Team

Liliana N. Molina, MBA, CFP®

President & Founder

Phone: (703)748-5819 (Direct)

Fax: (703) 748.1372 FAX

E-mail: Liliana.Molina@spireip.com

For more than 20 years, Lili has provided her clients with the support they need to identify their goals and develop sound plans for their financial future.

She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help clients reach their goals, giving them greater peace of mind. She assists her clients in maintaining their financial focus so they can achieve the goals that are most important to them and their families, both now and in the future.

Area of Focus

Financial Planning, Investment Advice, Retirement Planning Strategies, Estate Planning Strategies, Asset Allocation, Employee Stock Options and Risk Management.

Qualifications

MBA, George Washington University
Certificate of Financial Planning, Georgetown University
Institute of CERTIFIED FINANCIAL PLANNER ™ practitioner
Life and Health Insurance Licensed
FINRA(formerly NASD) Securities Licensed – 7 Securities License, 63 State License, 65 Registered Investment Advisor

Community Service

Tahirih Justice Center – Pro Bono work with immigrant women and girls seeking justice in the United States from gender based violence.
Human Rights First – Pro Bono financial advice for individuals who’ve been subjected to violations against human rights such as tyranny, extremism, intolerance and violence.

Associations

Member – Financial Planning Association

Personal

Liliana lives in McLean Virginia with her husband, Stefan, and children Ethan and Eva.

Licensed and registered to conduct business in VA, MD and DC.
Based on licenses and registrations I hold, I may also conduct certain business in CA, OR, FL, MO, NC, NY, PA, WV, NJ

Marcus Malone

Financial Planning Associate

Phone: (703)748-5816 (Direct)

Fax: (703) 748.1372 FAX

E-mail: Marcus.Malone@spireip.com

Marcus has been assisting clients in multiple rolls for the past 9 years. His career began working for mutual and hedge funds on the institutional side then transferred to private wealth management when he joined Liliana’s practice in 2013.

He believes that trust and confidence are the building blocks of a successful financial partnership. Clients should expect that we will be committed to their financial success. Only with this foundation in place can we begin to meet your needs. Marcus is focused on being there to help clients with any issues that arise.

Integrating clients into the financial planning process
Ensuring the accuracy and timeliness of data transfers
Delivering exceptional client/advisor communications
Educating clients and setting expectations

Qualifications

BA, Virginia Tech
FINRA(formerly NASD) Securities Licensed – 7 Securities License

Personal

Marcus lives in Alexandria with his wife Sarah and two children Olive and Tyler. He enjoys barbequing, golf and anything Hokie related.

Scott Airey

Portfolio Manager & President at Corbett Road Investment Management

Scott has over twenty three years of professional experience and over seventeen years of investment management/consulting experience. Scott founded the Corbett Road Wealth Management in 2002 with the belief that tactical asset management using a top-down macroeconomic approach is more effective than the modern portfolio theory and buy & hold approach used by many advisors in the wealth management industry.

Scott is a member of the Corbett Road Investment Committee and is the portfolio manager for the Core- Demand equity strategy. Scott started Corbett Road Investment Management in 2013 to serve institutional clients and is currently its President.

Prior to founding the Corbett Road Wealth Management and Corbett Road Investment Management Scott was a Branch Manager at Charles Schwab & Co. in Alexandria, Virginia. Scott began his career in the financial services industry at Legg Mason Wood Walker in Baltimore, Maryland and Alexandria, Virginia. Scott is a CFP® Practitioner, holds the FINRA Series 7,9,10, 63, 65 licenses and Life, Health and Variable Annuity Insurance licenses.

Rush Zarrabian, CFA®

Portfolio Manager at Corbett Road Investment Management

Rush is the Portfolio Manager for Corbett Road Investment Management, managing both the Opportunity and Dynamic ETF strategies. He joined Corbett Road Wealth Management in 2007 as a research analyst. In 2013, he helped launch Corbett Road Investment Management, which focuses on separate accounts for Institutions and Financial Advisors. During his tenure with Corbett Road, he developed and implemented the Corbett Road Macro Model into the investment process.

Before working at Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor’s of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.

Sue McKeown

Chief Compliance Officer

Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations.

Ms. McKeown entered the financial services industry in 1982. Her experience spans both retail and institutional as well as with fully disclosed correspondent firms and self –clearing firms. She is a member of the National Society of Compliance Professionals.

Sue is a native of the Northern Virginia area. Earning a BS in Business Administration from George Mason University. A proud graduate of the Leadership Loudoun class of 2005 she is active in the local non-profit community.

You are here