OLIO Financial Planning

Brian Talbott is a CFP® with 23 years of industry experience. He is currently with OLIO Financial Planning, where he has worked for five years, and previously spent 18 years at THE Vanguard Group. Talbott owns Talbott Bookkeeping Services, which provides general bookkeeping and financial organization services. OLIO Financial Planning serves individual clients across various wealth segments, retirement plans, nonprofits, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management, employing a buy-and-hold core-and-satellite investment approach using ETFs, mutual funds, and selected securities.

Michael Hughes is a CFP® with four years of experience at OLIO Financial Planning. Prior to joining OLIO in 2022, he worked at Viacom for three years. Outside of financial advising, Hughes operates Hartwell Studios, a home-based music and entertainment business where he works as a sole proprietor, producer, audio engineer, and freelance musician. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning and investment management using a buy-and-hold, core-and-satellite approach, and utilizes project-based and fixed fees rather than traditional asset-based charges.

John Lienert is a CFP® at OLIO Financial Planning in McLean, VA, with approximately one year of industry experience. Prior to joining OLIO, he spent three years at SignatureFD and has held positions in diverse fields including healthcare and education. OLIO Financial Planning serves individual clients across a broad range of wealth levels, as well as retirement plans, nonprofits, and corporations, managing about $600 million. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement a primarily buy-and-hold investment approach and offers comprehensive financial planning and portfolio management with a distinctive fee structure that includes project-based and hourly fees rather than traditional asset-based fees.

Rebecca Lees is a CFP® and Series 65-licensed advisor at OLIO Financial Planning with two years of industry experience. Prior to joining OLIO, she owned Purpose Financial Coaching, providing financial education, content creation, and budgeting support. She previously worked at Core Planning and Northrop Grumman. OLIO Financial Planning serves individual clients across a range of net worth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a buy-and-hold, core-and-satellite investment approach with ETFs, mutual funds, and selected securities.

Andrew Miller is a CFP® and Series 65-registered advisor with 16 years of industry experience. He has been with OLIO Financial Planning since 2015. OLIO Financial Planning serves a diverse client base including both non-high-net-worth and high-net-worth individuals, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm employs a comprehensive financial planning and investment approach that integrates fundamental, technical, charting, and cyclical analysis, typically using a buy-and-hold, core-and-satellite strategy with ETFs, mutual funds, and select individual securities.

Brae Beggs is a Series 65 licensed financial advisor with seven years of industry experience, currently with OLIO Financial Planning. Prior to joining OLIO, he worked at DeFrate & Paavola, LLC for five years. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients across wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold approach with ETFs, mutual funds, and select securities, and employs project-based and fixed fee structures.

Amy Moore is a CFP® professional with five years of industry experience. She joined OLIO Financial Planning in 2020 after six years with Edward Jones. Amy is part of an 11-advisor team based in McLean, VA. OLIO Financial Planning serves individual clients, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm combines fundamental, technical, charting, and cyclical analysis to implement a buy-and-hold, core-and-satellite investment approach and offers financial planning, portfolio management, retirement-plan advisory, business consultation, and educational workshops.

Sarah Racek is a CFP® certificant with three years of experience in financial planning. She has been with OLIO Financial Planning since 2022. Prior to entering the financial services industry, she worked in athletics and the food industry and was affiliated with Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a blend of fundamental and technical analysis and a buy-and-hold investment approach, with fee structures based on project, fixed, hourly, or recurring arrangements rather than assets under management.

Rachel Potters is a financial advisor at OLIO Financial Planning in Blacksburg, VA, holding a Series 65 credential with four years of industry experience. She has been with OLIO Financial Planning since 2021 and previously worked at Virginia Polytechnic Institute and State University for seven years. OLIO Financial Planning serves a diverse client base including individual investors, retirement plans, charitable organizations, and corporations, managing approximately $600 million across several hundred client relationships. The firm offers comprehensive financial planning, investment consultation, and portfolio management, employing a buy-and-hold, core-and-satellite investment approach that incorporates fundamental and technical analysis.

Spencer Werres is a CFP® with six years of industry experience, currently serving at OLIO Financial Planning. His prior experience includes roles at Edward Jones and Silver Creek Orchards, as well as time at Virginia Tech. OLIO Financial Planning manages approximately $600 million across several hundred client relationships, serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a buy-and-hold, core-and-satellite investment approach incorporating fundamental, technical, charting, and cyclical analysis, and offers financial planning through broad-based or modular engagements.

Amanda Ansell is a CFP® professional with eight years of industry experience. She has worked at OLIO Financial Planning since 2018 and previously held positions at Verus Financial Partners and Cornerstone Wealth Advisors. OLIO Financial Planning serves individual clients across non-high-net-worth and high-net-worth segments, retirement plans, charitable organizations, and corporations, managing roughly $600 million. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold, core-and-satellite investment approach with an emphasis on ETFs, mutual funds, and select individual securities.

Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 designation and four years of industry experience. Prior to joining OLIO, Ryan worked at Egan, Berger, & Weiner, LLC and has held roles related to event services and administrative support at Virginia Tech. OLIO Financial Planning serves individual clients across a range of wealth levels, as well as retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and investment consultation using a buy-and-hold, core-and-satellite approach, and employs a fee structure based on project, fixed, hourly, or recurring fees rather than traditional asset-based fees.