Advisors Financial, Inc.

Karen Monborne is a CFP® professional with eight years of industry experience. She has been with Advisors Financial, Inc. since 2011. Advisors Financial, Inc. is a six-advisor firm serving individuals, trusts, estates, foundations, endowments, charitable organizations, and other legal entities. The firm provides customized investment management and financial planning, managing approximately $321 million in discretionary assets and utilizing a team-based approach with fundamental analysis and a long-term investment horizon.

Joseph Van Name is a CFP® with 19 years of industry experience and is affiliated with Advisors Financial, Inc. He has been with the firm since 2001 and has also worked at Cetera Advisor Networks LLC since 2013. Outside of his advisory work, he serves in leadership roles on several nonprofit boards, including as Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia and President of the Board of Trustees of IOOF Temple. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, foundations, endowments, and charitable organizations. The firm’s six-person advisory team manages approximately $321 million in discretionary assets, employing a multi-year investment approach guided by an in-house committee while accommodating client-specific constraints and tax considerations.

David Mulhearn is a financial advisor at Advisors Financial, Inc. with seven years of industry experience. He holds a Series 65 credential and has been with Advisors Financial since 2019. Prior to joining the firm, he worked at Washington College for four years. Advisors Financial, Inc. offers customized investment management and financial planning services to individuals, trusts, estates, foundations, and other entities. The firm manages roughly $321 million in discretionary assets through a team-based approach and an investment committee that targets multi-year horizons while addressing client-specific needs.

Amy Hoffman is a CFP® professional with 27 years of experience in financial advising. She has worked at Advisors Financial, Inc. since 2007 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, she is licensed to sell fixed insurance products, including life, health, disability, annuities, and long-term care. Advisors Financial, Inc. provides customized investment management and financial planning services to individuals, trusts, estates, and various organizations, managing approximately $321 million in discretionary assets. The firm employs a team approach with an in-house investment committee that focuses on fundamental analysis and multi-year investment horizons while accommodating client-specific needs.

Gordon Daisley IV is a financial advisor at Advisors Financial, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for Fairfax Water for 17 years. Advisors Financial, Inc. serves individuals, trusts, estates, foundations, endowments, and charitable organizations, managing approximately $321 million in discretionary assets across about 220 clients. The firm provides customized financial planning and portfolio management, employing an in-house investment committee that focuses on multi-year horizons and client-specific considerations.