gound and Dillingham Square Branches—appointments preferred.

877-221-8108, x21577  |  hien_truong@navyfederal.org

Serving Lee Gound

Lee Gound Branch
Quantico Corporate Center
100 Corporate Dr.
Stafford, VA

Delia Arhiri, ChFC®

Delia has been in the financial services industry since 2003 and has been a Financial Advisor with Navy Federal Financial Group since 2006. Delia helps members plan for college, retirement, estate and long-term financial goals. She provides one-on-one financial consultations, conducts financial seminars and speaks at local community events.

She holds an M.B.A. in Finance from American University in Washington, DC.

Delia enjoys participating in community events, hiking and outdoor activities.

Garrisonville, Cosner's Corner and Fredericksburg Branches—appointments preferred.

877-221-8108, x21537  |  delia_arhiri@navyfederal.org

Serving Garrisonville

Garrisonville Branch
Doc Stone Commons Shopping Center
308 Worth Avenue
Stafford, VA

Damien Robertson

Damien has been in the financial services industry since 2007 and rejoined Navy Federal in 2015, having previously worked in supervisory and management positions within the credit union.

Damien helps clients articulate, plan for and pursue their financial goals so they can enjoy their lives the best way possible. His vision is that a goal-focused, plan-driven portfolio is an investor's best strategy to achieve superior, long-term, real-life returns.

Prior to joining the financial services industry, Damien served as an Engineering Corps Officer in the U.S. Army. During his last military assignment, he served as a Platoon Leader for an Aviation Brigade in Seoul, South Korea.

Damien earned his A.A. in Management from Central Texas College and a B.S. in Finance from Strayer University. Damien resides in Howard County, Maryland with his son and enjoys running and supporting Greater Washington professional sports.

Washington Navy Yard, Suitland, Crystal City, Pentagon, and Largo Branches—appointments preferred.

202-651-3571  |  damien_robertson@navyfederal.org

Serving Washington Navy Yard

Washington Navy Yard Branch
9th & M St., SE, Bldg. 218
Ground Floor
Washington, DC

Tom Henriques, CRPC®

Since 1998, Tom has worked in the financial services industry, joining Navy Federal Financial Group in 2007. He focuses on helping members plan for retirement. Though he's worked for large brokerage firms and in the banking sector, Tom feels credit unions are best designed to serve members' needs.

Tom acquired his Chartered Retirement Planning Counselor (CRPC) designation in 2007. His hobbies include fishing, studying the history of the stock market and enjoying time with his wife Wendy and their two sons.

Reston, Ashburn, Sterling and Winchester Branches—appointments preferred.

877-221-8108, x28762  |  thomas_henriques@navyfederal.org

Serving Reston

Reston Branch
Spectrum Center
1821 Fountain Drive
Reston, VA

Kevin Reese, CFS®, CRPC®, RICP®

Kevin has been in the financial services industry since 1987 and a Financial Advisor at Navy Federal Financial Group since 2000. He offers members guidance on investments, retirement and insurance, and is certified as a Fund Specialist and Chartered Retirement Planning Counselor (CRPC).

He graduated from the University of Pittsburgh with a B.A. in Economics and now lives in Potomac, Maryland with his wife and three children. His hobbies include working out and watching his kids play sports.

Rockville, Bethesda, Walter Reed and Germantown Branches—appointments preferred.

877-221-8108, x21588  |  kevin_reese@navyfederal.org

Serving Rockville

Rockville Branch
12244 Rockville Pike
Rockville, MD

Lysa Rothenberg, CFP®

Lysa, a Certified Financial Planner, started working in the financial services industry in 1984 before joining Navy Federal Financial Group in 2007. Prior to that, she worked at the Wall Street firm Salomon Bros. She helps clients reach life goals through comprehensive financial planning.

Lysa is a native of New York and graduated from Skidmore College before attending New York University to become a Certified Financial Planner.

She and her family enjoy traveling, going to the movies, cooking, working out and spending time with friends.

Springfield, Alexandria Hilltop Village, Alexandria Potomac Yard, Ft. Belvoir and Burke Branches—appointments preferred.

877-221-8108, x21615  |  lysa_rothenberg@navyfederal.org

Serving Springfield

Springfield Branch
Springfield Corporate Center
6225 Brandon Avenue, Suite 140
Springfield, VA

Kent Johnson

Kent is a Financial Advisor who started in the financial services industry in 2008 and joined Navy Federal Financial Group in 2009. Before joining Navy Federal, Kent worked for Ameriprise and AXA Advisors. He has worked with individuals, corporations, and non-profit organizations, and helps clients meet their financial goals through strategic financial planning.

Kent is a graduate of the University of Richmond with a B.A. in Economics/Finance and the University of Maryland with a degree in Business Law.

Kent and his family lead a food pantry every other weekend.

Springfield, Alexandria Hilltop Village, Alexandria Potomac Yard, Annandale and Ballston Branches—appointments preferred.

877-221-8108, x21614  |  kent_johnson@navyfederal.org

Serving Springfield

Springfield Branch
Springfield Corporate Center
6225 Brandon Avenue, Suite 140
Springfield, VA

Nancy Matteson

Nancy's career in finance began in 1994, and she joined Navy Federal Financial Group in 2008. Her investment philosophy is to understand where her clients are and where they want to go. She reviews investment options, strategies and risks, and offers them various options for reaching their financial goals.

Nancy holds an MBA from Virginia Tech and Bachelors of Science in Finance from the University of Maryland.

Nancy loves to travel, is a native Washingtonian and currently lives in Oakton, Virginia with her husband Silas and their three daughters.

Serving Hughes Branch—appointments preferred.

703-206-3632  |  nancy_matteson@navyfederal.org

Serving Hughes Branch

Vienna Headquarters
Hughes Branch
820 Follin Lane
Vienna, VA

Linda French

Linda has worked in the financial services industry since 1999, joining Navy Federal Financial Group in 2010. Developing personalized strategies to help members accomplish their financial goals is her professional passion.

Linda is a native of Ohio and attended Davis Business and Aviation. She lives in Vienna, Virginia with her husband and enjoys being active in her community.

Serving Hughes Branch—appointments preferred.

703-255-8667  |  linda_french@navyfederal.org

Serving Hughes Branch

Vienna Headquarters
Hughes Branch
820 Follin Lane
Vienna, VA

Christopher Labrie

Chris is a Financial Advisor who has worked in the financial services industry since 1997. He joined Navy Federal Financial Group in 2002.

Chris' first career was in the Navy. His prior military background and strong family-first focus have been invaluable assets when working with clients.

As a son, husband, father and now grandfather, Chris has spent his life working to protect and provide for his family and is passionate about helping his members accomplish the same for their families.

Tampa, Clearwater and Guam Branches—appointments preferred.

877-221-8108, x21507  |  chris_labrie@navyfederal.org

Serving Tampa

Tampa Branch
Dale Mabry Shopping Center
4538 S. Dale Mabry Highway
Tampa, FL

David McKnight

David began his career with a global investment firm in 2005 before joining Navy Federal Financial Group in 2007. Since then, David has helped clients develop strategies to manage their personal and business finances.

David is a native of Central Florida and graduated from Winter Park and Rollins College, where he earned a B.A. in Economics.

He is active in sports, especially surfing, boxing, and crew.

Winter Park, Patrick AFB, Research Park and Altamonte Springs Branches—appointments preferred.

877-221-8108, x21544  |  david_mcknight@navyfederal.org

Serving Orlando

Winter Park Branch
1755 Semoran Blvd.
Winter Park, FL

Anthony Strachan, CFP®, ChFC® , CASL®

Anthony has been in the financial services profession since leaving the U.S. Navy in 1992. He joined Navy Federal Financial Group in 2002.

Specializing in helping U.S. Military and civilian Federal employees with personal, financial, retirement, estate and long-term care planning, Anthony is knowledgeable in CSRS, FERS, TSP and Military retirement systems and benefits.

He studied financial planning and economics at American College in Bryn Mawr, Pennsylvania and holds the Certified Financial Planner, Chartered Advisor for Senior Living and Chartered Financial Consultant designations.

Previously, Anthony owned and managed Applied Financial Strategies, LLC in Silverdale, Washington.

Pensacola, Davis Hwy. and Pace Branches—appointments preferred.

877-221-8108, x21533  |  anthony_strachan@navyfederal.org

Serving Pensacola

Pensacola Branch
9070 W. Highway 98
Pensacola, FL

Troy S. Schoonover

Troy began working in the financial services industry in 2000, joining Navy Federal Financial Group in 2011. Prior to Navy Federal, Troy was a Financial Advisor with Edward Jones. Troy's goal is to help his clients attain their financial dreams, specializing in retirement income strategies, long-term care and estate planning.

Troy graduated from the University of West Florida with a B.S.B.A degree in Finance/Financial Services.

A father of four, he is the past president of the Gulf Coast Economics Club and has served in a variety of civic, political and charitable organizations.

Pensacola, Davis Hwy. and Pace Branches—appointments preferred.

877-221-8108, x21533  |  troy_schoonover@navyfederal.org

Serving Pensacola

Pensacola Branch
9070 W. Highway 98
Pensacola, FL

Matt Wallin

Matt's career in the financial services industry began in 2003. He joined Navy Federal Financial Group in 2010. His main focus is developing investment strategies and solutions for individuals, their families and their businesses.

Matt's approach to wealth management is all-encompassing and based on specific objectives, risk tolerance and time horizon.

A graduate of Auburn University with a B.S. in Business Administration, Matt lives with his wife, Elizabeth, and their son, Jonathan, in Pensacola, Florida. When not in the office, he enjoys spending time outdoors and fishing on the Gulf Coast.

NW Pensacola, Panama City, Hurlburt Field and Navy Boulevard Branches—appointments preferred.

850-912-0144  |  matt_wallin@navyfederal.org

Serving Northwest Pensacola

NW Pensacola Branch
Heritage Oaks Center
5550 Heritage Oaks Drive
Pensacola, FL

Debbie Clough

Debbie has worked in the financial services industry since 1998. She joined Navy Federal Financial Group in 2000 and became a Financial Advisor in 2004.

Debbie began her career as a Mortgage Supervisor at the Nautilus Park Branch in Groton, Connecticut. She offers Navy Federal members advice on investment options and strategies to help them achieve their financial goals.

Debbie currently lives in St. Marys, Georgia, with her husband Joe, a 30-year U.S. Navy veteran.

Regency Square, Kings Bay, Mayport, River City and St. Marys Branches—appointments preferred.

877-221-8108, x21316  |  debbie_clough@navyfederal.org

Serving Regency Square

Regency Square Branch
Regency Square Commerce Center
9583 Regency Square Boulevard
Jacksonville, FL

Graham Goeddel

Graham began working in finance in 2001 and came on board at Navy Federal Financial Group in 2012. Prior to that, he worked at Merrill Lynch and Morgan Stanley.

Graham has lived in Jacksonville, Florida for more than 20 years, and he earned both his B.A. in Communications and his Masters in Business Administration from Jacksonville University.

He is married to his college sweetheart, has a young son and enjoys tennis, golf and fishing.

St. Johns, Orange Park and Atlantic Village Branches—appointments preferred.

877-221-8108, x21518  |  graham_goeddel@navyfederal.org

Serving NAS Jax

St. Johns Branch
11270 St. Johns Industrial Parkway S.
Jacksonville, FL

Mark Sottile

Mark has been in the financial services industry since 1979, joining Navy Federal Financial Group in 2012 as a Financial Advisor. His extensive experience and broad background in the financial services industry allows him to provide expert guidance to clients and offer investment, retirement, and insurance advice.

Mark received his B.S. in Business Administration from Shippensburg University in Shippensburg, Pennsylvania. Born and raised in the suburbs of Philadelphia, Mark has called Georgia his home for more than 30 years.

Alpharetta, Buckhead, Snellville and Stockbridge Branches—appointments preferred.

877-221-8108, x23698  |  mark_sottile@navyfederal.org

Serving Alpharetta

Alpharetta Branch
5140 Windward Parkway
Alpharetta, GA

Debbie Clough

Debbie has worked in the financial services industry since 1998. She joined Navy Federal Financial Group in 2000 and became a Financial Advisor in 2004.

Debbie began her career as a Mortgage Supervisor at the Nautilus Park Branch in Groton, Connecticut. She offers Navy Federal members advice on investment options and strategies to help them achieve their financial goals.

Debbie currently lives in St. Marys, Georgia, with her husband Joe, a 30-year U.S. Navy veteran.

St. Marys, Kings Bay, Mayport, Regency Square and River City Branches—appointments preferred.

877-221-8108, x21316  |  debbie_clough@navyfederal.org

Serving St. Marys

St. Marys Branch
569 Charlie Smith Sr. Highway
St. Marys, GA

Robin Hue

Robin's career in financial services began in 1995, and in 2007, she joined Navy Federal Financial Group as a Financial Advisor.

Robin assists clients in building and protecting their wealth and retirement savings through comprehensive financial planning. She previously held positions as a Corporate Accountant and a Mortgage Account Executive before discovering her passion for financial planning.

A graduate of the University of Hawaii with a B.A. in Finance, Robin resides in Hawaii and has family ties to the Armed Forces and the Department of Defense.

Kailua and Pearl Harbor Branches—appointments preferred.

877-221-8108, x21574  |  robin_hue@navyfederal.org

Serving Kailua

Kailua Branch
Aikahi Shopping Center
25 Kaneohe Bay Drive, Suite 220
Kailua, HI

Robert A. Brown

Bobby's career in the financial services industry started in 2002, and he joined Navy Federal Credit Union in 2010 before transitioning to Navy Federal Financial Group as a Financial Advisor in 2011.

Prior to Navy Federal, Bobby worked for CitiFinancial, Smith Barney and Regions Bank. He enjoys providing members with tools that will help them save money and reach their financial goals.

Bobby holds both a Bachelor's and Master's Degree in Communications from the University of West Florida.

Federal City, Belle Chasse, Fort Polk, Keesler AFB, Orange Grove, Gulfport and Meridian Branches—appointments preferred.

877-221-8108, x26975  |  robert_a_brown@navyfederal.org

Serving Federal City

Federal City Branch
501 O'Bannon Street, Suite 110
New Orleans, LA

Marnie Hagberg, RICP®

Marnie has been in the financial services industry since 2000. She joined Navy Federal Financial Group in Annapolis, Maryland in 2004. Prior to her financial advising career, Marnie worked 14 years in administration for the Anne Arundel County Government.

Marnie assists clients in developing strategies to manage their personal and business finances. She also provides one-on-one financial advising and conducts educational financial planning seminars both in Navy Federal branches and in the local community.

A Maryland native, she earned her Master's Degree in Social Work at the University of Maryland at Baltimore after completing her undergraduate degree in Psychology at James Madison University in Virginia.

Marnie enjoys antique shows, outdoor concerts and boating on the Chesapeake Bay.

Annapolis Mall, Naval Station Annapolis, Bowie Fairwood Green, Bowie Town Center and Naval Academy Branches—appointments preferred.

877-221-8108, x21579  |  marnie_hagberg@navyfederal.org

Serving Annapolis Mall

Annapolis Mall Branch
825 Bestgate Road
Annapolis, MD

Kwame R. Smith

Kwame has been in the financial services industry since 2000. He joined Navy Federal Financial Group January of 2016. Prior to Navy Federal, Kwame was a Financial Advisor with Synovus Securities in Columbus, GA.

Kwame takes pride in helping his clients reach their financial goals through comprehensive financial planning. Whether it's help with a TSP, 401k, or a Savings account, he can help create an individualized plan to help manage assets into the future.

Kwame graduated from Columbus State University (Columbus, GA) with a B.A. in Business Administration majoring in Finance. He enjoys movies, traveling, and chess.

Laurel Lakes, Odenton, Glen Burnie and Bel Air Branches—appointments preferred.

877-221-8108, x21311  |  kwame_r_smith@navyfederal.org

Serving Laurel Lakes

Laurel Lakes Branch
14260-B Baltimore Avenue
Laurel, MD

Stephen Petrie

Stephen has been in the financial services industry since 1995, joining Navy Federal Financial Group in 2003. Since then, he has helped Navy Federal members with retirement and education planning as well as investment management and insurance solutions.

He grew up in the United Kingdom. After graduating from the University of Sussex with a degree in Mathematics and a teaching certificate, he moved to New York City. There, he gained his first exposure to the U.S. financial markets while working for a Wall Street publisher.

Patuxent River, Indian Head, Manokeek and Waldorf Branches—appointments preferred.

877-221-8108, x21596  |  stephen_petrie@navyfederal.org

Serving Patuxent River

Patuxent River Branch
Patuxent Corporate Center
46241 Corporate Way
Lexington Park, MD

Mohammed Zubairu

Mohammed has been in the financial services industry since 1997, joining Navy Federal Financial Group in 2012. Mohammed works with individuals and businesses to create solutions that are customized to meet his clients' goals. He has experience with traditional deposit and debt solutions as well as investment and insurance solutions. He has held leadership positions at some of the most recognized firms in the world, including the Royal Bank of Scotland's Citizens Bank, Bank of New York Mellon, ING and Bank of America.

In October of 2012, Mohammed took a leave of absence from Navy Federal Financial Group to enlist in the U.S. Navy Reserves. He completed initial training at the U.S. Navy's Recruit Training Command in Great Lakes, Illinois. He continued training at the Naval Air Technical Training Center in Pensacola, Florida to become an Aviation Machinist Mate.

Mohammed studied at the International School of Paris, University of Paris X and the University of Phoenix. He was a candidate for the International Baccalaureate and holds a B.S. in Business. He is married to an educator and serves as mentor to children in his community.

Cherry Hill, Earle and Willow Grove Branches—appointments preferred.

877-221-8108, x21016
844-265-8686 (Fax)  |  mohammed_zubairu@navyfederal.org

Serving Cherry Hill

Cherry Hill Branch
The Plaza at Cherry Hill
1445 Brace Road, Suite F
Cherry Hill, NJ

Meagan Kim

Meagan Kim has worked in the Financial Services industry since 2012. She joined Navy Federal Financial Group in November 2012. Meagan values building relationships with her clients and the community. She is passionate about understanding the different financial goals each member has and looks to develop personalized strategies for retirement, college savings and personal investments. Meagan holds an A.A. in Business Management and enjoys spending time outdoors in the gorgeous North Carolina weather, practicing yoga and cooking healthy meals for her family and friends.

Western Blvd., Fort Bragg, Havelock, Piney Green Road and Yopp Road Branches—appointments preferred.

877-221-8108, x21552  |  meagan_kim@navyfederal.org

Serving Western Blvd.

Western Blvd. Branch
1171 Western Blvd.
Jacksonville, NC

Kelly Kozakiewicz

Kelly is a second-generation Navy Federal employee who began her career in 2004. She joined Navy Federal Financial Group as a Financial Advisor in 2010.

Kelly helps members manage their investment portfolios, make informed decisions regarding TSP, 401(k), and IRA benefits, and creates individualized plans to manage assets for a lifetime.

Originally from the Washington, DC area, Kelly fell in love with both her husband and South Carolina when she attended Clemson University. She has lived in the Charleston area for over 12 years and is a proud parent of two delightful little girls.

Charleston, Fort Jackson, Parris Island, Beaufort and Summerville Branches—appointments preferred.

877-221-8108, x21593  |  kelly_kozakiewicz@navyfederal.org

Serving Charleston

Charleston Branch
North Rivers Shopping Center
7255 Rivers Avenue North
North Charleston, SC

Jeffrey Powell, CFP®, CRPC®

Jeffrey is a Certified Financial Planner and Chartered Retirement Planning Counselor who entered the financial services industry in 2005. He has been with Navy Federal Financial Group since 2010 and focuses on helping members develop and implement plans for retirement, education, risk management and wealth protection.

Born and raised in the Hampton Roads, Virginia area, Jeffrey graduated with a B.A. in Business Administration from James Madison University.

He enjoys saltwater fishing and spending time with his wife.

North Landing, Regency Hilltop, Red Mill and Salem Road Branches—appointments preferred.

877-221-8108, x21508  |  jeffrey_powell@navyfederal.org

Serving North Landing

North Landing Branch
2545 North Landing Road
Virginia Beach, VA

James McDonnell

James has been in the financial services industry since 2004, serving as a Senior Financial Advisor with Merrill Lynch for ten years before joining Navy Federal Financial Group in 2014.

A Norfolk native, James is a 1988 graduate of Old Dominion University with a Bachelor of Science in Business Administration.

He enjoys spending time traveling with his family, hunting and fishing.

Naval Station Norfolk, Janaf, Churchland, Lascara and NSA Norfolk (Naval Support Activity) Branches—appointments preferred.

877-221-8108, x21545  |  james_mcdonnell@navyfederal.org

Serving Naval Station Norfolk

Naval Station Norfolk Branch
7979 Hampton Boulevard
Norfolk, VA

Michael Capell, CFP®

Michael, a Certified Financial Planner, has been in the financial services industry since 1984, joining Navy Federal Financial Group in 2002. He helps people develop investment and insurance strategies to manage their personal and business assets.

A graduate of the University of Virginia's College at Wise, Michael enjoys being outdoors and going horseback riding with his wife.

Lascara (resides but does not service members at this location), Oyster Point, Willow Oaks, Hampton, Newport News, Williamsburg, USCG Yorktown Training Center and North Richmond Branches—appointments preferred.

877-221-8108, x21590  |  michael_capell@navyfederal.org

Serving Newport News

Lascara Branch
1530 International Boulevard
Norfolk, VA

Paul Hughes

Paul began working in the financial services industry in 2000, joining Navy Federal Financial Group in 2002. He helps clients and their families with college, retirement and estate planning.

Prior to his career in finance, Paul served as a Navy Supply Corps Officer and owned a retail musical instrument store.

A native of Pennsylvania, Paul holds a B.S. in Business Administration from Indiana University of Pennsylvania.

He is an avid guitar player, whose musical tastes range from blues to classic rock.

Pembroke, Oceana, Lake Shores Plaza and Newtown Road Branches—appointments preferred.

877-221-8108, x21520  |  paul_hughes@navyfederal.org

Serving Pembroke

Pembroke Branch
Collins Square Shopping Center
4001 Virginia Beach Boulevard, Suite 132
Virginia Beach, VA

Mike Meehan

Mike's finance career began in 1999, and he joined Navy Federal Financial Group in 2007. He helps members and small businesses reach their financial goals.

A native of New York, Mike attended Le Moyne College in Syracuse. He has lived in Hampton Roads, Virginia for over 25 years.

As a former radio broadcaster, Mike enjoys speaking to groups at seminars and informal settings.

Pembroke (resides but does not service members at this location), Dam Neck, Greenbrier, Lynnhaven and Kempsville Branches—appointments preferred.

877-221-8108, x21521  |  michael_meehan@navyfederal.org

Serving Virginia Beach

Pembroke Branch
Collins Square Shopping Center
4001 Virginia Beach Boulevard, Suite 132
Virginia Beach, VA

Andy Barnes

Andy Barnes has been in the financial industry with Navy Federal in 2011 and transitioned to the Financial Group in 2013. Using his knowledge and life experiences, he specializes in assisting members develop financial strategies to reach their personal goals.

Andy graduated from University of West Florida with a B.S. in Economics.

He is a native of Pensacola, FL and when not in the office, spends time with his wife and friends and enjoys fishing and surfing the Gulf.

877-221-8108  |  james_barnes@navyfederal.org

Investment Advisory Center

Pensacola, FL

Rick Bowman

Rick Bowman started in the financial industry in 1995 and joined Navy Federal Financial Group in 2010. He helps members achieve their financial goals by developing personalized strategies. His members appreciate his common sense approach and his ability to explain complex concepts in simple terms.

Rick is a native Floridian and studied at Pensacola College.

When Rick is not working with members, he enjoys spending time with his wife and two children.

877-221-8108  |  william_bowman@navyfederal.org

Investment Advisory Center

Pensacola, FL

Patrick Bryant

Patrick Bryant has been a Financial Advisor since 2010. He specializes in helping members realize their financial goals and objectives through stocks, bonds, mutual funds, and retirement planning. His comprehensive Wealth Management approach is the key in helping members optimize their investment and retirement portfolios. Currently Patrick holds his Series 6, 7, 63, 65, and 215 licenses.

Patrick holds a B.S. in Finance, Investment Management, from the University of Alabama.

Patrick is a native of Gulf Breeze and currently resides in Gulf Breeze, FL.

877-221-8108  |  patrick_bryant@navyfederal.org

Investment Advisory Center

Pensacola, FL

Scott DeLay

Scott Delay began as a financial advisor in 2007 and joined Navy Federal Financial Group in 2011. He stresses to each investor the importance of dividends and investments that pay cash. He is diligent about finding investment options that fit a member's needs, goal and risk tolerance.

Prior to joining the financial services industry, Scott served as a Navy helicopter pilot.

Scott graduated from Southern College with a B.S. in Biology.

Scott is married to a beach girl and fifth-generation Pensacola native and has two children. In his free time, he likes to relax by doing woodworking and canoeing.

877-221-8108  |  scott_delay@navyfederal.org

Investment Advisory Center

Pensacola, FL

Kari Foust

Kari Foust began in the financial services industry in 2004 in the retail banking industry. She joined Navy Federal Financial Group in 2012. Kari enjoys taking the time to educate our members on retirement planning and various investment strategies.

Kari holds a B.S.B.A in Management Information Systems from the University of West Florida.

Kari's greatest pride is her family. She lives with her husband, two children, and her dog Josie.

877-221-8108  |  kari_foust@navyfederal.org

Investment Advisory Center

Pensacola, FL

Katie Hill

Katie Hill began in the financial services industry in 1994 and joined Navy Federal Financial Group in 2013. She began her financial career working for J.C. Bradford & Co., Prudential Securities, and also for a large insurance company assisting clients in retirement, financial estate planning, and a wide variety of insurance needs. Katie helps Navy Federal members achieve their goals by developing and implementing financial plans suitable for their individual needs.

Katie is currently working on her Chartered Financial Consultant designation with American College.

Active in her community, she has served as an officer for several non-profit organizations. She enjoys spending her free time with her husband and two boys.

877-221-8108  |  katie_hill@navyfederal.org

Investment Advisory Center

Pensacola, FL

Khoi Nguyen

Khoi Nguyen began in the financial services industry in 2008. He continued his career as a Financial Advisor in 2011 with Navy Federal Financial Group. He uses his experience to relate to our members and develop personalize financial strategies based on risk tolerance and specified goals.

Khoi grew up in Austin, TX and holds a B.B.A. in Management from the University of Texas at San Antonio.

In his spare time, he enjoys outdoor activities and being around family and friends. He is married and currently lives in Pensacola, FL.

877-221-8108  |  khoi_nguyen@navyfederal.org

Investment Advisory Center

Pensacola, FL

Donald Andrus

Don Andrus has worked in the Financial Services industry since 2006. He joined Navy Federal Financial Group in September of 2009. Over that time, he has assisted in growing and protecting Credit Union member’s assets.

Don attended Orange Coast College in Costa Mesa, California pursuing an A.A. in Selected Studies. Don is an avid runner and plays guitar. Don lives in Maryland with his wife, two children and their dog Abby.

Serving Gaithersburg and Germantown Branches—appointments preferred.

877-221-8108, x21568  |  donald_andrus@navyfederal.org

Serving Gaithersburg

Gaithersburg Branch
104 Ellington Blvd.
Gaithersburg, MD

1-877-221-8108

Monday - Friday, 8:30am to 7pm. ET

Mailing Address
P.O. Box 23602
Merrifield, Virginia 22119-5602

At Navy Federal Financial Group, we're committed to providing you with the tools you need to successfully manage your assets. Contact us by phone or mail for general assistance, or reach out to a financial advisor in your area for one-on-one guidance. Learn more about our team of financial advisors and find one in your area.

Check out our background on FINRA's BrokerCheck.

Navy Federal Financial Group

877-221-8108 - nffg@navyfederal.org
820 Follin Lane SE, Vienna, VA 22180

Nondeposit investment and insurance products offered through Navy Federal Financial Group, LLC, (NFFG) an insurance agency and wholly owned subsidiary of Navy Federal Credit Union, Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Office of Supervisory Jurisdiction, 820 Follin Lane SE, Vienna, VA 22180; phone 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies.

Image used for representational purposes only; does not imply government endorsement" (per 32 CFR 705.13).

You are leaving a Navy Federal domain to go to:

Proceed Cancel

Navy Federal does not provide, and is not responsible for, the product, service, overall website content, security, or privacy policies on any external third-party sites.