Tony is a Senior Wealth Advisor with over forty years experience in the financial services industry. He and business partner Valerie Kaiser founded EldenStreet Financial in 2015. As a advisor, Tony holds the designation of CERTIFIED FINANCIAL PLANNER™ and an Investment Advisor Representative (IAR) with Eagle Strategies LLC, a Registered Investment Advisor. Tony and his team partner with clients to help them succeed and achieve their life goals with effective financial planning strategies.
Throughout his professional career, Tony has been active in the industry, having served as President of Society of The Financial Service Professionals-Northern Virginia Chapter. He is a Past President of NAIFA (National Association of Insurance and Financial Advisors)-Northern Virginia Chapter. His professional affiliations include membership in the National Capital Area Financial Planning Association and the Northern Virginia Estate Planning Council.
Within the community, Tony has dedicated countless hours to volunteer organizations. He has served on the Boards of numerous community service organizations and is a Past President of The Rotary Club Of Herndon Virginia. Tony is passionate in the fight against Alzheimer’s and is committed to accelerating the global effort to eliminate this dreadful disease. Tony and his wife, Rosemary, reside in Great Falls, Virginia.
Val is a Senior Wealth Advisor with over twenty-eight years’ experience in the financial services industry. In 2015, she and business partner, Tony Fulkerson, founded EldenStreet Financial. Working with families and business owners, specializations include:
- financial, business and estate planning, with insurance and investment solutions implementation. Our ongoing monitoring, review and service provides a practical approach to wealth accumulation and reduced investment risk.
Val holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is both an Investment Advisor Representative (IAR) with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with NYLIFE Securities LLC. She currently holds FINRA Series 7, 63 and 65.
Val and her team partner with clients to achieve better positioning of personal or business assets: all to enhance retirement security with effective and tax-efficient planning strategies.
Throughout her professional career, Val has been active in the industry, having been elected to serve on a national board and executive committee with New York Life’s Agents Advisory Council. Her professional affiliations include membership in the National Capital Area Financial Planning Association and NAIFA, National Association of Insurance and Financial Advisers. Most recently she was named to FORBES’ Top Financial Security Professionals Best-in-State List each year since 2022.
Within the community, she has served on numerous boards and as the Chair of the Dulles Regional Chamber of Commerce 2019-2020, past chair of Dulles Executive Women and has dedicated countless hours to volunteer organizations.
She has served on the boards for Turning Point Suffragist Memorial Association and Women in Business Initiative for the George Mason University School of Business.
Valerie and her husband, Bruce, reside in Sterling, Virginia, where they enjoy being with their large family of five children, a daughter-in-law, two sons-in-law and six grandchildren and Georgie, the silver Maine Coon silver cat.
“It is important to me to enrich your life by taking any financial issues, concerns and questions off your mind. You’ve worked hard for all you have. I help you protect it and have a secure future with the freedom to do what you want. This is the greatest contribution I can make.”
Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: www.forbes.com/.
Mario is an advisor associate of EldenStreet Financial. Since 1999, he has helped people understand their investments and implement efficient distribution strategies. Since 2006, his focus has been to serve the Fairfax County Public Safety Community (Fire & Rescue, Police and Sherriff), and Civilian employees. He is extremely familiar with the Fairfax County Benefits programs including DROP, 457(b), and survivor benefit options. This has led to a breadth of knowledge and extensive experience with the Virginia Retirement System (VRS), and with members of FCPS, ACPS, APS and FCCPS.
As a former tutor and teaching assistant (LAUSD), Mario uses and trusts the relationship-based approach to financial education and advisory services.
Mario holds the following licenses:
(FINRA Series 7) General Securities Representative
(FINRA Series 65) Uniform Investment Advisor Law Examination
(FINRA Series 63) Uniform Securities Agent
(FINRA Series 6) Investment Company Products/Variable Contracts Limited Representative
Life, Health and Variable Annuities Agent
Mario and his wife reside in Burke, Virginia with their two children.
Dream Vacation Any trip with family and great food
First Job Consular Office US Embassy
All Time Fave Food Stew (so many versions, so little time)
Biggest Pet Peeve Lack of communication
Life Goal Leave the world better than I found it
Fun Fact Once upon a time I won 1st Place in Fairfax County, VA HS Regionals AAA Indoor Track & Field for individual sprinting (500m) and within a few months unexpectedly found myself whitewater rafting with friends down the Ganges River in India (AMAZING YEAR!)
Marguerite is a Financial Adviser at EldenStreet Financial, partnering with individuals, families, and business owners to develop sound financial strategies promoting financial security and peace of mind. She applies her expertise in financial planning, investment management, and risk management to help clients organize their financial lives, clarify their goals, and make prudent decisions. She most appreciates spending time with clients and developing authentic relationships.
Marguerite holds a designation as a CERTIFIED FINANCIAL PLANNER™. She is both an Investment Advisor Representative (IAR) with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with NYLIFE Securities LLC. She currently holds FINRA Series 7 and 66 licenses.
Before coming to the financial planning industry, Marguerite had a very successful career in the defense consulting industry providing senior program and financial management, systems engineering, and technical advisory services to major acquisition information systems.
Marguerite graduated from Rhodes College with a bachelor’s degree in International Studies, and from Harvard University with a master’s degree in Middle Eastern Studies. She also holds a certificate in Financial Planning from the University of Virginia.
Marguerite and her husband live in Fairfax, Virginia with their elementary-age son, where she is active in several community organizations.
Dream Vacation A week at home by myself to work on my home to-do list, or Scottish Highlands tour
Life Goal Simplify things and feel the sense of peace and well-being that comes with having enough and everything in the right place; leave a lighter footprint (memories instead of stuff)
Fun Fact When I was growing up in Columbia, MD, spaghetti was considered exotic ethnic food
All Time Fave Food Middle Eastern, particularly Turkish Lentil Soup and good Iskender Kebab
First Job Lifeguard
Biggest Pet Peeve None
Love People Who Remember other people’s anniversaries
Jon is a Financial Adviser with EldenStreet Financial, specializing in financial, business, insurance, and retirement planning. Jon is an investment Advisor Representative (IAR) with Eagle Strategies, LLC a Registered Investment Advisor and a Registered Representative with NYLIFE Securities LLC.
Since 2008, Jon’s focus has been to determine financially where clients are now and help them to where they want to be in the future.
In addition to more than 15 years of experience and obtaining a bachelor’s degree from Radford University, Jon holds a LUTCF (Life Underwriter Training Council Fellow) designation through the American College. In 2016, Jon was nominated and elected as one of the top “4 advisors under age 40” in the Northern Virginia chapter of NAIFA (National Association of Insurance and Financial Advisors).
Pooja started working with ESF in 2017, as a client services associate. In her new role as a Client Services Manager, she also serves as Administrative Head, Office Manager, and Digital File Custodian at EldenStreet Financial.
As Client Services Manager, she provides personalized support, addressing client inquiries, and ensuring smooth transactions across all financial services. She builds strong client relationships, anticipate client needs, and work closely with other departments to resolve issues efficiently, driving high levels of client satisfaction and retention.
As Administrative Head and Office Manager, she specializes in streamlining operations, overseeing office management, and ensuring smooth administrative processes.
In her role as Digital File Custodian, she is responsible for maintaining secure and organized digital records of client files, ensuring data accuracy and accessibility.
Additionally, she takes charge of compliance work for agents, ensuring that all necessary regulations and licensing requirements are met, contributing to the firm’s adherence to industry standards.
Her multi-faceted role combines leadership, client service expertise, and operational management to deliver outstanding results for both clients and the firm.
Pooja holds a bachelorette degree in commerce from the University of Delhi, India. She resides in Chantilly, VA with her husband and two children.
All Time Fave Food Italian (Anything and everything with cheese)
First Job With my dad in his jewelry store after completing my diploma in Jewelry Designing (I was 19 years old)
Fun Facts
As a Cancer Zodiac sign, she appreciates beautiful things, nurturing, cooking and entertaining to spend time with her family.
She has an Associate degree in Jewelry Designing.
Her main hobby of self-expression lead her to obtaining her certification as a make-up artist and has helped countless women feel beautiful for their special events, feeling confident and radiant on their big day!
Diana T. Le joined EldenStreet Financial as Director of Client Relations specializing in client services and account management. Previously she was an agent with New York Life for five years. Diana also holds a life and health insurance license and has extensive experience with a range of insurance products.
Diana brings over 16 years of experience in client and corporate relations from her position with an educational association serving as their Educational Partners Program Director in charge of soliciting corporate membership, sponsorships, advertising and exhibits sales.
Partners Program Director in charge of soliciting corporate membership, sponsorships, advertising and exhibits sales. Diana holds a B.A. in International Business from the College of Notre Dame of Maryland in Baltimore and a graduate leadership certificate from Johns Hopkins University.
Diana completed a three-year photography certificate program and practices her skills going on photography excursions and capturing photos of her extensive family and friends. She resides in Centreville, VA with her husband, Brad, and their four children.
Ambika is a Financial Adviser at EldenStreet Financial and thrives in helping individuals, families and businesses develop clear, actionable financial strategies that align with their long-term goals.
She is an Investment Advisor Representative (IAR) with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with NYLIFE Securities LLC. Ambika currently holds FINRA Series 7 and 66 licenses.
Ambika started her career in India with the Taj Group of hotels and has also worked with The Ritz Carlton and Bozzuto Management.
She holds a B.A. Hons in Hotel Management from the University of Huddersfield, UK and a B.A. from University of Delhi, India.
Ambika lives in Loudoun County along with her family.
Ignacio is a financial advisor with EldenStreet Financial. Since 2023, he has helped people understand why planning for their future is critical. He focuses on helping clients protect, invest, ensure and transfer their assets and manage their wealth. He works with individuals and business owners.
As a former Chief Financial Officer of middle market companies in the financial services and cybersecurity sectors, he is well versed in how to mitigate risks and that made his transition from corporate to personal financial planning easier. Ignacio works in building relationships that will turn into successful engagement with his clients.
Tim is a Financial Adviser with over 35 years of experience helping his clients find money they are losing unknowingly and unnecessarily and using those dollars found to solidify their financial future, preferably without impacting their current lifestyle.
Tim holds a Chartered Financial Consultant (ChFC®) and Chartered Life Underwiter (CLU®) designations from The American College of Financial Services and specializes in wealth and protection planning. Tim is an Investment Advisor Representative (IAR) with Eagle Strategies, LLC. Tim is also a Registered Representative with NYLIFE Securities, LLC, and an agent with New York Life Insurance Company.
Happily married to his wife of 40 years, Jan, Tim has three adult children, six grandchildren, and a fantastic miniature dachshund, Riley. Tim and Jan currently live in Fairfax, Virginia, and are thrilled to be part of the EldenStreet Financial family.
Jacqueline is a bilingual professional and joined EldenStreet Financial in January 2022. She was born and raised in South Korea and moved to Toronto, Canada for her high school degree. Then she moved to Utah, USA in 2011 and graduated Magna Cum Laude from Utah Valley University, with a Bachelor of Science in Personal Financial Planning. She was one of the TD Ameritrade Institutional Next Gen Scholarship Program recipients in 2015 and rang the Closing Bell at NYSE with other scholarship recipients. She currently holds FINRA Series 7 and 66 licenses.
Prior to joining EldenStreet Financial, Jacqueline worked as a Director of Client Services at Heritage Financial Place in Utah for six years. She strives to provide outstanding service experiences to clients in a timely and effective manner. Jackie focuses on client support and working as a member of the advisory team.
