CHAUNTE’S 5TH ANNIVERSARY CELEBRATION
DC HALF MARATHON RELAY
AFM had 10 runners split into four teams participate in the annual DC Half Marathon Relay. Our fastest team made up of Nicolette Davicino and Josh Kaplan placed 14th overall! Congratulations as well to Mitchell Strobel, Elizabeth Schleifer, Brendan Murray, Jack Russell, John Wittelsberger, Shahaan Bashir, Carl Holubowich, and Brooklyn Frank!
CARL HOLUBOWICH WAS FEATURED IN AN ARTICLE FROM KIPLINGER
Carl Holubowich was featured in a Kiplinger article about cash savings. Carl discusses the importance of considering your situation when determining your cash needs. Read the full article here.
NICOLETTE & JOSH EARNED THE ENROLLED AGENT (EA) CREDENTIALS
We are proud to announce that Nicolette and Josh have obtained the Enrolled Agent (EA) Certification! EAs are licensed at the federal level by the IRS and can handle the full spectrum of tax matters, for it is the highest credential one can earn. Join us in congratulating them both on this important milestone in their professional development.
AFM MADE THE FORBES LIST OF AMERICA’S TOP RIA FIRMS
2023 Forbes Top RIA Firms, created by SHOOK Research. Presented in October 2023. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.