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As the CEO and Co-Founder of Trio Wealth Management, Michelle is responsible for developing and implementing effective financial strategies for the firm’s high net worth clients. Having both a CFP® and a law degree, Michelle brings an exceptional level of expertise to the financial planning process. To obtain the best results for her clients, Michelle carefully examines all aspects of their financial lives, including investments, lifestyle/retirement goals, estate documents, insurance coverage and tax planning. A former Vice President at Goldman Sachs Personal Financial Management, Michelle has honed her skills in this industry over the last ten years.
Michelle joined the financial services industry after a distinguished career practicing law in Virginia, the District of Columbia, and New York. Through her legal work, Michelle sharpened her ability to identify and execute detailed resolutions for her clients’ legal issues. Now retired from the practice of law, Michelle employs that same dedicated loyalty when working with her clients to help them meet and exceed their financial goals.
Michelle earned her CFP® Professional Certificate from Georgetown University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, having also passed the Series 65. Michelle earned her J.D. from the George Mason University School of Law where she graduated in the top tier of her class and served as Editor of the George Mason Law Review. Michelle earned her B.A. from James Madison University, magna cum laude.
Michelle lives in Great Falls, Virginia with her husband, daughters, and Labrador Retriever.
As the CIO and Co-Founder of Trio Wealth Management, Kevin is a seasoned investment manager and financial planner dedicated to tailoring comprehensive financial life management solutions that align with his clients’ goals, values, and financial circumstances. Kevin helps clients identify their spending goals, timing of goals, savings goals, risk tolerance and capacity, and legacy intentions. As a Certified Financial Planner™ professional he brings expertise in general financial planning principles, income tax planning, investment management, estate planning, insurance planning, and retirement and cash flow planning.
Kevin entered the financial services industry upon completion of his B.S. in Finance in 2006 and has 14 years of hands-on experience in the industry. Additionally, he spent four years in management consulting at Booz Allen Hamilton and Deloitte & Touche, LLP.
In the fee-only advisory business, Kevin has held leadership roles ranging in operations, portfolio management and as a wealth manager for high-net worth clients. This has allowed him to develop a deep operational knowledge in custodians such as Fidelity and Schwab, build model portfolios for each client, and develop effective financial life plans for his clients.
Kevin earned his B.S. in Finance from Saint Joseph’s University and a graduate certificate in Financial Planning from Georgetown University in 2007. He is a Northern Virginia native having grown up in Vienna, Virginia and attended Flint Hill School in Oakton. Kevin currently resides in Potomac Falls, Virginia with his wife, two sons and beloved dog.
Lauren is a Registered Investment Advisor Representative for Trio Wealth Management. As a Wealth Advisor, Lauren works closely with senior advisors, clients, and their families to design holistic financial plans that evolve with life’s changes. She engages in financial planning, investment strategy implementation, and relationship management to ensure each client’s plan stays aligned with their goals.
Lauren is currently enrolled in Boston University’s Executive Certificate of Financial Planning program in pursuit of the Certified Financial Planner® designation. She earned her Master of Business Administration from the University of Charleston at the College of Charleston with a focus in Marketing. She earned her undergraduate Bachelor of Arts with a double major in International Affairs and Spanish from James Madison University.
Lauren is a Northern Virginia native, and currently resides in San Diego, California.
Charlotte is a Registered Investment Advisor Representative at Trio Wealth Management, where she partners with senior advisors, clients, and their families to develop comprehensive financial plans tailored to each stage of life. In her role as a Wealth Advisor, she supports financial planning, investment strategy implementation, and ongoing relationship management to help clients stay aligned with their long-term goals.
Charlotte earned a Bachelor of Science in Finance with a minor in Communications from George Washington University, graduating summa cum laude. She was also a member of George Washington University’s Division I women’s tennis team. Charlotte began her career with J.P. Morgan Private Bank in Palm Beach, FL, where she worked as an Analyst for two years following graduation. She plans to pursue the Certified Financial Planner® designation over the next year.
A Northern Virginia native, Charlotte grew up in Great Falls and will be relocating to Miami, Florida in Fall 2026.
* Five Star Wealth Disclaimer
This award was issued on 09/01/2026 by Five Star Professional (FSP) for the time period 02/18/2026 through 07/31/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3516 Washington, D.C.-area wealth managers were considered for the award; 133 (4% of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
