Insurance Protection & Other Services

Representatives and Advisors

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David Bekenstein CLU, LUTCF

Senior Associate
Tysons Corner Office

David Bekenstein, CLU, LUTCF

Phone: 703.893.2550 x 185 | Fax: 703.893.4595
Email:

David Bekenstein has over 20 years of financial services experience in multiple areas of expertise. To accomplish his client goals, David integrates with legal and accounting counsel creating a “team” of professional advisors. He is consistently focused on designing client solutions that pass compliance standards at the highest levels without compromise.

Professional Credentials
  Chartered Life Underwriter (CLU)
  Life Underwriter Training Council Fellow (LUTCF)
  FINRA Series 6, 7, 63, 65 Professionally Licensed
  Life and Health Insurance Licensed

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Daryl S. Brockman AIF®

President & CEO
Tysons Corner Office

Daryl S. Brockman, AIF®

Phone: 703.893.2550 x 150 | Fax: 703.893.4595
Email:

With over 20 years of experience in the financial industry, Daryl's mission is to help enhance his client’s well-being and financial success by providing them with sound financial advice and exceptional service, while operating with the utmost integrity and professionalism. Through diverse networks and personal relationships he continues to build a dedicated team of experienced and knowledgeable financial professionals prepared to assist clients in achieving their business, financial and family goals.

Professional Credentials
  Accredited Investment Fiduciary (AIF®)
  FINRA Series 6, 7, 24, 51, 63, 65 Professionally Licensed
  Life and Health Insurance Licensed

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Keith P. Brockman AIF®

Financial Advisor
Tysons Corner Office

Keith P. Brockman, AIF®

Phone: 703.287.7127 | Fax: 703.893.4595
Email:

A financial professional and active member of his community, Keith is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, Keith regularly attended industry training and certification programs.

Professional Credentials
  Accredited Investment Fiduciary (AIF®)
  FINRA Series 6,7, 63 Professionally Licensed
  Investment Advisor Representative Series 65
  Life and Health Insurance Licensed

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Neil R. Corey, Jr.

Registered Representative
Tysons Corner Office

Neil R. Corey, Jr.

Phone: 703.893.2550 x 130 | Fax: 703.893.4595
Email:

With over 24 years in the financial services industry, Neil's mission is to help individuals maintain and preserve their assets in addition to provide business owners with a diverse range of solutions that will help support their financial needs. His alliance of professional partnerships provides a turnkey system for offering complete financial service solutions that align with the objectives and goals of his clients.

Professional Credentials
  Life Underwriter Training Council Fellow (LUTCF)
  FINRA Series 6, 63 Professionally Licensed
  Life and Health Insurance Licensed

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M. Paul Friedman CLU, LUTCF

Registered Representative
Tysons Corner Office

M. Paul Friedman, CLU, LUTCF

Phone: 301.657.7971 | Fax: 301.320.2401
Email:


Professional Credentials
  Chartered Life Underwriter (CLU)
  Life Underwriter Training Council Fellow (LUTCF)
  FINRA Series 6, 63, 65 Professionally Licensed
  Life and Health Insurance Licensed



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Carl Grund CFP®, AIF®, CPWA®

Financial Advisor
Tysons Corner Office

Carl Grund, CFP®, AIF®, CPWA®

Phone: 703.287.7128 | Fax: 703.893.4595
Email:

Carl works with select entrepreneurs of small to mid-size businesses with a focus on government contracting. Carl focuses on bringing together additional resources for a unique holistic solution to help his clients reach their long term goals of growth and business succession. Specializing in government contracting, Carl has a unique familiarity with the many different avenues of the business allowing him to stand out in the field.

Professional Credentials
  CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
  Accredited Investment Fiduciary (AIF®)
  Certified Private Wealth Advisor(CPWA®)
  FINRA Series 7, 66 Professionally Licensed
  Life and Health Insurance Licensed

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