Blisk Financial Group

 

 

 

 

meet the team

 

Everyone at the Blisk Financial Group is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams.

 

Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions.

 

We are committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.

 

 

 

the investment team


Brenda Blisk, CFP®
CEO of Blisk Financial Group
Senior Vice President of
Spire Investment Partners
Wealth Manager
CERTIFIED FINANCIAL PLANNER™
Brenda.Blisk@spireip.com
703-748-5828

 

 

Brenda Blisk

Brenda Blisk , CFP®, founder and CEO of the Blisk Financial Group, is among the nation's leading Wealth Managers . Recently named in Barron's Magazine as one of the Top 100 Women Financial Advisors in the country. Virginia Business Magazine also recognized Brenda as one of The Top 50 Wealth Advisors and #2 Retail Investment Advisor in Virginia.

May 2007, Brenda was recognized nationally, by Dunham & Associates in San Diego , California , as their first recipient of the Charles Eisenmann Client First Service Award.

 

Drawing upon her financial background of 22 years and her continuing education as a Certified Financial Planner®, Brenda and her team provide clients with the caring, holistic service and personal attention that have become her trademark. She specializes in working with women, executives and their families to develop financial “roadmaps” to avoid investment mistakes. Most people get caught up in their emotions of trying to solve the financial problem of the moment.

 

Brenda and the members of the Blisk Financial Group pride themselves on creating customized, top-quality strategies and solutions for clients in an “unbiased” business environment.

Brenda lives in Tysons Corner , Virginia , with her husband, David and daughter, Laura-Marie. She is active in her community and served in a variety of leadership roles with The Capital Speakers Club of Washington, Welcome to Washington, Women in Technology , and Good Shepherd Lutheran Church.

 

 

Providing the big picture perspective-matching investment and financial planning strategies to client's goals and spearheading the Blisk Financial Group's commitment to creating customized, unbiased solutions for clients.

 

 

Relishing her family and their time together, gardening, ballroom dancing, reading voraciously, and playing with the family dog, Cookie.

 

 

  • Institute of CERTIFIED FINANCIAL PLANNER ™ practitioner, 1989
  • Investment Advisor Representative of Spire IP, LLC holding a:
        -Series 65: Registered Investment Advisor
  • Registered Representative of CIR holding a:
        -Series 7: General Securities License
        -Series 31: Futures License
        -Series 63: State Securities License
  • Life & Health Insurance Licensed
  • Capital Speakers Club of Washington , DC
  • Member of the Financial Planning Association
  • Member of the McLean Chamber of Commerce
  • Dalbar Certified 2000
  • Member of IMCA, The Investment Management Consultants Association, Inc.
  • Member of the FPA NCA ( National Capital Area Financial Planning Association: serving DC, suburban Maryland, and Northern Virginia


 

Dianne Nolin, CFP®, CDP
First Vice President
Wealth Manager
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Planner

Dianne.Nolin@spireip.com
703-748-5838

 

Dianne NolinDianne’s experience in the financial services industry spans more than 20 years. She has been with The Blisk Financial Group since 1994. Dianne’s expertise encompasses financial and retirement planning, the unique planning needs of widows and divorcees, and working with business owners to provide “user-friendly” employee benefits programs.

 

 

 

She works personally with clients to determine their financial goals, dreams, and develop long-term financial strategies or solutions for each distinctive planning need.

 

Being an involved wife, and mom to her wonderful five year old daughter, Grace and two year old son, Hayes.  She enjoys spending time with her enormous family and many friends. In her free time, she is a budding gardener.

 

  • Institute of CERTIFIED FINANCIAL PLANNER ™ practitioner, 2004
  • Certified Divorce Planner, 1999
  • Retirement Plan Specialist
  • Series 7: Securities License
  • Series 63: State Securities License
  • Series 65: Registered Investment Advisor
  • Life & Health Insurance Licensed
  • Member of the Financial Planning Association
  • Member of the Financial Divorce Association
  • Member of the Institute of Certified Divorce Planners
  • Corporate Sponsor of the Autism Learning Center
  • Capital Speakers Club of Washington, DC

 

 

 

 

Joe Gallemore
Investment Analyst

Joe.Gallemore@spireip.com
703-748-5829

 

 

Joe GallemoreJoe, recognized for his research and analytical abilities is a graduate of Johns Hopkins University. He received his B.A. in Economics and a B.S. in Mathematical Science. He holds his Series 7 Securities license and Series 65 Investment Advisor Representative License. Joe is a native of Fairfax, Virginia.

 

Client Focus: Advising on asset
allocation, investment policy formulation, portfolio assessment and design, and investment implementation.

 

All sports – especially soccer, football, skiing and volleyball.

 

 

 

George Agouridis
Client Service Specialist
Registered Associate

BFGservice@spireip.com
703-748-5823

 


George AgouridisGeorge is a native of Maryland and graduated from American University, where he received his B.A. in Marketing from the Kogod Business School. He brings over five years of experience in the financial service industry to the Blisk service team. He is registered and holds his Series 7 Security License.

 

George’s goal is to provide clients with the highest level of service which is the hallmark of the Blisk Financial Group. He oversees and provides comprehensive client service, administrative support, and co-ordinaging with the Advisors.

 

George enjoys playing and watching sports, working around his home and doing improvement projects. Of course, spending time with his extensive Greek family and friends. Yes, he does speak Greek.

 

 

 

 

 

 

© Copyright 2008-2010 Spire Investment Partners, LLC. All Rights Reserved

Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA / SIPC.