AFM News & Notes – Third Quarter 2023

CHAUNTE’S 5TH ANNIVERSARY CELEBRATION

AFM was excited to celebrate Chaunté’s 5th anniversary with the firm. We enjoyed a delicious lunch at Morton’s to highlight her incredible milestone. Please join us in showing our appreciation for the great work she has done for the firm and our clients!

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!

 

U.S. WORLD & NEWS REPORT ARTICLE QUOTES ALEXANDRA ARMSTRONG
Alexandra Armstrong was featured in an article from U.S. News & World Report about housing options for seniors. Alexandra is quoted discussing one of the housing options, continuing care retirement communities. Read the full article here.

 

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

We are excited to have been featured in the second annual Forbes/Shook Top RIA List. Read the article here.

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.

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