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Our Team

Bard’s focus has always been on understanding the academic and theoretical aspects of investment management and translating those into practical solutions; creating sophisticated but practical financial planning strategies for...

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Ben Seamans

Director of Financial Advice and Planning

703.916.8400

703.916.0645

At Aspect Partners, Ben holds the positions of Director of Financial Advice and Planning and Senior Financial Advisor. As Director of Financial Advice and Planning, he oversees our financial planning process from the initial client...

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Lea McCaw

Manager: Administration & Client Services

703.916.8400

703.916.0645

Lea enjoys building relationships with our clients while keeping the paperwork moving from proposal to execution and the office ticking over in a timely manner. Lea joined our team in 2002 and is now the administrative manager of our...

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Lindsey is responsible for trading client accounts and a wide variety of account maintenance activities. She specializes in dotting i’s and crossing t’s to ensure that every last detail is wrapped up and perfect. Lindsey...

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Tyler is responsible for helping manage our clients’ portfolios. He oversees all of our client accounts to ensure they are consistent with their desired strategy, taking into account the portfolio allocation and tax impact. As...

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Alex Rowe

Customer Service Associate

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703.916.0645

Alex received her degree in Finance from Virginia Tech in 2022 and is hoping to pass her Series 7 and 66 exams in upcoming months. In her free time she likes to hike with her two rescue dogs, bake new creations, and do DIY home projects.

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Jack Shanley

Financial Planning and Portfolio Management Associate

703.916.8400

703.916.0645

Jack is responsible for supporting the investment team and the financial planning team in a wide variety of ways. While Jack does many different tasks for both teams, he specializes in creating and putting together client investment...

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Karin Coburn

Administrative Assistant

703.916.8400

703.916.0645

Karin came to us after 25 years in the classroom. Her experience in teaching has benefited her role as Administrative Assistant: her organization skills and scheduling experience keep the office running smoothly. As the first point of...

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