Glenn G. Kautt, MBA, CFP^®, EA, AIFA, President, Chairman and Chief Investment Officer
Engaged in financial planning and consulting since 1981, Mr. Kautt received his MBA from Harvard Business School and is a President's Distinguished Scholar graduate of Purdue University. He is a member of the Financial Planning Association and the National Association of Enrolled Agents. He is a Graduate Fellow of the National Tax Practice Institute. He is a member of the Board of Trustees of the Foundation for Financial Planning. He has been named repeatedly by Worth, Mutual Fund and Medical Economics magazines as one of the nation's top investment advisors. Washingtonian Magazine recently named him one of the top 100 financial professionals in the greater Washington, D.C. Metro area. J.K Lasser's "New Rules for Estate and Tax Planning" note Glenn on their "Top Professional Advisor" list. Glenn’s management of the firm led it to be named as one of the “Best Managed Financial Planning Firms” in the US in independent surveys for the past four years, an accomplishment shared with less than a dozen other firms across the nation.

Glenn is a recognized author, speaker and expert in advanced financial planning techniques. He writes a regular column for the industry's leading publication, Financial Planning Magazine. A former member of the Editorial Advisory Board for the Journal of Financial Planning, he has four professional contributions published in the Journal. He authored the book "Stochastic Modeling: The New Way to Predict Your Financial Future"; a chapter in "The Invincibility Shield for Investors", with other leading financial planners; contributed to "Secrets of the Wealth Makers" by Michael Lane. Glenn has appeared on national television such as CNBC, CNN and Bloomberg, and is often quoted in financial industry publications, USA Today, Newsweek, The Wall Street Journal, and other publications. He speaks on advanced financial planning and wealth management topics to professionals across the country. He is a former Chairman of the Financial Planning Association of the National Capital Area (FPANCA). Glenn oversees the firm's day-to-day operations, chairs the firm's Investment Committee, and serves as Chief Compliance Officer.
 

Cal Brown, MST, CFP^®, Vice President of Planning
Cal Brown has over 20 years' experience in the financial services field. He graduated cum laude from the University of Arkansas with a bachelor's degree in business administration and is pursuing a Masters of Science in Taxation at American University in Washington, D.C. Cal has two professional contributions published in the Journal of Financial Planning. He has appeared on CNBC, the PBS "Morning Business Report," WAVA-FM (Washington, D.C.), and been featured in the Wall Street Journal. He has been quoted in Kiplinger's Personal Finance magazine, U.S. News and World Report, CNNfn, Financial Planning magazine, Mutual Funds magazine, and Investment News. He serves on the Board of Directors of the FPANCA. Cal is involved in special projects including conducting financial analyses for clients, serves on the Investment Committee, and manages client meetings and all planning efforts.
 

Kenneth C. Robinson, MS, CFP^®, Senior Planner
Kenneth Robinson graduated with a bachelor's degree in economics from the Virginia Military Institute and received his master's degree in finance from Georgia State University. A candidate in the Chartered Financial Analyst program, Ken is a former instructor for Virginia Commonwealth University's CFP^TM certificate course. He serves on the Government Relations Committee for the FPANCA. Ken conducts client meetings, performs client retirement planning analyses and oversees client portfolio management. He serves on The Monitor Group's Investment Committee and previously served as Director of Portfolio Operations for the firm. 


Derrick J. Dansereau, Director of Operations
Derrick Dansereau received his bachelor's degree from George Mason University in Virginia. He has extensive experience in portfolio management and operations. Derrick supervises day-to-day portfolio activities including portfolio design, transfer, implementation, trading, quarterly reporting and billing. Derrick performs investment research and serves on The Monitor Group's Investment Committee. Derrick serves as the Director of Compliance. Derrick also serves as Manager of Information Systems. He spearheaded several technology projects including a proprietary client website reporting system, a comprehensive firm intranet linking multiple databases, and the conversion of the firm's paper files to a paperless electronic system.
 

Aimee Jo Matthews, Director of Client Services
Aimee Jo Matthews graduated from George Mason University with a BA degree.  She brings over 15 years of professional experience in management, customer service and accounting.  Her duties in business development involve all aspects of client and media events and communications.  Additionally, she oversees the firm's human resources department. She also serves as Manager of Information with management responsibility for maintenance of the firm’s client and vendor databases.

 

Mark Steppel, MBA, Operations Associate
Mark Steppel received his bachelor’s degree from Carnegie Mellon University in Economics and his Master’s in Management degree from Yale University.  Prior to joining The Monitor Group, Mark gained more than 10 years of finance experience by working for companies such as Verizon, MCI, UUNET and U.S. News & World Report magazine.  Mark is part of the client relations team.  He is responsible for day-to-day client portfolio activities, assisting the firm's financial planners in operations and meetings, and answering client inquiries.  Mark passed the CFP^® examination in 2004, and will earn the CFP^® designation upon completion of the professional experience requirements.

Steven A. Starnes, CFP, Planner
Steve Starnes graduated with bachelor’s degrees in Economics and Aerospace Engineering from the University of Michigan. Prior to joining The Monitor Group, Steve was involved with business development and financial planning for a wealth management firm in Ann Arbor, Michigan.  Steve is part of the client relations team and provides support for the firm’s financial planners in planning, daily operations and client meetings.  He is also involved with upgrading the firm’s database software.


Paul Williams, Planning Assistant
Paul Williams was his high school Valedictorian and graduated Summa Cum Laude with a bachelor's degree in resource management from Virginia Tech focusing on family financial management.  While a student at Virginia Tech, Paul was involved in the Residential Leadership Community.  Paul is a member of the client relations team and provides support for the firm's financial planners in planning, daily operations and client meetings.  Paul will take the written CFP^® certification exam in 2007.