Client Portal Contact Us
Fee-Based Comprehensive Financial Planning
Your Financial Partners for Life
Before you work with anyone, you should first be comfortable with their values, background, and capabilities. Here's a look at who we are. Want to know more? Pick up the phone and let's get to know each other.
“Knowing everything about the financial condition of the people I work with is paramount. If I don’t, it’s a disservice. Making a suggestion in one area may appear to be a good idea, until you discover how it affects other facets of their financial life.”
A principal and President of Capitol Financial Consultants, Inc., Joel was born in 1954. He is an attorney, a Certified Financial Planner, a Chartered Life Underwriter, and a member of the Financial Planning Association. He received his Bachelor of Arts degree, Magna Cum Laude, from Boston University in 1976 and his Juris Doctor degree, Cum Laude and Law Review, from the University of Miami School Of Law in 1979. Joel practiced law until 1982 when he affiliated with Financial Service Group. He remained with that company through 1987 becoming Vice President of Financial Planning for FSG, Inc. in 1987. Since 1992, Joel has been a principal, President, and serves on the Board of Directors of JOJES, Inc. and since 1999 he has been a principal, President, Secretary, and Board of Directors member of Sterling Wealth Management, Inc. Joel serves on the Board of Directors for CFC. He is also the President and a Board of Directors member of McLean Youth Athletics.
ON A MORE PERSONAL NOTE: “I’ve been a youth sport coach since 1992. I love sports and I love kids. What could be better?”
"I love the look of relief on the faces of our clients (every time) when they discover the spectrum of services we offer. There is nothing like seeing a person evolve from feeling financially insecure to feeling financially confident."
Jeffrey received his Bachelor of Science degree from Ithaca College in 1997 and then participated in graduate studies at Johns Hopkins University studying business management. He is a Certified Financial Planner, a Chartered Financial Consultant, and a member of the Financial Planning Association. Jeffrey began his career with MAMSI Health Plans in 1999 working with small businesses to adapt and implement benefit packages for their employees. In 2006, he affiliated with the MassMutual Financial Group as a Financial Advisor until July 2011 when he joined the Capitol Financial Consultants team as a financial planning associate. Jeffrey has previously served as President of his homeowners association.
ON A MORE PERSONAL NOTE:
"I love being active, especially outdoors. Hiking, SCUBA diving, boating -especially boating. Add in some wine tasting and the occasional game of golf, and that about covers it! "
“What does money mean to you? I do not believe there is one "right" financial decision for every situation, which is why I believes the best way to manage financial affairs is to work through a process to articulate underlying values, beliefs, and desires as a foundation for financial decision-making.”
Josh Stillman joined Capitol Financial Consultants in 2014 as the Director of Financial Planning. In years prior, Josh was an Engagement Manager for Booz & Company in the strategy practice. He led consulting projects with energy companies on their most important strategic issues including financial business cases, operating model design, performance excellence, new technology introduction, market strategy, pricing, and integrated planning processes. Josh received his BSE in Bioengineering from University of Pennsylvania cum Laude, his MBA from University of Texas at Austin, Dean’s Award, and CFP® education from the American College.
Josh is also Co-Founder and Co-Organizer of TEDxTysons, encouraging the spread of big ideas; Board Member and Treasurer of Edge City USA focused on supporting community, education, and philanthropy in Tysons; and Board Member and Director of Admissions of Minds Matter of Washington DC, which works to transform the lives of accomplished high school students from low-income DC families by broadening their opportunities and preparing them for college success.
ON A MORE PERSONAL NOTE: “My curiosity steers my interests in many directions. I play guitar and have recorded a LP and EP with a former band. I also enjoy running, cooking, photography, golf, gardening, reading, and spending as much time as possible with my wife and two boys.”