Our Professionals

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...

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...

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...

Guy is an experienced Retirement Income Planning 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.....

Patrick joined WealthCrest in January of 2019 as a Paraplanner. Patrick is a graduate of James Madison University with a Bachelor of Business Administration in Finance. Prior to joining WealthCrest, Patrick worked at the Middleburg...

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...