Organization and Industry Involvement

Alzheimer’s Association

Tony has been active in raising funds for the Alzheimer Association. He has been a Team Co-Captain in the Reston Virginia Walk. Val is the Chair for the 2020 Walk. The Walks are held annually in more than 600 communities nationwide. The Alzheimer's Association Walk to End Alzheimer’s^® is the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research.

Special Olympics

Tony is a supporter of Special Olympics in Virginia, as he and his son Matt coach basketball in Fairfax County. The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities.

Kids R First

Tony is a supporter of Kids R First, a non-profit that donated school supplies to over 25,000 needy kids at 90 schools in Northern Virginia. Kids R First was honored to be ONE of the Best Non-Profits by the Greater Washington Catalogue for Philanthropy 2013.

Rotary Club

Tony is a past President of the Herndon Rotary Club. The local club is a part of Rotary International, which includes 1.2 million community leaders who come together to create positive, lasting change both locally and around the world. A few of the many projects of the Herndon Rotary Club include Youth Scholarships, Music/Band in Herndon Schools, Dolly Parton Imagination Library, Herndon-Reston FISH, and the Senior-Senior Prom.

Dulles Regional Chamber of Commerce

Val began her term as Chair of the Dulles Regional Chamber of Commerce January 2019.

Turning Point Suffragist Memorial Association

Val has been on the TPSM BOD since 2015. The objective of the Turning Point Suffragist Memorial Association (TPSMA) is to educate, inspire and empower present and future generations to remain vigilant in the quest for liberty, freedom and equal rights. Education is the driving force behind everything to which the association aspires. How will we do it? By building a memorial to commemorate and honor those who fought for seven decades to enfranchise all American women, establishing the Turning Point Institute and developing a Constitution Trail in collaboration with numerous historical sites germane to our ever-evolving Constitution.

CFP® Board

Tony and Val both hold the CFP® designation. The mission of the Certified Financial Planner /board of Standards, Inc., is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Agents Advisory Council

Valerie was elected to New York Life Insurance Company’s Agents Advisory Council (AAC) for 2014, serving as Associate Chairperson on the Agency Support Committee and for 2015, she was elected by her peers to serve on the Executive Committee. Founded in 1946, the AAC is a prominent group of 24 New York Life Agents elected by their peers to communicate the issues and perspectives of their fellow Agents working in tandem with senior management for their mutual benefit. The AAC's objectives are to work with the Home Office senior management in a partnership characterized by openness and empathy; to provide Field perspective on ways to improve products, services and programs; and to serve as a sounding board for new initiatives. The AAC will continue to strive to make New York Life the best it can be and to create an environment in which everyone benefits - the Home Office, Agents, Field management, and most of all our policyholders.

Financial Planning Association

Tony and Val are active members of the association. The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.

Members of FPA are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.