Experience

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

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

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

John has almost 40 years of industry experience providing investment management advice to high-net-worth individuals, families and businesses. During his tenure at Morgan Stanley, John served both institutional fixed income clients and individuals with assets in excess of $20 billion dollars. These services included portfolio management, securitization of mortgage loans and generation of customized agency issued debt investments. Prior to entering the investment advisory business in 1984, John worked as a tax accountant with Arthur Anderson in Cleveland, OH. He holds a B.A. in Accounting and Political Science from Ohio Wesleyan University. He resides in Annapolis, MD with his wife Caroline and enjoys spending time on the Chesapeake Bay.

CA Insurance License 0C95554

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

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

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.

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.

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.