Broker Check

"I look to the future because that's where I'm going to spend the rest of my life."

— George Burns


8300 Boone Blvd. 
Suite 500
Vienna, Va. 22182
(703) 289-5044



Greg is the Founder and President of PlumTree Financial, Inc. His 17+ years in the business, and affiliation with LPL Financial, allow him to provide comprehensive and individualized wealth management solutions. He believes in...

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Sabrina Almodovar

Client Experience Specialist



Sabrina Almodá½¹var has been in financial services since 2011 and in 2013 she began with wealth management. She graduated from Virginia Commonwealth University with a Bachelor’s in Art History and a Minor in Religious Studies and is...

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Philip Dondes’ passion is to help clients seek financial security. His aim is to find innovative financial strategies to his help clients enjoy their lifestyles, build their personal wealth, educate their children, and live a...

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Brock Mumford is a Virtual Administrative Assistant at LPL Financial. He partners with advisors to provide support on administrative tasks and client management functions. Brock has worked in the financial services industry for nearly...

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Kathy Moriarty

Administrative Assistant



Kathy has 14 years of experience in administrative support and coordinating events. She has been recognized in both professional and volunteer environments for dedication in supporting team members and clients in obtaining desired...

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