Professional Associations and Memberships

     

   

 
 

Executive Team

Our talented and educated professionals are committed to developing lasting client relationships rooted in trust, integrity, mutual respect, and exceptional service. Meet our team.

Fred J. Cornelius, CFA®, CFP®
President & CEO, Financial Advisor, Investment Committee Member

Fred Cornelius joined Burt Wealth Advisors in 1992 and currently serves as the firm’s President and CEO. In 1989, Fred earned his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning. In 1999, he became a Chartered Financial Analyst Charter holder. These two designations uniquely qualify Fred to address both financial planning as well as investment management issues.  Fred enjoys helping clients attain their retirement goals and dreams.

Fred is a NAPFA Registered Investment Advisor and a former Treasurer and member of the Northeast/Mid-Atlantic NAPFA Board of Directors.  He is currently a member of the Financial Planning Association and has served in a leadership capacity of the Suburban Maryland Chapter of the Institute of Certified Financial Planning, which later became the FPA.  Fred was a former board member of the Suburban Maryland Estate Planning Council, an organization of estate planning professionals. He is also a member of CFA® Institute, CFA® Society Washington DC and in the past has written abstracts for the CFA® DIGEST.

Fred has been recognized by Worth Magazine as one of the Nation’s Most Exclusive Wealth Advisors, Washingtonian Magazine as a top financial professional and as one of the 150 Best Advisors for Doctors. Kiplinger Personal Finance Magazine listed Fred among the Who’s Who of CFP®’s in Maryland.  In addition, Burt Wealth Advisors has been recognized numerous times by CNBC,  Bloomberg Wealth Manager Magazine, Northern Virginia Magazine and the Washington Business Journal as being in the top wealth management firms locally and nationwide.  

Fred resides in North Bethesda Maryland with his wife and 2 sons.

 

Maria G. Cornelius, CFP®
Executive Vice President, Financial Advisor, Investment Committee Member

Maria joined Burt Wealth Advisors in 1992 as a financial advisor and co-portfolio manager. She was appointed Vice President in 1996, and as her role expanded, promoted to Executive Vice President in 2003. Maria received a bachelor’s degree from Mount Saint Mary’s College in 1983. In 1988 she earned her Certified Financial Planner™ designation from the College for Financial Planning.

Maria works with a diverse client base including attorneys, counselors, teachers and corporate executives.  In addition, a number of her clients are enjoying their retirement years.  Many of her current clients are women and over the years she has gained a wealth of experience in the issues faced by widowed and divorced women. Maria enjoys working closely with a client’s CPAs, attorneys, and other advisors to provide the most comprehensive services to her clients.

In addition to being included on a list of the “Top 50 Most Influential Women in Wealth Management” by Wealth Manager Magazine, she was featured on Wealthy Living Radio with Debra Owens to discuss “Investing 101 for Couples, Women and Widows”.  She has been quoted in articles in US News and World Report, Smart CEO and, Financial Advisor IQ.  She published an article in WE Magazine for Women called “Does Your Financial Advisor Speak your Language?” regarding the differences between men and women and how it affects their financial decisions.  In of 2015, 2016 and 2017 she was named a “Five Star Wealth Manager” and featured in the Washington Post Magazine.   

Maria is actively involved with the Financial Planning Association, the Maryland Estate Planning Council, and is a member of the Bethesda Chamber of Commerce. She has served as both Treasurer and Co-President of St. Jane De Chantal Sodality Guild, a group of close to 300 women who raise money and serve both the church and the community. She is currently Co-Director of St. Jane’s S.O.M.E. program which quarterly prepares & serves lunch to over 250 people. Most recently, she began teaching classes at the Dorothy Day Place, a transitional shelter in Rockville that provides a bridge between homelessness and permanent housing.  The 8 week courses are designed to help clients understand fundamental concepts related to budgeting and money management, to increase their chances of success once they transition to their next step.  She and her husband Fred reside in North Bethesda and have two grown sons that they are very proud of. 

 

Lawrence J. Attanasio, CFP®
Vice President, Financial Advisor, Investment Committee Member

Lawrence Attanasio joined Burt Wealth Advisors in 2008, bringing with him extensive experience from his over twenty years in the financial services industry. Larry is a graduate of the University of Pennsylvania, earning his bachelor’s degree in economics in 1973, and also holds a master’s degree in business administration from the State University of New York at Albany. In 2009, he was promoted to vice president of Burt Wealth Advisors. He serves on the firm’s investment committee and is active in business development. His client base includes a diverse group of business owners, corporate executives, and retirees, who benefit from his comprehensive asset management and financial planning approach.

Prior to joining Burt Wealth Advisors, Larry worked for seven years in the Washington, DC, and Bethesda, MD, offices of TIAA-CREF, the financial services firm that provides investment, retirement, and financial planning services to individuals in the academic, research, medical, cultural, and non-profit fields. As a senior individual consultant at TIAA-CREF, he provided advice to pension plan participants, and also conducted numerous investment and financial planning seminars. Beginning in 2004, Larry was a part of TIAA-CREF’s wealth management group. As a wealth management advisor with the group, his responsibilities included providing comprehensive financial planning services and investment advice to senior administrators and faculty at area non-profit organizations and universities. He also served as director of a team of wealth management advisors covering the Baltimore/Washington region, and as branch manager of the TIAA-CREF Bethesda, MD office.

Larry has also worked in the capacity of financial advisor for the brokerage divisions of two regional banks, as well as Merrill Lynch. In 1997 Larry earned his Certified Financial Planner designation after completing the CFP® professional education program from the College for Financial Planning.

 

Todd Growney, CFP®
Vice President, Financial Advisor, Investment Committee Member

Todd joined Burt Wealth Advisors in 2004. He earned his bachelor's degree from Shippensburg University of Pennsylvania in 1992, and then relocated to Colorado where he was an annuity specialist for what is now Transamerica Life Insurance Company.

Prior to joining Burt Wealth Advisors, Todd gained valuable industry experience working for Charles Schwab & Co., Inc. The majority of his seven year tenure with Schwab was spent as an Investment Specialist, during which time he worked closely with clients, providing sound advice on a variety of portfolio and financial planning issues ranging from education and retirement planning to portfolio management and estate distributions.  While at Schwab, Todd briefly headed the finance department for Charles Schwab's Denver Operations Center, spent time on the trading and customer service desks, and conducted seminars on retirement planning, trading, and estate planning.  As a result of his demonstrated performance and professionalism, he was selected to manage a Schwab Branch shortly before deciding to join the Burt Wealth Advisors team. 

Todd serves on Burt Wealth Advisors’ Investment Committee and has been actively involved in investment research, financial planning analysis, and asset management.  He readily draws on his expertise in small business retirement plans, which he developed while at Schwab, as well as the numerous partnerships he has established and maintained throughout his tenure in the financial industry. 

In 2009, Todd earned his CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning, and has established membership with the nationally recognized Financial Planning Association.

 

Jennifer MacLennan, CFP®, CPA®
Financial Advisor, Investment Committee Member
 
Jennifer MacLennan joined Burt Wealth Advisors in 1997.  She graduated magna cum laude from the Boston College Carroll School of Management Honors Program with a bachelor’s degree in accounting in 1992.  Jen began her career in the Washington, D.C. office of Ernst & Young (EY) in Assurance and Advisory Business Services, eventually transitioning to Ernst & Young tax services.  In 1995, she took a senior position with Arthur Andersen’s Individual Services team to focus on personal financial planning and taxation.  Jen earned her Certified Financial Planner™ designation and joined Burt Wealth Advisors as a lead Financial Advisor in 1997.
 
During her tenure with Burt Wealth Advisors, Jen has contributed to the firm and its clients’ success in a variety of roles, inclusive of Client Services as well as Firm Operations Support.  As a lead financial advisor, Jen gained extensive experience working with clients on their portfolio management and financial planning needs.  In her operations support role, she handled the accounting and billing for the firm as well as other practice management responsibilities relating to trading, benefits and regulatory compliance.  She also assisted Fred Cornelius with various client portfolio needs.  Jen resumed her client services role as a financial advisor in 2015 and serves on the firm’s investment committee. Jen leverages her tax background to help find tax planning ideas for her clients. She enjoys helping clients find peace of mind regarding their personal finances.
 
Jen has been an active member of the Shrine of the Most Blessed Sacrament’s Finance Council since 2010 and has provided additional support to her parish through participation on the School Board and School Auction committees.  Jen and her husband are the proud parents of three children and reside in Chevy Chase, D.C.

 

Beth K. Venit, CFP®
Financial Advisor, Investment Committee Member
 
Beth joined Burt Wealth Advisors in 2015, bringing with her over eleven years of experience in the financial services industry. She graduated magna cum laude from The University of Toledo in 2004, with a bachelor’s degree in Finance.
 

Prior to joining Burt Wealth Advisors, Beth worked for eight years in the McLean, VA and Bethesda, MD offices of Wells Fargo Advisors. During which time she worked closely with clients, advising them on a variety of financial planning issues including retirement planning, estate planning, insurance analysis, and education saving. She specialized in developing personalized retirement plans for clients by helping them identify their goals and implement an investment strategy to help them meet those goals. She also coordinated with client’s attorneys and accountants to help ensure that their investment management strategies were reflective of their estate planning and tax strategies. 

Beth earned her Certified Financial PlannerTM designation from the College for Financial Planning. As a CFP® professional, she has met rigorous education, examination, experience and ethics requirements. The CFP® certification requires that a candidate agree to meet ongoing continuing education requirements and adhere to the CFP® Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Ms. Venit lives in Kensington, MD with her husband, their two young children and their Cavalier King Charles Spaniel. 

 

Deanna C. Tomasetti, CFP®
Associate Financial Planner

Deanna joined Burt Wealth Advisors in February 2018 as Associate Financial Planner.  She earned her bachelor’s degree from the University of Massachusetts, Amherst in 1990 and MBA from George Washington University in 2002.  She received her Certified Financial Planner ™ designation in November 2016.

Deanna began her career in the Employee Benefits field, then shifted over to Financial Services in 1999.  In 2002, she chose a very different career – that of “Stay at Home Parent” with her two children.  While at home, she worked in various jobs such as tax preparer, bookkeeper and volunteer at her children’s schools.

Deanna rejoined the full time workforce in 2011, serving as a Client Service Associate at UBS in Bethesda.  There she provided client services to various non-profit organizations and several high net worth clients.  In 2014, she joined a small financial services firm in Gaithersburg, MD serving as a Coordinating Advisor where she provided client services to individual clients in relation to their financial planning needs.  Deanna also spent time working with various retirement plan participants and sponsors, and provided support to the firm in relation to internal processes and procedures.

Deanna lives in North Potomac, MD with her husband, two teenage daughters and very spunky Boston Terrier, Maddi.

 

 

 

Client Services Team

Brendan C. Feury, CFA®
Research Analyst, Investment Committee Member

Brendan Feury joined Burt Wealth Advisors in 2010, bringing with him over ten years of financial services industry experience. Brendan graduated from West Virginia University in 1998 with a bachelor’s degree in finance. He also received a Master of Science in Finance degree from Loyola College (MD) in 2009, where he graduated summa cum laude and was inducted into the international business honor society of Beta Gamma Sigma. During his time at Loyola, Brendan was a portfolio manager with the Sellinger Applied Portfolio, a student-led group tasked with managing an equity portion of the institution’s endowment fund.

Brendan has held various positions in the financial services industry related to asset allocation, investment research and analysis, portfolio management, and trading. Prior to joining Burt Wealth Advisors, Brendan spent 5 years with Ameritas Investment Corporation in both trading and analyst capacities. He was a Due Diligence Analyst charged with reviewing alternative investment programs, including REITs, limited partnerships, and various other direct participation programs. Brendan was also a member of Ameritas’ Investment Committee, responsible for the asset allocation and manager selection for its proprietary investment management platform. In 2016, Brendan earned the Chartered Financial Analyst designation.  He is a member of both the CFA® Institute and the CFA® Society Baltimore.   He serves on the firm’s investment committee and is responsible for monitoring portfolio investments and researching trends within the capital markets. He works closely with the committee to develop the long-term investment strategy for the firm.

 

Myrle Simone, FPQP™
Assistant Planner
 

Myrle Simone joined Burt Wealth Advisors in 2007. Myrle is our expert in preparing detailed Retirement and Comprehensive Financial Plans for Burt Wealth Advisors clients. She works closely with each advisor to follow up on client requests, answer client questions and prepare for meetings.

 

 

 

 

 

 

Kathleen Stone, FPQP
Director of Client Services
 
 
Kathleen Stone joined Burt Wealth Advisors in 2003. Kathleen coordinates all of our Charles Schwab applications, forms and transfers, and is responsible for setting up requests for cash from our client’s accounts. She works closely with Schwab on our clients behalf to be sure accounts are set up properly and requests are completed accurately.

 

 

 

 

 

Grace Agada, FPQP
Assistant Planner

 

Grace Agada Joined Burt Wealth Advisors in 2012. Grace works closely with each of the planners on various client projects. She is also responsible for scheduling client meetings and coordinating the office calendar. She assists clients by answering questions, responding to requests and researching issues.

 

 

 
 
 
 

Contact Us

Call Us: 301-770-9880

Email: info@burtwealth.com

Burt Wealth Advisors
6010 Executive Blvd., Suite 900
Rockville, Maryland 20852 -

 

 

 

 

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