Broker Check

Our Professionals

Patrick B. Beagle CFP®, ChFC®, CLU®, CASL®

The Principal

703-372-1717

703-372-1701

[email protected]

Patrick Beagle is the owner and President of WealthCrest Financial Services, LLC. He is a Certified Financial Planner™ practitioner, Chartered Financial Consultant, Chartered Life Underwriter and a Chartered Advisor for Senior...

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Russell G. Robertson CFP®, ChFC®, CASL®

Certified Financial Planner

703-372-1717

703-372-1701

Russ is a Certified Financial Planer and Chartered Financial Consultant. He specializes in Federal Employee Benefits and had eleven years experience in the civil service sector as a supervisor of federal employees. Russ has conducted...

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Guy Middleton AAMS®, AIF®, CFS

Wealth Management Advisor

703-372-1717

703-372-1701

Guy is an experienced Wealth Management Advisor specializing in retirement income solutions. Guy has been assisting clients working in the government and private sectors with their personal financial needs since 1998. As a long-time...

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Greg Grimsley CRPC®, ChFEBCSM

Wealth Strategist

703-372-1717

703-372-1701

[email protected]

Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each...

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Gayla F. Beagle

Office Manager

703-372-1717

703-372-1701

[email protected]

Gayla joined the company in 2006 after a 16 year career in the Human Resources field. She worked for Canon USA and Earthlink as well as other regional firms in the metro Washington, DC area. During her career she earned her Senior...

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