OUR TEAM

Dan Sipe is a highly experienced Financial Planner, Branch Manager, and founding partner. In his role as Managing Partner, Dan leads the team and continues to learn and innovate, even as he approaches his fourth decade serving the federal community. He is a thought leader, actively contributing to content offerings, webinars, and podcasts. Dan’s primary goal is to guide clients toward a fully realized financial life filled with meaning and purpose. Clients appreciate his unwavering reliability and commitment to ongoing learning. Specializing in serving career civilian federal employees, the investment services field feels like a calling for Dan, driven by a sense of destiny shaped by his life experiences. Beyond work, Dan remains actively involved in coaching sports and community activities, enjoys reading, and has a strong passion for the arts. Originally from Pittsburgh, PA, he now calls Frederick County, MD, home, where he resides with his wife, Mary.

Among other accolades, Tom was recently named the #1 financial advisor in Maryland in the 2026 Forbes Magazine Best-in-State Wealth Advisor Rankings. This is the 8th year in a row he has been named a Best-in-State Wealth Advisor. He has also been one of the top financial advisors in the country by the Barron’s Top Financial Advisor 1,500 award for 2021-2026. In the 2026 Barron’s ranking, Tom was ranked the #4 advisor in Maryland. Tom is one of only a handful of financial advisors in the Greater DC area to achieve both distinctions simultaneously, being ranked as one of the top 5 advisors in Maryland for both publications. In addition, Tom has appeared on Dow Jones, Financial-Planning.com, and FedLife. He graduated Magna Cum Laude from Amherst College, and his investment approach is steeped in academia, utilizing principles from Nobel Prize winners, Harry Markowitz, Daniel Kahneman and Eugene Fama. Tom regularly teaches all the financial advisors at Lee, Sipe, and Associates and is quick to admit that he learns more from the advisors than they do from him.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Barron’s Top 1,200 Financial Advisors (2025)

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,855 individual advisors and their firms and include qualitative and quantitative criteria, and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025, and was released on 03/20/2026. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.

***Best-In-State Wealth Advisors (2026)

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

Kent is an accomplished financial professional who serves as the vice president of operations. With well over a decade of experience in the financial industry, Kent brings a wealth of expertise to his role, ensuring smooth operations and delivering outstanding results for clients while upholding the highest standards of integrity and business ethics.

During his tenure, Kent successfully led the Scottrade team in Bethesda and navigated the Scottrade TD Ameritrade merger with integrity and focus, ensuring the best outcomes for both his team and clients. Under his leadership, he managed a substantial office with TD, overseeing assets totaling $1.25 billion while effectively guiding teams of advisors. Throughout his career, Kent has demonstrated remarkable success in leading and managing various teams and divisions, always prioritizing ethical conduct, teamwork, and transparency.

In addition to his achievements in finance, Kent is deeply involved in his community. He generously volunteers his time as a tee ball and basketball coach, nurturing the growth and development of young athletes. He also serves as the Head of Field Maintenance for GORC Park. He actively serves as a director on the board, exemplifying his dedication to enhancing community vitality while embodying integrity and ethical leadership.

Beyond his professional and community commitments, Kent derives immense joy from being a loving husband to his wife, Rachel, a devoted father to their two children, Kent Jr. and Savannah, and a cherished companion to their Yorkshire Terrier, Baxter. When he’s not engaged in his work, community activities, or his local church, Kent enjoys his love for sports, hiking, and treasured family moments with Rachel and the kids in their hometown of Piney Orchard, MD.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Katelyn Murray serves as our Director of Relationship Management. An unlikely recruit to the world of financial planning, Katelyn’s undergraduate education was in the liberal arts – specifically History and Theater & Dance. She has since secured a Masters degree in Business Administration, as well as a graduate certificate in financial psychology and behavioral finance. Katelyn holds several distinguished certifications, including the CERTIFIED FINANCIAL PLANNER™(CFP®) and Chartered Federal Employee Benefits Consultant™ (ChFEBC™). Katelyn has been working closely with feds for over a decade to help them navigate their financial futures and develop a positive relationship with money. Her unique approach merges financial psychology with traditional wealth management expertise to create an integrated financial planning approach that helps clients make the most of the one resource they can’t get more of: time.

Outside of work, Katelyn is actively involved in her community, serving as a director and actor at her local theatre. She also enjoys reading, cooking, hiking, weight-lifting, and even roller-skating. Originally from Danville, VA, she divides her time between the DMV area and her hometown.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Rebecca Blaschak is an accomplished Relationship Manager with a strong background in financial planning. She holds a Bachelor of Science in Business Management from Frostburg State University and is a CERTIFIED FINANCIAL PLANNER™ professional. Rebecca’s day-to-day responsibilities involve crafting and analyzing financial plans and ensuring her clients understand the steps needed to achieve their financial goals. What sets her apart is her holistic approach, considering all aspects of a client’s life. She takes the time to understand clients’ personal goals and values, allowing her to tailor financial strategies to their unique needs and life goals. Her primary goal is to empower clients with knowledge, enabling them to make informed decisions and achieve long-term financial success. Clients value her curiosity, and listening skills, both of which help her ensure that her client’s plans align with their objectives. Rebecca was drawn to the investment services field by a desire to help others achieve financial independence. Her personal connection to federal employees makes her a relatable advocate for understanding the intricacies of federal benefits. Outside of work, Rebecca actively participates in her local garden club, contributing to community beautification efforts. She also enjoys gardening and hiking, embracing anything that gets her outdoors. Originally from Bowie, MD, Rebecca currently lives in Millersville, MD, with her husband, Tom.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jen brings almost 30 years of financial services experience to the Serving Those Who Serve team. After graduating from University of Maryland with a degree in Economics, she looked to extend her college experience in banking to the financial planning and investment world. In 2002 she earned the prestigious CFP designation. Since then, she has guided hundreds of individuals and families with important financial and investment decisions. Growing up in the DC area, Jen has many current and former feds in her life, including her dad and several close aunts and uncles. For her, working with Feds is a special way to give back to the community she has grown up in. In addition to the CFP designation, Jen holds both Chartered Federal Employee Benefits Consultant and Accredited Investment Fiduciary certifications. She is a frequent writer for both Serving Those Who Serve and Fedsmith. Clients value her empathy and competence, appreciating her deep understanding of how life events impact financial decisions. Outside of work, Jen is known as a supportive mom to her two college age children and devoted sister to her disabled brother. Jen and her husband reside in North Potomac, MD.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

With a distinguished career spanning over a decade in financial planning and wealth management, Matt Kramer is a seasoned Financial Planner bringing invaluable expertise to Serving Those Who Serve. Having held prominent roles as a Vice President at Fidelity Investments and Charles Schwab, as well as positions at Edward Jones and Morgan Stanley, Matt is a respected industry veteran. Matt’s proficiency lies in his adept understanding of each family’s unique financial landscape, aspirations, and needs. Holding esteemed designations including Certified Financial Planner™ (CFP®) and Certified Federal Employee Benefit Consultant™ (ChFEBC®), he is committed to delivering comprehensive financial solutions to his clientele. Renowned for his reliability and dedication, Matt ensures swift responses to client inquiries and unwavering support for their financial prosperity. Motivated by the profound impact of his grandparents’ relationship with a trusted financial advisor, Matt is impassioned about helping families realize their financial objectives. His active involvement with organizations such as Partnership for Animal Welfare and dedication to pancreatic cancer causes underscore his deep-rooted commitment to community service. Beyond his professional pursuits, Matt finds joy in outdoor activities like snowboarding, hiking, and traveling, as well as nurturing his interests in gardening and lawn care. Originally hailing from Burtonsville, MD, Matt now resides in North Potomac, MD with his wife, Amira, and their son, Aiden.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Sandra is a highly experienced Financial Planner, bringing a rich background of over 30 years of wealth planning expertise to her clients. Before coming to Serving Those Who Serve, Sandra held a senior role at Edelman Financial Engines where she specialized in advanced financial planning strategies for high-net-worth clients. In addition to Sandra’s expertise in comprehensive financial planning, some of her areas of specialty include advanced retirement income planning and executive compensation. Sandra also has a personal connection with the Federal Government. Both her husband and father were career Feds. Sandra holds an MBA in Finance from Indiana University and a BBA in Finance from James Madison University, along with designations such as the CFP, RICP, ChFEBC, AIF, and CBDA. Sandra’s day-to-day role involves working closely with clients to help them achieve their financial goals and dreams. What sets her apart is her genuine care for clients and unwavering commitment to their best interests. Specializing in high-net-worth clients, Sandra is highly valued for her expertise and ability to provide an excellent client experience. Outside of her work, Sandra enjoys spending time being active outdoors with her friends and family. Originally from Maryland, Sandra now lives in Leesburg, VA, where she and her husband have raised four kids.

Raymond James is not affiliated with any of the organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jason is a dedicated Wealth Planner with more than 20 years of experience in the financial industry. He began his career in operations, eventually becoming the Director of Operations of a firm with over $5 Billion in assets under management. Wanting a deeper sense of connection and purpose led him to pursue and provide Financial Planning on an individual level. Jason is passionate about understanding client goals, conducting in-depth analyses, and developing strategies to achieve positive outcomes. His aptitude in connecting foundational principles and everchanging and relevant market insights has positioned Jason to lead and support discussions in optimizing financial portfolios and retirement plans of numerous clients. He also has considerable knowledge of Federal Benefits and extensive experience executing charitable financial strategies. Outside of work, Jason enjoys spending time with his family, cycling, and playing volleyball and disc golf.

Kevin Haddon is a dedicated Relationship Manager and CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience in wealth management. He brings a client-centered approach to Serving Those Who Serve, leveraging his expertise to guide federal employees and their families toward secure, confident financial futures through personalized strategies and ongoing support.

A Virginia Tech graduate with a bachelor’s degree in finance, Kevin began his career in financial services at firms including Wells Fargo and Intercoastal Mortgage Company. Most recently, he served as an Investment Portfolio Analyst and Financial Planner at The Wise Investor Group of Raymond James, where he sharpened his skills in portfolio management, oversight, and comprehensive financial planning. As a CFP® professional, Kevin excels at breaking down complex financial concepts into clear, actionable plans, empowering clients to make decisions that align with their unique goals, values, and life stages.

Kevin’s commitment to exceptional service is rooted in his belief in the life-changing impact of thoughtful, holistic financial planning. He takes great pride in building strong, trust-based relationships, ensuring every client feels heard, supported, and confident throughout their financial journey.

Outside of work, Kevin is actively involved in his community as a coach for his children’s youth sports teams, focusing on building teamwork, resilience, and enjoyment in the game. He also enjoys exploring nature through hiking and cherishes quality time with his family. Kevin resides in Aldie, Virginia, with his wife and children.

Rachel is the Director of Business Operations with Serving Those Who Serve. She is a 2X certified Salesforce professional, enabling her to excel in systems administration and data management with a keen focus on process refinement and analytics. She strives to connect operations, systems, and people to larger business goals and strategies. Rachel studied psychology at UCLA.

Marty has been a dedicated Administrative Associate on the team since 2005, following a 22-year career as an Executive Assistant at the Washington Music Center. Marty’s wealth of experience and dedication to her role make her an invaluable asset. Marty’s day-to-day responsibilities include client contact and servicing life insurance policies, maintaining strong client relationships. She excels at providing personalized support during significant life events, such as welcoming new family members or navigating loss. Her journey into the investment services field began with a part-time opportunity, and now, in her nineteenth year with the practice, she remains committed to assisting clients. Outside of work, Marty enjoys gardening, baking, and spending time with her neighbors. Born in Pittsburgh, PA, she has lived in Silver Spring, MD, for sixty-four years and is a loving mom to Patrick, Amanda, Tristan, and Evelyn.

Olivia Musonda serves as our Office Coordinator, bringing a wealth of experience and a passion for customer-centered roles. She holds an Associate of Arts degree in Computer Science and is currently pursuing her Bachelor of Science in the same field, alongside certifications in multiple programming languages. With over 5 years of experience both independently and collaboratively, Olivia excels in problem-solving and has been recognized in her previous roles for her outstanding customer retention, satisfaction scores, and successful de-escalation strategies. Beyond her professional pursuits, Olivia is a true multitasker both in and out of the office. She enjoys reading, coding, cooking, painting, gardening, hiking, and taking road trips, embodying a vibrant curiosity and an active lifestyle. Originally from Zambia, she considers herself a DMV connoisseur and currently resides in Derwood, MD.

Carla is the Senior Manager of Investment Team Operations. With prior experience as a Senior Client Associate at Wells Fargo Advisors in Washington, DC, she brings valuable financial expertise to her role. Carla holds a degree in Nutritional Sciences from the University of Wisconsin-Madison. In her daily role, Carla actively manages and rebalances investment portfolios, ensuring precision and accuracy. Carla’s passion for delivering timely, accurate results allows her to provide efficient and excellent service to clients. Originally from Wisconsin, Carla now calls Gaithersburg, Maryland home. In her free time, she enjoys reading, running, and traveling.

Kirk Brooks is a Portfolio Strategist with a background as a Financial Advisor, as well as prior experience at Morgan Stanley and SunTrust Investment Services. Holding degrees in Accounting and Business Management, as well as the ChFEBC℠ designation, Kirk is known for his meticulous attention to detail. He handles reports, trades, and investment strategy execution and is dedicated to ensuring clients feel well taken care of. Kirk is particularly passionate about serving the Black community. Beyond his work, he enjoys coaching high school football, Xbox gaming, and spending time with his nephew in his hometown of Baltimore, MD.

Martina Beckum is a Senior Client Associate with over a decade of financial industry experience, including roles at Edelman Financial Engines and Morgan Stanley. She holds a Bachelor’s degree from The Ohio State University. In her role, Martina specializes in client account management and supports the investment team, particularly serving federal government employees. Originally from Ohio, she now resides in Maryland, bringing her expertise to the team and clients at Serving Those Who Serve.

Maria Dugstad is a dedicated Client Service Manager with a Bachelor of Science in Business Administration from Towson University. Her role involves servicing all LSA clients with a focus on high-net-worth clients, running point on Required Minimum Distributions, and charitable accounts. Maria’s strength lies in her commitment to speedy and accurate service. She is known for her cheerful demeanor and unwavering dedication to delivering on client requests. Beyond work, Maria enjoys Orioles games, winery visits, exercise, and spending time with her chocolate lab and her family. Originally from Mount Airy, MD, she now resides in Sykesville, MD, with her husband, Travis, and their son, Carter.

Gentry Foreman is an Administrative Associate with prior experience as a Credit Analyst at Plains Capital Bank. She holds a BBA in Finance from Dallas Baptist University and is known for her exceptional people skills, effective communication, and willingness to take on challenges. In her role, Gentry focuses on supporting advisors and ensuring clients receive outstanding service, primarily serving Federal Employees, retirees, and their families. Her passion for financial literacy and commitment to making quality advisory services accessible is what fuels her hard work. Outside of work, Gentry enjoys spending time with friends and family in the kitchen, the outdoors, and competing in dock diving with her dog, Sam. Gentry resides in San Antonio, Texas, with her husband Noah.

Vicky Yao is a Client Service Associate and brings her dedication and keen problem-solving skills to the team. She has prior experience as a Bookkeeper at LTS and a degree from UMBC. In her role, Vicky handles various administrative tasks, from answering phones to managing onboarding paperwork and account maintenance. What sets her apart is her unwavering commitment to client satisfaction, as she tirelessly seeks solutions. Vicky’s goals include encouraging clients to embrace technology offerings like the client access portal and electronic documentation. Clients appreciate her effective communication and reliability. Vicky is a proud lifelong Marylander, and outside of work, she enjoys hobbies like cooking and playing pickleball.

Maria Tromp is a Client Service Associate, RJFS with over six years of experience in the financial industry, including three years specifically in wealth management. She plays a key role in supporting clients and ensuring seamless service by managing day-to-day requests, facilitating account operations, and assisting clients with onboarding and account maintenance. Her background has equipped her with a strong foundation in financial services, and she is currently pursuing a bachelor’s degree in finance, an endeavor inspired by her personal commitment to both family and career growth.

Outside of work, Maria enjoys trail jogging with her husband, Diego, and their daughter, Athaliah. She also loves exploring new restaurants throughout the DMV area.

Bobby is a Relationship Management Specialist at STWS, where he supports client experience initiatives and helps shape strategic marketing efforts that drive audience growth and engagement. He brings an award-winning background in journalism, public relations, and content strategy, with a strong track record of building high-impact content and connecting messaging to measurable outcomes.

As a former newspaper editor, Bobby led content strategy and execution across fast-paced, community-focused coverage—balancing breaking news, digital performance, and audience-first storytelling. His experience spans editorial leadership, SEO-informed content strategy, and multi-platform communication, enabling him to translate complex ideas into clear, compelling narratives.

Now working within the financial services space, Bobby applies a results-driven approach to content and client engagement, helping deliver thoughtful communication that supports both business objectives and client understanding.