Yangchen Chaktra

Administrative Assistant

Education & Professional Designations

  • Virginia State Licensed Notary Public

About Yangchen

As an administrative assistant, I wear many hats in order to make sure all business operations run smoothly and every client is met with the best possible experience in any situation. Whether it’s providing top notch support to advisors and executives, or meeting every client with a friendly face and a wealth of knowledge, I am here to help ensure every correspondence and experience is handled with a great level of care. I take great pride in organization and I love keeping up to date with the latest technologies and workflow changes to ensure maximum efficiency while simultaneously providing a level of hospitality needed to be an effective liaison between clients, advisors, and executives.

In my free time, I have several hobbies including gardening, crocheting, playing basketball, cooking, and spending quality time with my nieces and nephew.

Hobbies and Personal Interests

Ziggy was rescued 7 years ago from a poor living situation and has been with us ever since. He’s a special-needs pup, living with vestibular syndrome, a condition that affects his nervous system. This results in his eyes moving constantly and most notably, in his signature spinning. Whenever he is in motion, he is usually spinning quite quickly. However, this condition has not taken away his lust for life and happy disposition. He loves a good nap and veggie scraps are his absolute favorite. We love Ziggy and many folks in the neighborhood know him by name.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Steve Catalano 

Managing Partner

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Finance Associate

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Senior Client Service Coordinator

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Zoie Zambiasi

Client Service Associate