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Sabrina L

Series 66

Lexington Park, MD

Navy Federal Investment Services, LLC

Sabrina Lee is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2019 and was previously employed by Navy Federal Credit Union from 2015 to 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Allen O

Series 66

Lexington Park, MD

Navy Federal Investment Services, LLC

Allen Osterloh Jr. is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, where he has worked since 2026. He has two years of industry experience, including prior roles at JPMorgan Chase Bank and First Command Financial Services. Osterloh also served in the US Army for 22 years before beginning his career in financial services. Navy Federal Investment Services primarily serves members of the Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers from providers such as BlackRock and Vanguard.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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