A good leader sets a positive example, communicates effectively, empowers their team, fosters a positive work environment, and strives for self-improvement.
Inspiring and Motivating Others
Liliana N. Molina, CFP®, MBA, CFFPresident & Founder
Phone: 703.748.5819 (direct)
Connect on LinkedIn
For over 20 years, Lili has provided her clients with the support they need to identify their goals and develop sound plans for their financial future.
She believes your financial well-being and your confidence in your future should measure success. She aims to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help clients reach their goals, giving them greater peace of mind. She assists her clients in maintaining their financial focus so they can achieve the most critical goals for themselves and their families, both now and in the future.
Area of Focus
Financial Planning, Investment Advice, Retirement Planning Strategies, Estate Planning Strategies, Asset Allocation, Employee Stock Options, and Risk Management
- MBA, George Washington University
- Certificate of Financial Planning, Georgetown University
- Institute of CERTIFIED FINANCIAL PLANNER™ Practitioner
- Certified Financial Fiduciary®
- Life and Health Insurance LIcensed
- FINRA (formerly NASD) Securities Licensed — 7 Securities License, 63 State License, 65 Registered Investment Advisor
- Tahirih Justice Center — Pro Bono work with immigrant women and girls seeking justice in the United States from gender-based violence
- Human Rights First — Pro Bono financial advice for individuals who’ve been subjected to violations against human rights such as tyranny, extremism, intolerance, and violence
- Member — Financial Planning Association
Licensed and registered to conduct business in VA, MD, and DC.
Based on licenses and registrations I hold, I may also conduct certain business in FL, KY, NC, ND, OR, SD
Our team of leading experts
A team of experts is like a symphony orchestra, with each member a virtuoso in their own right. Each expert brings unique skills and specialties to the table, like the distinctive sound of a flute, cello, or trumpet. The result is a beautiful and powerful performance when they come together and play in harmony. This team blends their talents, experiences, and perspectives to create something more significant than the sum of its parts, just as an orchestra creates a masterpiece from individual instruments. With this team of experts at the helm, there’s no limit to what can be achieved.
C. Scott AireyCFP®, MBA, AWMA℠
Scott is the founder and President of Corbett Road and is a member of the Corbett Road Investment Committee. Prior to founding Corbett Road, Scott was a Branch Manager at Charles Schwab and began his financial services career at Legg Mason Wood Walker. Scott earned his BS in Consumer Economics from the University of Delaware and MBA from the University of Baltimore. He is a Certified Financial Planner™, Accredited Wealth Management AdvisorSM, and holds FINRA Series 7, 9, 10, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.
Matthew GaffeyCFP®, ChFC®, BFA™, CFF
Managing Partner & Senior Vice President
Matthew is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. He offers clients years of financial services, retirement planning, and wealth management experience. Prior to joining Corbett Road, Matthew worked for Fidelity Investments and was a President’s Circle Award Winner. He has a Bachelor of Science from Virginia Tech and has earned the Certified Financial Planner™, Chartered Financial Consultant®, Behavioral Financial Advisor™, and Certified Financial Fiduciary® designations. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association and Virginia Tech Alumni Association.
Maureen PittsAAMS®, CFF
Managing Partner & Director of Client Services
Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs, and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health, and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.
Jeffrey McCoyAAMS®, CFF
Managing Partner & Senior Wealth Manager — Private Client Group
Jeff is a Managing Partner at Corbett Road and a member of the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7, 9, 10, 63, and 65 licenses. He has also earned the Accredited Asset Management Specialist, Certified Financial Fiduciary® designations, and completed the Certified Investment Management Analyst Executive Education Program through the University of Chicago Booth School of Business.
Managing Partner & Portfolio Manager
Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies. Before joining Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.
Will CunninghanCFP®, BFA™, CFF
Senior Wealth Manager — Private Client Group
Will offers clients years of financial services, investment guidance, and individualized planning experience. Will uses smartlife™ to uncover a client’s true goals and assist them in the pursuit of their various endeavors. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planer™, Behavioral Financial Advisor™, and Certified Financial Fiduciary. He holds FINRA Series 7, Series 63, and Series 65 licenses.
Kayla JohnsonCFP®, MBA, BFA™, CFF
Kayla is a Financial Planner at Corbett Road. She is a Certified Financial Planner™ and has years of experience in financial services and financial planning, with focuses on retirement and tax planning. She graduated summa cum laude from North Carolina State University with a BS in Education and earned an MBA from the University of North Carolina at Wilmington. She holds a FINRA Series 66 license, as well as North Carolina Life, Accident and Health or Sickness, and Medicare Supplement and Long-Term Care Insurance licenses. Kayla is also a board member for the New Hanover County Nursing Home Advisory Committee.
Senior Regional Wealth Consultant
Alexi provides clients with a holistic view of their financial picture. By identifying their current financial situation, risk tolerance, and lifetime goals, Alexi is able to deliver a more comprehensive and individualized client experience. Prior to joining Corbett Road, Alexi worked as a Financial Advisor at Oppenheimer and an Associate at UBS.
He received a Bachelor of Science in Business with a Specialization in Finance from American University and is a member of the American University Alumni Association. Alexi is a Certified Financial Fiduciary® and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.
Senior Regional Wealth Consultant
Carolyn is a Senior Regional Wealth Consultant at Corbett Road and has been working in the financial industry for several years. Carolyn built her career advising institutional and high-net-worth clientele and has a wide breadth of knowledge in financial services, retirement planning, and investment management. Prior to joining Corbett Road, she held roles in trust and estate management and has extensive experience in complex planning. This experience has given her deep insight into the industry and has helped shape her philosophy for helping clients. Carolyn earned her Bachelor of Science from Kent State University, is a Certified Financial Planner™, and holds the FINRA Series 66 license.
Kit FrederickCFP®, CPWA®, BFA™, CFF
Senior Wealth Manager
Kit believes that everyone can benefit from the right type of planning. Prior to joining Corbett Road, Kit worked for two financial services firms where he delivered comprehensive planning and services to individuals and families. He received a Bachelor of Science in Finance from Virginia Tech and is a member of the Virginia Tech Alumni Association. Kit is a Certified Financial Planner™, Certified Private Wealth Advisor®, Behavioral Financial Advisor™, and Certified Financial Fiduciary®. He holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.
Zachary JoinerCFP®, BFA®, CFF
Senior Wealth Manager
Zachary is a Senior Wealth Manager at Corbett Road and has many years of experience in the financial services industry. He prefers to take a comprehensive financial planning approach when working with clients and places an emphasis on examining a client’s investments, taxes, risk management, goal setting, and estate planning. Prior to coming to Corbett Road, Zachary was the Director of Financial Planning at a wealth management firm in the St. Louis area and worked with individuals, families, and business owners. He is a Certified Financial Planner™, Behavioral Financial Advisor®, Certified Financial Fiduciary®, and holds a FINRA Series 66 license. Zachary graduated from Southern Illinois University Edwardsville with a Bachelor of Science in Business Administration with an emphasis in Finance. Zach enjoys donating time to St. Louis Children’s Hospital and is a member of their Ambassador Committee.
Sean RosencranceCFP®, BFA™, CFF
Sean prioritizes focusing on understanding his clients and their personal motivations. He has found he has been able to add the most value to a relationship through active listening and asking the right questions. He earned a Bachelor of Science in Finance with a concentration in Financial Planning at Virginia Tech and is a member of the Virginia Tech Alumni Association. He has also earned the Certified Financial Planner™, Behavioral Financial Advisor™, and Certified Financial Fiduciary® designations. He holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.
Marcus MaloneCFP®, BFA®, CFF
Marcus offers years of experience in the financial services arena and believes planning is an integral part in helping a client achieve their personal measure of success. Prior to Corbett Road, Marcus worked for Pioneer Investments, providing exceptional customer service to investors across the country. He also spent time with International Fund Services, in which he was responsible for the complete administration of multiple hedge funds and the management of many high-profile relationships. Marcus earned a BS from Virginia Tech, is a Certified Financial Planner™, Behavioral Financial Advisor™, and a Certified Financial Fiduciary. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.
Carmen Dello IaconoCFA®
Carmen works in Corbett Road’s Investment Management Division where he supports all of the firm’s investment strategies and is a member of the Corbett Road Investment Committee. Before joining Corbett Road, Carmen worked as an Investment Consultant at a large financial data company. Carmen earned a Bachelor of Science in Physics with a minor in Mathematics at Boston College. Carmen holds Series 7 and 66 licenses is a CFA Charterholder. He is also a member of the CFA Institute, CFA Society of Washington, D.C., and the Boston College Alumni Association.
Senior Client Service Specialist
Angelica Orozco offers years of experience in the financial services industry and supports the client relationship team by collaborating with clients, facilitating complex service requests, and helping implement internal processes. Prior to joining Corbett Road, she was responsible for overseeing the client service experience and helping clients align their finances with their life goals at Morgan Stanley and Merrill Lynch. Angelica earned a Bachelor of Science degree in Business Administration from California State University East Bay and holds FINRA Series 7, 63, and 66 licenses. She is also fluent in both English and Spanish.
Client Service Associate
Harrison supports the client relationship team and works to ensure that clients receive an exceptional level of service. He earned a Bachelor of Administration in Marketing and Management from James Madison University and is a member of the JMU Alumni Association. Harrison is currently working toward the FINRA Series 7 and 66 licenses and has plans to pursue the Certified Financial Planner™ designation thereafter.
Karli is a creative innovator, branding strategist, and design expert with years of expertise in creating impactful visual branding solutions. She pairs a broad range of creative leadership experience in brand strategy and development, graphic design, and marketing with a deep understanding of the psychology behind design to create effective campaigns and corporate narratives. Prior to joining Corbett Road, Karli was a Senior Design & Marketing specialist working in tandem with C-level executives to guide the creative marketing strategy and design of multi-million-dollar companies. Karli earned her B.A. in graphic design from The University of Maryland, Baltimore County.
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