Our mission is to help our clients achieve financial peace of mind by preserving and maximizing intergenerational wealth. We accomplish this by being a trusted advisor due to our professional knowledge, undisputed integrity, and personalized service.
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|Brian J. Bogart, CFP®, AWM|
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Brian graduated from the University of Virginia McIntyre School of Commerce/Accounting with a Bachelor of Science in accounting in 1977, and received his Master of Business Administration in financial management from National University in 1981. In order to stay on the cutting edge of his field, he continues his career-related education through the Financial Planning Association and ongoing reading and education programs.
In 1993, Brian earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and in 2009, he was named one of Northern Virginia's Top Expert Financial Advisors by Northern Virginia Magazine. He has also been selected as one of America's Top Financial Planners by Consumers' Research Council of America. Brian is a sought-after speaker who has conducted seminars on various investment topics for the top executives of Fortune 500 companies, hosted a talk show called "The Prudent Investor" on WPGC business radio, and been a guest speaker on "Mind Over Money" on CBS Morning News with Andrea Roane.
Brian is an active member of the Financial Planning Association in the National Capital Area. He resides in Vienna, Virginia with his wife Donna.
|James Bogart, CFP®, ChFC|
Senior Financial Associate
James completed his undergraduate work in economics at the University of Virginia and earned his executive certificate in financial planning from Georgetown University. He is a registered representative, a Chartered Financial Consultant (ChFC), and holds the Life and Health Insurance license. James also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In addition, he is a Certified Financial Analyst (CFA) Level I candidate.
James currently serves on the board of directors for the Financial Planning Association of the National Capital Area and local non-profit organization Food for Others. James is an Eagle Scout and a lifetime member of the National Eagle Scout Association (NESA). He resides in Vienna, Virginia with his yellow Labrador retriever. In his free time, he enjoys golfing, traveling, reading, and cooking.
Senior Investment Associate
Michelle has been working in the financial services industry for sixteen years and has been an integral part of The Bogart Group since 1996. She holds the Series 7 and 63 licenses, as well as life and health insurance licenses. She is well-versed in various aspects of the business including wealth management, compliance, business development, operations and client relations.
Michelle resides in Oak Hill with her husband and two children. She enjoys volunteering her time coaching competitive cheerleading, being a hockey mom and personal fitness.
Senior Investment Associate
Kevin completed his undergraduate work at the University of Virginia, and has been with The Bogart Group since 2007. He holds the Series 7 and 66 licenses. He is well-versed in various aspects of the business, and is an integral part of the investment management process.
Kevin resides in Arlington, Virginia. In his free time, he enjoys music, playing guitar, spending time with friends and family, and cooking.
Lois joined the Bogart Group in 2008 from the trust department of Bank of America in New Jersey. She has extensive experience with trust administration and property and casualty insurance. She is an asset to the group and is responsible for client services and administrative functions.
Lois lives in Purcellville. In her free time, she enjoys attending a variety of car shows with her husband, reading and gardening.
Adam is a graduate of Virginia Tech and joined the Bogart Group in 2009. Since joining us, he has acquired his Series 7 and 66 licenses. Adam assists in all areas of client services to include online access inquiries, asset research, asset tracking, portfolio management and performance tracking.
Adam enjoys music and plays the drums in his church group. He can often be found playing at local colleges. Food is his other passion; both cooking and eating.
Michael completed his undergraduate work at the University of Alabama, and joined The Bogart Group in 2012. He spent three years at Scottrade in Birmingham, AL, while completing his studies. Michael assists in all areas of client services.
Michael resides in Arlington, VA. In his free time, he enjoys lacrosse, golfing, and spending time with friends and family.
Associate Financial Advisor