Katherine Liola
CFP®, BFA™, CRPC®
CEO/Founder
kliola@concentricpw.com
Katherine Liola
CFP®, BFA™, CRPC®
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 and 2018 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)
- 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, Gannon, and Emerson. When not helping clients more fully experience the lives they are working so hard for, Katherine competes in distance racing with Fiv3 Racing and finds that training helps her keep up with her three children. Team Liola loves discovering new hiking trails, time by the water and travelling someplace new.
Personal Core Values
- Health
- Relationships
- Experience
- Creativity
- Challenge
- Independence
Peter Daniels
CFP®, BFA™
Client Advisor
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
Kathline Lerebours
CFP®, BFA™
Client Advisor
klerebours@concentricpw.com
Kathline Lerebours
CFP®, BFA™
A product of the beautiful and scenic Hudson Valley, Kathline grew up in Ulster County, New York. Her passion to help others was shaped by committing much of her spare time to community service efforts through her local church. That same passion drives her work ethic to this day. Kathline’s most rewarding experience? To see the impact on members of her community, specifically the youth and marginalized groups.
Throughout her undergraduate experience, Kathline was able to explore her love of mathematics, receiving a Bachelor’s degree in Business Administration in Insurance with a concentration in Actuarial Science.
During her 10+ year career, Kathline has achieved a specialization in financial planning and insurance products. Her pride and joy these past years has been collaborating with her clients to meet their financial goals.
Kathline recently relocated to the metro Atlanta area in Georgia to be closer to family. When away from the office, you’ll find her watching sports with her husband and toddler or enjoying the outdoors.
- CERTIFIED FINANCIAL PLANNER™ professional
- BFA™ (Behavioral Financial Advice™)
- Series 7, 6, and 63 securities registrations, held through Commonwealth Financial Network®
- NYS Life and health insurance licenses
- BBA Howard University
Personal Core Values
- Community
- Connection
- Diversity
- Equality
- Impact
Beca Sanderson
Director of Operations
bsanderson@concentricpw.com
Beca Sanderson
Beca has a thoughtful and solution-oriented approach to real-world challenges. Detail-oriented and perpetually caring, she brings an indispensable value to her role as our head of Client Services and Operations. We're guessing she developed her diplomacy talents from her Texas childhood as one of seven children, including a twin sister.
A graduate of Boston University with a B.S. in Business Administration and Finance, Beca’s experience and passion for the industry grew as she assumed client service roles at various Financial Services and Wealth Management firms in Miami, Dallas, and San Diego.
Beca is certified as a holistic health coach, honing her unique people skills even further. She further broadened her horizons by living in Japan with her husband for three years.
When not shining at client engagement, Beca can be found browsing vintage markets, visiting local Northern VA wineries, and traveling with her husband – they hope to explore southern Spain and the coast of Portugal next.
Personal Core Values
- Contribution
- Empathy
- Inspiration
- Creativity
- Joy
Jen Heldreth
Client Engagement Associate
jheldreth@concentricpw.com
Jen Heldreth
Jen meets every challenge with a solution-driven goal in mind, often thinking outside the box to deliver a positive outcome. She is motivated by client engagement and spends time considering each person’s values and perspectives to exceed expectations.
A graduate of Richardson Career College, Jen has had a diverse career in compliance and operations, managing medical research practices and Fellowships and in the education platform managing school operations. Jen loves an Excel spreadsheet. She finds joy in data-driven, evidence-based solutions and problem solving for stakeholders.
Jen lives in Rockwall, Texas, a suburb of Dallas. Outside of work, she is a wife and mother of three (twin boys Graham and Austin and daughter Abbey) and loves coaching their basketball and soccer teams, also assisting in their chess and robotics clubs. To unwind, reading is Jen’s go-to pastime. She will pretty much read any book she can get her hands on.
Personal Core Values
- Empathy
- Relationships
- Connection
- Personal Growth
- Compassion
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.