Philip J Schlemmer, RICP®, CFP®, CLU®, CFA®, WMCP®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Sally B Ruffolo

Sally B Ruffolo

Associate Financial Representative
Office 703-848-4880
Mobile 571-405-1218

My name is Sally and I joined Phil's practice in 2015.  I facilitate new client onboarding as well as all ongoing service needs you may have as a client. 

I live in Northern Virginia and have 3 grown boys.  My middle son is serving our country in the Marines.  My oldest son works as a recruiter and the youngest will be attending college in the fall.  I enjoy spending my free time with my kids and their pets.  For exercise I enjoy yoga, biking and swimming.  For fun I enjoy cooking and volenteering.  Volenteering and helping others can bring the greatest fulfillment. 

"The best way to find yourself is to lose yourself in the service of others." ~Gandhi


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