Values Added Financial

Acie Clayborne is a financial advisor at Values Added Financial with a Series 65 credential and two years of industry experience. Prior to joining Values Added Financial, Clayborne worked at rebel Financial and held roles at Ohio University and Enterprise Holdings. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment approach emphasizes customized asset allocation and diversification, combining ongoing portfolio supervision with flexible service offerings including project-based engagements and educational presentations.

Ariel Weisbard is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at Values Added Financial since 2017 and maintains a law practice specializing in estate planning, nonprofit, and employment law. He also writes investment and financial articles on a freelance basis. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification, combining ongoing portfolio supervision with flexible engagement options including project-based work and educational presentations.

David Tenerelli is a CFP® professional with six years of industry experience. He has worked at Values Added Financial, LLC since 2025 and previously spent six years at Strategic Financial Planning, Inc. Before entering financial advising, he worked for nine years with the Frisco Independent School District. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, providing comprehensive financial planning and discretionary investment management. The firm offers flexible engagement formats including project-based and single-session consultations, with an investment approach centered on customized asset allocation and diversification.

Bridget Patel is a CFP® with six years of industry experience and has been with Values Added Financial since 2019. Prior to joining the firm, she worked for nine years at the Federal Reserve Board of Governors. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses, offering comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client risk tolerance and goals, combining ongoing portfolio supervision with flexible service formats including project-based engagements and educational seminars.

Ehijie Sado is a CFP® professional with four years of industry experience, currently serving at Values Added Financial. Prior to joining Values Added Financial, he worked at Ellevest, Advocacy Wealth Management, Ferrer and Associates, Greater Sum, and Glory International Group. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a client-centered investment process focused on customized asset allocation and diversification, offering flexible engagement options including project-based work and educational presentations.

Theadora Westlake Stearns is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Values Added Financial, where she has worked since 2025. Prior to this, she was with Northwest Asset Management and Purshe Kaplan Sterling Investments. Outside of advising, she has experience working at Cowen Park Grocery and McDaniel College. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small-to-mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes customized asset allocation and diversification aligned with client goals and offers flexible engagement formats including project-based and single-session consultations.

Zachary Teutsch is a financial advisor with Values Added Financial in Washington, DC, holding a Series 65 designation and eight years of industry experience. Prior to joining Values Added Financial in 2017, he worked at the Consumer Financial Protection Bureau from 2015 to 2017. He occasionally writes and teaches financial education and serves on the CNBC Advisor Council. Additionally, he is a senior advisor and finance chair for the Janeese for DC Mayor campaign. Values Added Financial serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and small- to mid-sized businesses with comprehensive financial planning and discretionary investment management. The firm’s client-centered investment process emphasizes customized asset allocation and diversification using mutual funds, ETFs, and fixed income, supported by ongoing supervision and flexible engagement options.