NEWSLETTER
Xerxes Nabong, CFP®, CDFA®
Philip M. Maliniak, CRPC®
Nicole Brown-Griffin, CFP®, CDFA®, EA
Aaron Petty, Client Associate
Hampton Roads: (757) 394-3486
Greater Phoenix: (480) 687-9339
Orange County: (949) 660-8869
Wealth Avenue Staff Introductions
We hope this message finds you well and thriving as we embark on an exciting new chapter together. In February, we proudly announced the merger of Royal Financial into Wealth Avenue, marking a significant milestone in Mark’s journey toward retirement. This strategic move brings a wealth of opportunities to our relationship together. With this integration we are excited to offer an even broader range of resources, expertise, and personalized solutions to meet your evolving financial needs. We are delighted to introduce Wealth Avenue’s team who will be instrumental in shaping your financial future. From experienced advisors to dedicated support staff, each member of our team is committed to providing you with unparalleled service and support.
CLIENT ADVISORY TEAM:
Xerxes Nabong, CFP®, CDFA® - Co-Founder and Owner
A CERTIFIED FINANCIAL PLANNER• and CERTIFIED DIVORCE FINANCIAL ANALYST® professional, Xerxes is co-founder of Wealth Avenue and specializes in working with business owners, corporate employees with stock incentive plans, and healthcare professionals. Originally from Virginia Beach, VA and a graduate from Old Dominion, Xerxes lives in Scottsdale, AZ with his fiance, Alyson, and daughter, Ava. Xerxes will spearhead the Royal Financial and Wealth Avenue integration and spend a considerable amount of time in Newport Beach to personally meet with clients.
Philip M. Maliniak, CRPC® - Co-Founder and Owner
Also a co-founder, Phil, a Registered Principal, manages the daily operations of our home office staff and works with clients crafting retirement plans. He Is a graduate of Virginia Tech and is married to his college sweetheart, Vanna, and has two kids, Riva and Donavan. Based out of our Virginia Beach, VA office, Phil will primarily serve Royal Financial clients residing outside of Orange County through virtual consultations.
Aaron Petty - Client Associate
Aaron will lead the day-to-day operations and work closely with clients in our Newport Beach office. A graduate of Brigham Young, .Aaron is married to Kim and has two sons, Conner and Cooper. He started his career in 2007 at Ameriprise Financial and recently worked alongside his father at North Star Wealth Strategies in Fort Worth, TX.
Nicole Brown-Griffin, CFP®, CDFA® - Client Associate
A CERTIFIED FINANCIAL PLANNER® and CERTIFIED DIVORCE FINANCIAL ANALYST® professional, Nicole has 12 years of experience providing financial counseling to all branches of the military community and their dependents. Also an Enrolled Agent with 18 years of tax preparation experience, Nicole assists our advisors and clients with tax inquiries as part of our comprehensive financial planning services. She lives in Norfolk, VA with her husband and her two daughters, Nisa and Gigi, mother, and two dogs, Dakota and Reno.
CLIENT SERVICE TEAM:
Felicia Thompson - Client Service Coordinator
When you contact our office, your calls will be directed to Wealth Avenue’s main office in Virginia Beach, VA Felicia, our Client Service Coordinator, will be your initial point of contact for any inquiries. Felicia will also proactively reach out to arrange introductory and review sessions.
Evelyn Oborny - Advisor Support
Evelyn works closely with our advisors, often participating in client meetings to offer comprehensive support in financial planning, relationship management, and managing tasks needed pre- and post-meetings. She, too, will proactively reach out to arrange introductory and review sessions.
Stacie Warren - Office Manager
Stacie oversees our service operations, ensuring the smooth processing of onboarding new clients, opening new accounts, asset transfers, and other administrative duties. Her role is vital in maintaining the efficiency and effectiveness of our services.
Genevieve Weaver - Special Projects Coordinator
Genevieve plays a key role in organizing client appreciation events and supporting insurance application processes. Her efforts are central to maintaining the high level of client satisfaction we strive for. We plan to host events for you in the years to come!
As we continue this transition, we want to ensure that you receive the same exceptional service and guidance you’ve come to expect from Mark over the last several decades. Rest assured, our dedicated team working with Royal Financial clients, led by Xerxes, Phil, and Aaron will work closely with each of you and the service team at Wealth Avenue to guarantee a seamless integration and alignment of your financial goals.
We are committed to maintaining the strong bonds Mark has forged with you over the years, while also embracing the enhanced capabilities and collaborative approach that Wealth Avenue brings to the table. Together, we will navigate this transition with diligence and care, prioritizing your financial well-being every step of the way.
We are excited about the possibilities that lie ahead and are deeply grateful for your continued trust. Throughout 2024, Mark will be traveling back and forth to Newport Beach from his new home in Ohio. Our advisor support team will be reaching out over the next few months to schedule introductory and/or strategy review sessions as part of our seamless transition plan. Thank you for allowing us to be a part of your financial journey, and we look forward to the opportunities that await us as we embark on this new chapter together.
Your Team at Wealth Avenue,
