Northwest Financial Advisors LLC

Kevin Fisher is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has held leadership roles at several affiliated entities, including President and CEO of Northwest Capital Management and Northwest Financial Advisors. Fisher’s background includes work with LPL Financial and multiple Northwest-branded financial service companies. Northwest Financial Advisors LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities by providing customized portfolio management and financial planning. The firm emphasizes a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs alongside an Outsourced Chief Investment Officer platform for portfolio oversight.

Nicole Davis is a financial advisor with Northwest Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Northwest Financial Advisors LLC, Northwest Financial Group LLC, and LPL Financial for over a decade in various roles. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach, tailoring portfolios based on client time horizons, risk tolerance, and objectives, while utilizing LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Jerry Guido is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently serves with Northwest Financial Advisors LLC and has concurrently worked in tax preparation and accounting since 2011. Guido also operates NW Insurance Agency LLC, combining investment advisory and insurance services. Northwest Financial Advisors LLC offers investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach and provides customized portfolio management supported by LPL Financial custodial programs and an Outsourced Chief Investment Officer program.

Thomas Turner is a CFP® professional with 33 years of experience in the financial services industry. He has been with Northwest Financial Advisors LLC since 2013 and also has a long tenure with LPL Financial, LLC dating back to 2008. Turner provides investment advisory services through Northwest Financial Advisors LLC, an independent firm affiliated with Northwest Federal Credit Union. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, employer-sponsored plans, and other entities. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach, utilizing both in-house portfolio analysis and external investment programs to tailor portfolios to client needs.

Barry Bass Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Northwest Financial Advisors LLC and has previously worked at Fulton Bank, Raymond James Financial Services, and M&T Securities. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to clients’ time horizons, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and an outsourced chief investment officer program.

Denise Proctor is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding CFP®, Series 63, and Series 65 designations and bringing 21 years of industry experience. Her work history includes roles at M&T Bank and M&T Securities from 2009 to 2026, along with experience at LPL Financial since 2021 and Northwest Financial Group since 2026. Northwest Financial Advisors LLC provides investment advisory and financial planning services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management and oversight.

Joseph Wilson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Northwest Federal Credit Union. He also spent time with The Omaha Beef Indoor Football Team in 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven investment approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer platform to support portfolio management and client service.

Kimberly Lampropoulos is a financial advisor with Northwest Financial Advisors LLC, holding a Series 63 designation and nine years of industry experience. She has been with Northwest Financial Group LLC, Northwest Financial Advisors LLC, and LPL Financial, LLC since 2016. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and primarily implements strategies through LPL Financial custodial programs, while also offering an Outsourced Chief Investment Officer program to support portfolio oversight and manager due diligence.

Deatrice Johnson is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked at LPL Financial, LLC and Northwest Financial Advisors since 2016 and has additional experience in commercial real estate with Long and Foster Real Estate, Inc. Johnson also provides administrative services for Northwest Financial Advisors. Northwest Financial Advisors LLC offers discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and uses a long-term, asset-allocation-driven approach with customized portfolios implemented through LPL Financial programs.

Nikyla Young is a Certified Financial Planner (CFP®) with eight years of industry experience. She has been with Northwest Financial Advisors, LLC since 2017, concurrently working with LPL Financial and Northwest Financial LLC. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to each client’s time horizon, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and its Outsourced Chief Investment Officer program.

Kelly Demers is a financial advisor at Northwest Financial Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill, BNY Mellon, and LPL Financial. Kelly serves as a board member of the Alabama Ballet, where she is involved in fundraising and awareness efforts. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach, tailoring portfolio management based on clients’ time horizon, risk tolerance, and objectives while utilizing custodial and outsourced chief investment officer programs through LPL Financial.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Jiashuo Qin is a CFP® certificant with six years of industry experience, currently serving as an advisor at Northwest Financial Advisors LLC. His prior experience includes roles at LPL Financial LLC, Wells Fargo Clearing, Charles Schwab and Co., Inc., and TD Ameritrade. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes custodial programs and an Outsourced Chief Investment Officer service to support portfolio management while tailoring strategies to clients’ objectives and risk tolerance.

Gregory Grinnell is a financial advisor with Northwest Financial Advisors LLC in Leesburg, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Northwest Financial Advisors since 2013 and has longstanding involvement with affiliated entities including NW Insurance Agency LLC, where he sells life, disability, and long-term care insurance. Northwest Financial Advisors LLC offers investment management, financial planning, 529 plan management, and retirement plan consulting services to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven investment approach supported by an in-house Portfolio Analyst and monthly Investment Committee.

Jozsef Szadvari III is a financial advisor with Northwest Financial Advisors LLC based in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at PNC Investments and PNC Bank, where he worked for eight years. He is also involved with Northwest Financial Group LLC, a registered broker-dealer affiliated with his firm. Northwest Financial Advisors LLC provides discretionary and non-discretionary investment management, financial planning, 529 plan management, and retirement plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm manages approximately $1.92 billion in discretionary assets and employs a long-term, asset-allocation-driven approach supported by an in-house Portfolio Analyst and Investment Committee.