Experience

That inspires confidence

Envision Capitol Wealth Management is proud to announce that we have been named to the Forbes Best-in-State Wealth Management Teams list for 2023. This accolade speaks to our collaborative culture as well as our commitment to, together, helping clients achieve what is most important to them.

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. 

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Todd Nichols, CPWA

Managing Director–Wealth Management

Private Wealth Advisor, CPWA®

Todd Nichols has over two decades of experience developing comprehensive financial, estate, and wealth management plans for high net worth individuals and entrepreneurs. Todd earned the Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute and a certificate in Financial Planning from Rollins College. He is also a graduate of the United States Naval Academy where he earned a Bachelor of Science degree in Mathematics with an emphasis in Operations Analysis and Economics. While on active duty, Todd served as a Naval Supply Corps Officer.  Todd currently splits his time between our offices in Washington, DC and Palm Beach, Florida.

CA Insurance License 0H43720

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • United States Naval Academy, B.S. in Mathematics
  • Rollins College, Certificate in Financial Planning

Credentials

  • Private Wealth Advisor, CPWA®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Legacy planning
Alternative investments
Lending services
Securities-backed lending
Multi-generational families
Business owners
Entrepreneurs
1501 K Street North West
Suite 1100
Washington, DC 20005

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Robert Wright

Senior Vice President–Wealth Management

Senior Portfolio Manager

Robert Wright has over 30 years of experience providing investment consulting and portfolio management services to high net worth individuals and institutions. He started his career with Wachovia in 1989 and joined UBS in 2009. Rob has completed extensive training and Advanced Planning Techniques which has earned him the UBS Wealth Advisor designation. He has also completed training in portfolio construction and risk management techniques which has earned him a Senior Portfolio Manager Designation.  Robert received a Bachelor of Sciences degree in Business and Management from the University of Maryland. He currently resides in Potomac, Maryland with his wife Teres and has three daughters.

CA Insurance License 0H04465

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • University of Maryland, B.S. in Business and Management

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Custom portfolios
Asset allocation
Alternative investments
Corporate executives
1501 K Street North West
Suite 1100
Washington, DC 20005

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Patricia Van Kirk, CIMA, CPWA, CFP

Vice President–Wealth Management

Portfolio Manager

Patricia Van Kirk has nearly 25 years of experience providing wealth planning and portfolio management services to high net worth families and entrepreneurs. Patricia earned the Certified Private Wealth Advisor CPWA® designation from University of Chicago Booth School of Business, the Certified Investment Management Analyst CIMA® designation from The Wharton School, and the CFP® designation from the College of Financial Planning. She holds a B.B.A. in finance from the University of Iowa.  Patricia focuses on developing comprehensive financial plans and complex wealth and estate planning strategies. As a portfolio manager, Patricia oversees several investment strategies and is a strong advocate for sustainable and impact investing.  Patricia and her family currently reside in Washington, D.C.

CA Insurance License 0K33134

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • University of Iowa, B.B.A. in Finance

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Estate planning strategies
Legacy planning
Investing
Custom portfolios
Women investors
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me

Kevin Bruening, CFP

Financial Advisor

Kevin Bruening has over 15 years of experience providing investment consulting and financial planning services. Kevin works closely with Todd and Rob consulting with clients and assisting with the financial planning aspects of the group. Kevin earned his certificate in Financial Planning from Georgetown University and is a graduate of the University of Maryland where he received a Bachelor of Arts degree in Economic History. Kevin resides in Howard County, Maryland with his wife Tracey and daughter Elizabeth.

CA Insurance License 4203090

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Education

  • University of Maryland, B.A. in Economic History

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Legacy planning
Investing
Asset allocation
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me

Megan Kondos, AAMS

Financial Advisor

Megan has over 10 years of experience in the financial services industry building client relationships grounded in individualized service and trust.  As a Financial Advisor, she joins Envision Capitol Wealth Management in helping to serve affluent individuals and families—and ensuring that the team is poised to do so for generations to come.  While she completes the firm’s rigorous Financial Advisor Development Program, she focuses on the team’s marketing, research and asset allocation process, wealth management reporting, and client education.  Megan holds a B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. She and her husband reside in Garrett Park, Maryland with their son and daughter. In her spare time, Megan enjoys skiing, swimming, and exploring local hiking trails with her family.   

CA Insurance License 4199654

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV

Education

  • University of North Carolina at Chapel Hill, B.A. in Economics and Political Science
1501 K Street North West
Suite 1100
Washington, DC 20005

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Venetta Macaluso

Team Administrator

Venetta Macaluso is the lead client service associate on the team and has over 20 years of industry experience. As the Team Administrator, she oversees the team's operations and manages all aspects of our clients' service needs. Venetta received a Bachelor of Arts degree from Canisius College. She resides in Gainesville, Virginia with her husband Emanuel.

Registered States:
  • DC
  • FL
  • MD
  • VA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
1501 K Street North West
Suite 1100
Washington, DC 20005

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Chad Lemko

Senior Wealth Strategy Associate

Chad Lemko has over 20 years of experience in the financial services industry helping advisors harness new industry technology for growth and efficiency.  As a Senior Wealth Strategy Associate, he focuses on helping Envision Capitol to enhance our operations, build client proposals and financial planning reports, and analyze research for the team’s investment solutions.  Chad received a Bachelors of Arts in Economics from the University of Maryland at College Park. He currently resides in Arlington, VA with his wife, Kelly, and they enjoy traveling.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WV

Education

  • University of Maryland, B.A. in Economics
1501 K Street North West
Suite 1100
Washington, DC 20005

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Isabelle Greenberg

Client Associate

Isabelle Greenberg is our Client Service Associate responsible for managing team operations and clients’ day-to-day service needs. She joins UBS from The Motley Fool, where she used her communication skills to address members' investing needs as well as resolve technical and account matters. Isabelle graduated from American University with a Bachelor of Arts degree in Public Relations & Strategic Communications and is currently studying for her Series 7 Securities License. She resides in Washington, DC and enjoys going to the Dupont Farmer’s Market in her spare time.

Education

  • American University, B.A. in Public Relations & Strategic Communications
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me