Our Team. Our Story.
As we get to know more about you and your life’s story and dreams, we’d like you to know more about us as well! Meet the close-knit team that is ready to help you achieve your retirement goals.
Bryan S. Slovon Founder & CEO
Bryan is the founder of our independent financial planning firm exclusively serving retirees and soon-to-be retirees in the D.C. metro area. He is a financial planner specializing in retirement planning and wealth preservation for more than 25 years. His mission is to help his clients plan properly so they can retire on their terms.
Bryan is a Master Registered Financial Consultant® (MRFC), a Certified Estate Planner® (CEP), and a Comprehensive Wealth Manager, offering investment advisory services through J.W. Cole Advisors, Inc. (JWCA).
Bryan has been featured in The Wall Street Journal, Kiplinger’s Personal Finance, Financial Planning, OnWallStreet, Investor’s Business Daily, and other local and national media.
A native Washingtonian, Bryan now lives in Montgomery County, Maryland, with his wife and business partner, Lucy, and their dogs, Coco and Leo. His hobbies include cycling, hiking, charity work and traveling far and wide visiting different cultures and experiencing different ways of life.
Lucy E. Slovon Co-Founder & Chief Operating Officer
Lucy is the co-founder and chief operating officer of Stuart Financial Group. She is insurance licensed and an investment advisor representative under J.W. Cole Advisors, Inc. (JWCA). With more than 20 years in the financial industry, she successfully oversees all day-to-day operations for the firm.
Lucy is responsible for strategic planning, acquisitions, management of client service and general operations. In addition, she oversees hiring, training and continuing education with our team members. Lucy is a firm believer in the team approach, with an emphasis on inspiring our clients and team to live their best lives possible.
In her free time, Lucy enjoys reading, traveling, spending time outdoors with her dogs, Leo and Coco, and training with her friends for long distance running races. Lucy has completed over ten marathons, one fifty mile ultra-marathon and several short distance triathlons.
Katie Nevin Client Service Advisor
Katie is Stuart Financial Group’s Client Service Advisor. She heads up our client services team and does a great job giving our clients the best service possible. She is responsible for managing the coordination, transition and implementation of new clients and providing ongoing service to our existing clients.
Katie is a Maryland native. She attended Southern High School and went on to receive her bachelor’s degree in economics from the University of Maryland. No matter what Katie does, she always does it with enthusiasm and strives for perfection. Katie has built her career around creating long-lasting client relationships and plans to continue to grow with the same attitude at Stuart Financial Group.
In addition, we can refer you to professionals who provide the following services to help meet your individual needs:
TRUSTS | PROBATE | CHARITABLE GIVING | ESTATE PLANNING | TAX PLANNING
Strategic Partners
Not affiliated with J. W. Cole Advisors, Inc.
Steven E. Hoofnagle, Esq. Owner, Maddox & Hoofnagle, LLC
Offices in Largo & Stevensville, MD
Steven E. Hoofnagle is a licensed attorney in private practice since 2000. He was admitted to practice before the District of Columbia Court of Appeals, the Court of Appeals for Maryland, the United States District Court for the District of Columbia, and the United States District Court for the District of Maryland. He has experience in estate planning and preparation and trial of bankruptcy proceedings and is knowledgeable about the administrative proceedings and rules of evidence. Steven is able to communicate clearly and concisely with people of diverse backgrounds and interests.
Mr. Hoofnagle has advised clients in the preparation of estate planning techniques for estates up to $20,000,000.00.
Bar Admissions:
Maryland
District of Columbia
U.S. District Court
U.S. Court of Appeals District of Columbia Circuit
U.S. District Court District of Maryland
Michael G. Conaway President - Frobenius, Conaway & Company, P.C.
Certified Public Accountant (CPA) in Maryland and the District of Columbia and Certified Financial Planner (CFP).
Specialize in business tax consulting and compliance; individual income tax planning and compliance; business formation and continuation planning; estate planning and estate, gift and trust taxation; partnership taxation, and representation before IRS and state tax agencies.
Professional affiliations include:
American Institute of Certified Public Accountants (Tax Division and PFP Division), Maryland Association of Certified Public Accountants, Greater Washington Society of Certified Public Accountants, Maryland Society of Accounting and Tax Professionals, Association of Practicing Certified Public Accountants, and Financial Planning Association.