Meet the Team

Katherine Liola headshot
Katherine Liola

CFP®, BFA®, CRPC®, AIF®
CEO/Founder
kliola@concentricpw.com

Katherine Liola

CFP®, BFA®, CRPC®, AIF®

Industry credentials are a key aspect of the industry, but Katherine never forgets that above all, this is a people business. She learned early on that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with comfort and clarity.

A little background

Katherine was honored by the inaugural InvestmentNews “Top 40 Under 40” list for 20141 and the Washington Business Journal “40 Under 40”2 list in 2017. Her passion for delivering value also earned her recognition in 2017 as a Five Star Wealth Manager by Five Star Professional.3 A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal, USA Today, Woman’s Day magazine and InvestmentNews.

Degrees & Credentials
  • CERTIFIED FINANCIAL PLANNER™ professional
  • CRPC® (Chartered Retirement Planning CounselorSM)
  • AIF® (Accredited Investment Fiduciary®)
  • BFA® (Behavioral Financial Advice®)
  • Series 66 securities registrations, held through Commonwealth Financial Network®
  • Life and health insurance licenses
  • Member of the Financial Planning Association
  • BA Boston College
Giving back

Charitable causes have always been important to Katherine. Even in childhood, her parents instilled a strong sense of community, caring and appreciation. Today, Katherine is grateful for everything the community has given to her – so returning the goodwill comes naturally. Her personal passion, Concentric Cares, is a prime example of that giving back.

Other ways Katherine has served the community
  • Leadership of Greater Washington Signature Program
  • Finance Chair for the Our Lady of Good Counsel High School Board of Directors
  • Finance Advisory Board of Directors for the National Communication Association
  • Vice Chair of the Success in the City Board of Directors
  • Alumni Mentor through the Boston College Mentoring program

Katherine and her husband, David, a sales executive in the IT cyber security space, live in Willowsford, Virginia, with their children: Harper (5), Gannon (4), and Emerson (2). Although weekends might be hectic, Katherine loves spending time with her family – whether it be at a local park, winery, or traveling someplace new. Katherine competes in triathlons and distance running with Team FeXY and finds that training helps her keep up with her children.

Personal Core Values
  • Challenge
  • Excellence
  • Gratitude
  • Health
  • Relationships
  • Independence
Becca 900x900
Rebecca Borton

Associate Client Advisor
rborton@concentricpw.com

Rebecca Borton

CFP®

Rebecca has a way of helping good people be their best. She coaches clients to lead purposeful financial lives so they can confidently support the people and activities they hold dear.

Prior to joining the financial services industry, Rebecca studied international economic development at The American University in Washington, D.C., and the London School of Economics in the United Kingdom. After graduation, she gravitated towards personal finance, so she could see firsthand how her work could impact the lives of others. She has served clients at Raymond James Financial Services, as well as Morgan Stanley.

Rebecca is happy to call Herndon, VA her adopted hometown. When not traveling to visit family and friends, you may find her enjoying the W&OD trail, ArtSpace, or a local yoga studio. She shares her home with her husband Timothy…and at least 30 houseplants.

Degrees & Credentials
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 66 securities registrations held through Commonwealth Financial Network®
  • Life and health insurance licenses
  • BS Economics and BA International Studies, The American University
Personal Core Values
  • Accomplishment
  • Connection
  • Improvement
  • Integrity
  • Service
  • Vision
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Peter Daniels

CFP®, BFA®
Financial Planning and Research Associate
pdaniels@concentricpw.com

Peter Daniels

CFP®, BFA®

Pete brings a passionate focus to every aspect of our financial planning process – from discovery, research, and analysis, to financial plan delivery.

Prior to working at Concentric, Pete was an English teacher for seven years at St. Luke Catholic School in McLean, VA. Peter’s fascination with finances and knowledge of how prudent planning can lead to a more fulfilling life led him to make a career transition from education to financial services.

Peter resides in Annandale, Virginia. In his free time, he enjoys playing the piano and accordion, home brewing, reading history and literature, and participating in historical reenactments.

Degrees & Credentials
  • CERTIFIED FINANCIAL PLANNER professional
  • BFA® (Behavioral Financial Advice®)
  • Series 66 securities registrations, held through Commonwealth Financial Network®
  • Life and health insurance licenses
  • BA University of Virginia
  • PGMT University of Virginia
Personal Core Values
  • Friendship
  • Happiness
  • Health
  • Integrity
  • Religion
Amy resized
Amy Hughes

Client Services Administrator
ahughes@concentricpw.com

Amy Hughes


Amy excels in all areas of client engagement. Her attention to detail is a valuable asset when coordinating client case work and planning client events.

Prior to joining the Concentric team, Amy was a preschool teacher, taught English abroad, and served in the Army as a graphic artist. Amy is also an artist and spends several hours a week in front of a canvas working on pieces for upcoming events or commissions.

Amy resides in Rockville, Maryland, with her husband, Chuck, and her two college kids, Hailey and Cody. In her free time, she enjoys hiking, watching the Nats, brewing beer, and hanging out with friends.

Personal Core Values
  • Adventure
  • Compassion
  • Creativity
  • Humor
  • Optimism

We have YOUR back because these specialists have OUR back.

The Commonwealth Financial Network is a long-time partner and trusted resource that helps round out the Concentric team.

Research Team

Brad McMillan
CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA® Senior Vice President, Investment Management and Research
Susan Kelly, CAIA Vice President, Investment Management and Research
Jim McAllister, CFA® Director, Equity Research
Chad LaFauci, CFA®, CAIA Director, Real Asset Investment
Peter Essele, CFA®, CAIA, CFP® Manager, Investment Management and Research
Brian McCormick, CIMA® Manager, Investment Management and Research
Fred DeBaets Portfolio Manager, Investment Management and Research
Chris Fasciano Portfolio Manager, Investment Management and Research
Andrew Kitchings, CAIA, ERP Portfolio Manager, Investment Management and Research
Anuradha Gaggar, CFA® Senior Investment Research Analyst, Equity
Chris Stuart Senior Investment Research Analyst, Equity
Robert Kane, CAIA Senior Investment Research Analyst, Alternatives
Nathan Parker, CFA®, CAIA Senior Investment Research Analyst, Real Assets
Eduardo Ciuffo, CFA® Investment Research Analyst, Real Assets
Thomas Ryan Investment Research Analyst, Equity
Peter Roberto Investment Research Associate
Nicholas Follett Fixed Income Analyst
Sam Millette Fixed Income Analyst
Rob Swanke, CFA®, CAIA Fixed Income Analyst
Michael Comiskey, CAIA Investment Risk Analyst

Advanced Planning Team

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC Director, Advanced Planning
Patrick Noonan, CFP®, CAP® Team Lead, Advanced Planning
Mike Baum, CFP® Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC® Advanced Planning Consultant
Whitney Drechsler, JD, LLM Advanced Planning Consultant
David Haughton, JD Advanced Planning Consultant
Anna Hays, JD, LLM Advanced Planning Consultant
Heather Zack, JD Advanced Planning Consultant

12014 InvestmentNews: 40 under 40 List:
Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). 1,200 advisors were considered. 4% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews' editors and are not indicative of the advisor's future performance. Your experience may vary. For more information, please visit www.investmentnews.com/section/40-under-40/2014/listing

2Washington Business Journal 40 under 40:
The WBJ award recognized local business leaders in the Greater Washington Community for their business accomplishments, leadership, milestone, and community involvement. 450 local professionals were nominated and 40 were selected (9 %) to receive this recognition by a panel of judges who review the nominee forms. This award is not indicative of the advisor's future performance. Your experience may vary. Ranking published by WBJ base their nominations and selections on information prepared and/or submitted by the recognized business leaders or other nominees. The winners of the WBJ 40 under 40 are required to attend a paid award event.

3Five Star Wealth Manager:
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,417 Washington, D.C. wealth managers were considered for the award; 106 (13 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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