About

Paul established the Franklin Capital Strategies Team in 2016 to continue his financial services career, while following in the footsteps of his father and grandfather—extending over three generations in the financial services industry with offices in both Cleveland and the Washington D.C. area.

What does Paul mean to the Franklin Capital Strategies team? As a former athlete, we like to think of Paul as our quarterback who develops a solid game plan that keeps our clients moving down the field towards their financial goals. Paul is highly customer-centric, very transparent (what you see is what you get) and is 100% dedicated to the success of our team—he is in fact our fearless leader.

When Paul is not in the office or meeting with clients—the best place to find him is actually on the football field! Paul also coaches high school athletes at Maret School and provides financial advice to help athletes and their families plan their financial futures while partnering with coaches, agents, and sports executives. Prior to joining the financial services industry, Paul was a coach and development associate at The Potomac School in McLean, VA.

Paul is an active volunteer in the community and within the financial services industry. Paul is a Political Involvement Leader (PIL), serving as a liaison between the New York Life Office of Government Affairs and his local office. Paul sits on the Visiting Committee of the Board of Trustees for Hawken School in Cleveland, OH. He is a member of the Greater Washington Jewish Federation Strategic Planning & Allocations Committee and establishes priorities in consultation with the Executive Committee. Paul previously served as AVP of the Alumni Board for George Mason University’s Schar School of Public Policy.

Paul began his career as a financial professional with New York Life and is affiliated with Eagle Strategies, LLC, as a Registered Investment Adviser. He is also a registered representative with NYLIFE Securities LLC. Paul holds a Series 6,7, 63 and 66 license with FINRA. Paul holds an M.P.P. in Public Policy from George Mason University’s Schar School of Policy and Government and a B.A. in Business Management from Washington College. Paul currently resides in Arlington, Virginia with his wife Andrea, their daughters Madeleine & Isabelle, and their dog Bernie (who is also our CHO).

 

Doug joined the Franklin Capital Strategies Team in 2019 as a Financial Services Professional with an incredible track record of 33+ years of experience in the financial services industry. He specializes in utilizing insurance strategies as an estate planning tool for families and small business owners.

What does Doug mean to the Franklin Capital Strategies team? Well, Doug is our Yoda. He provides sound advice and truly is our mentor and we are his Jedi. Doug is loved by many of our clients and has an incredible rapport with everyone. What can we say, we love Doug!

Doug’s career began with the New England Life Insurance Company (now MetLife) at the young age of 23 years old. While at New England, he developed a niche within the small business community as well as advising high net worth individuals on how to plan for the next generation. Doug then went on to build and staff a successful financial services practice which included investment management, risk management and estate planning.

When Doug is not in the office—you can find him exercising, traveling, or hanging out at the local dog park playing ball with his black lab, Boomer. Doug has a passion for dogs (we love) and is an advocate for those dogs that are less fortunate without an owner or home. With a passion for the financial services industry, Doug spends time mentoring young agents (Yoda).

Throughout his career Doug pursued and obtained his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) which are both regarded as respected designations in the financial services industry. He is also a registered representative with NYLIFE Securities, LLC and holds a FINRA Series 6 and 63. Doug is a proud 1985 graduate of Virginia Commonwealth University with a BS in Accounting. He currently resides in Richmond, VA with his best companion Boomer.

Judy joined the Franklin Capital Strategies as our Long Term Care and Employee Benefits Specialist. Her accomplished career has helped clients feel more secure in their future and empowered to have more choices later in life. She has been recognized for encouraging business owners to add more benefits for their employees without causing a burden to the bottom line.

What does Judy mean to the Franklin Capital Strategies team? Judy’s sweet spot is leading the group benefits and long-term care operations. Sharing the team’s passion for finding the best solutions for our clients , Judy loves to educate and give her clients confidence in making important choices on their financial future. Outside of the office, Judy is an active volunteer in her community conducting Grief Sensitivity Training for local faculties and staff in the DC Metro area.

Prior to joining FCS, Judy was a Registered Nurse rotating between the ER and Labor & Delivery. After raising her four (now adult) children, Judy started a Lamaze & Aerobics business that she successfully owned and operated for over ten years. She then transitioned into financial services and worked at many major banks up and down the east coast for the last 27 years. Judy joined New York Life as a financial services professional in 2017, and is affiliated with Eagle Strategies, LLC as a Registered Investment Adviser. She is also a Registered Representative with NYLIFE Securities, LLC. Judy holds a Series 7, 66, 79 license with FINRA. Judy graduated from the Swedish Hospital School of Nursing and currently resides in Alexandria, VA with her husband David.

California Insurance License #OM26613

Kris joined the Franklin Capital Strategies team in 2019 as a Client Relationship Manager. She brings over five years’ experience in the customer service industry and is responsible for onboarding and welcoming all of our clients to the FCS family.

What does Kris mean to the Franklin Capital Strategies team? She genuinely loves the interaction with our clients, whether it is in person or on the phone. Kris brings a strategic focus and natural ability to Client Relations—and just delivers the client magic. Kris truly goes the distance for our clients and inspires us all with her incredible energy.

Not surprising, Kris’s relentless strategic focus and endurance comes from a notable athletic career! For the last 16 years, Kris has been a Division I Women’s College Basketball referee which included appearances in a Division II Final Four Championship game and the NBA “G” League. Kris started her career in K12 education and was a former Athletic Director, Physical Education Department Head, and multi-sport Coach at Chesapeake Bay Academy in Virginia Beach. Prior to that she was a PE Teacher and multi-sport coach at Georgetown Day School in Washington, D.C.

Kris is an avid athlete and fitness participant—a three-time All-American Lacrosse player, NCAAW Division II Midfielder of the Year, and played in two Final Four Lacrosse Championships. When Kris is not in the office, she can be found enjoying Ultimate Fitness and CrossFit (amazing!) as well as continuing to play adult women’s lacrosse. Kris is a graduate of Longwood University with a B.S. in K-12 Health/Physical Education and a Minor in Coaching. She currently resides in Richmond, VA with her daughter Daileena.

Cassidy joined the Franklin Capital Strategies team in 2019 as our Client Relationship Assistant. She brings with her over five years experience in the customer service industry and is passionate about serving others.

What does Cassidy mean to the Franklin Capital Strategies team? Cassidy shines when speaking and connecting with clients personally. Having grown up in the restaurant business she brings a natural understanding of how to serve, relate, and attend to people’s needs.

Cassidy is a full time college student in Washington State pursuing a BFA in Graphic Design as well as a minor in American Sign Language. She is utilizing her artistic degree by selling her artwork and donating a portion of her profits to Child Rescue Coalition. CRC is an organization that builds technology to help law enforcement arrest child sex trafficking predators and rescue children from sexual abuse. This is an issue she is passionate about and hopes to make a difference.

When Cassidy is not in the office she can be found illustrating, hiking or visiting family. She currently resides in Ellensburg, WA with her husband Austin.

Bernie is our fuzziest Franklin Capital Strategies Team Member and cherished Chief Happiness Officer (CHO). He is responsible for making sure that FCS clients and employees feel right at home when visiting the office. Bernie is very close pals with Doug, because of his passion for doggies—it’s a beautiful thing.

What does Bernie mean to the Franklin Capital Strategies team? Bernie brings a certain energy to the team that is fueled by belly rubs, infectious laughter and giant smiles (like his). Bernie’s passion is making everyone feel loved and well…happy!

When Bernie is not in the office— you can find him trotting through the neighborhood enjoying the company of other doggies and delivering awesome high fives. Bernie enjoys delicious bones, chasing squirrels, and snacking on string cheese in his spare time.