Patrick Carroll, CFP®
Principal
 As the founder of Wealth Strategies Group, and creator of The Lifestyle Protector ProcessTM, Patrick Carroll helps his clients protect and grow their wealth so they can enjoy life to the fullest. One of the country's leading financial planners, Patrick has worked with hundreds of families and individuals over the past two decades. He is guided by the belief that financial planning is about people and relationships, not about money and financial products. Patrick is an investment advisor and Certified Financial Planner TM (CFP®). He is an Investment Advisor Representative with National Planning Corporation, registered with the SEC; a licensed Certified Financial Planner™, and a Registered Principal with National Planning Corporation, a member of the FINRA/SIPC.
A resident of Maryland since 1980, Patrick is married and has two daughters. He earned his Certified Financial PlannerTM designation in 1988. In 1997, Patrick earned a Master's degree in Financial Services from the America College. He is also a Certified Renaissance Advisor in Charitable Remainder Trusts. Patrick is also the creator of The Dynamic Advisor's NetworkTM, which provides his clients with an integrated and comprehensive team of professional advisors. "By working together with some of the best specialists in the country, I am able to provide my clients with a complete range of services, while focusing on my unique ability as a coach, educator, and trusted advisor."
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Sean McCarron
Director of Business Services
 Sean McCarron oversees the service department for Obsidian Business Solutions LLC and Wealth Strategies Group Inc. With over 25 years of experience in the investment and insurance industry, Sean provides his experience assisting Registered Representatives in guiding businesses as well as individuals to help find strategies for their needs.
Sean holds FINRA securities licenses for Maryland, Virginia and DC and insurance licenses in the state of Maryland. He attended the University of New Haven and George Washington University. He enjoys golfing and fishing and assisting with his children’s sports teams.
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Julie Carroll
Operations Director
 Julie earned a Masters Degree at the University of Maryland. She managed the budget and staff at three nature centers in the MNCPPC Parks Department in Montgomery County until she retired in 2002. Now Julie is responsible for the office and administration of Wealth Strategies Group. She has worked here since 2003 managing the back office functions. One of her favorite responsibilities is planning the special events that clients can take advantage of throughout the year. She loves to travel with her family and while at home loves to garden and work on her many hobbies.
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Patti Copley
Director of First Impressions
 Patti works as the Director of First Impressions in the Wealth Strategies Group office. In 1984 she earned her Bachelor of Science Degree in Marketing with a minor in Economics. Patti is responsible for greeting all clients and making their appointments as pleasant and comfortable as possible. In addition, her duties include maintaining logs and clerical work for the office. Patti has been employed with Wealth Strategies Group since the fall of 2004. She is very active at her children’s school and her interests include sports and book clubs. |
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Cecelia Kirchman
Marketing Director
 Cecelia received her Bachelor of Science degree in Communications and Marketing from West Virginia University. She worked as an independent consultant with several trade associations assisting them with their marketing and advertising programs. She brought her experience and knowledge to Wealth Strategies Group in 2004. Cecelia generates new business through marketing efforts and coordinates our seminars, advertising, and client events. She is an avid gardener and is active with her church, the local SPCA, and has been a foster parent for over 16 years. She is also a member of the board of directors for the Wags for Hope program. |
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Pamela Flick
Planning Director
 Pam received her Bachelor of Science degree in Business Administration/Marketing from Indiana University of Pennsylvania in 1984. She then earned her MBA in Finance and Investments at George Washington University in 1992 while working in the business insurance industry. She has worked with Patrick since 1997. Pam worked first as the Marketing Manager and currently works with clients doing trades, financial analysis and service work. She loves to read, and often volunteers at her church and for the PTA at the school that her children attend. She has also worked on several charity events including the Avon Walk for Breast Cancer and the American Cancer Society’s Relay For Life. |
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Uri Nurko
Investment Executive
 Uri Nurko joined the planning team in 2009 after graduating from the University of Maryland, where he majored in Finance and Marketing. Uri enjoys researching stock and investment information and assists the planning team with client reviews, portfolio rebalancing, investment recommendations and formulating complicated excel spreadsheets. He recently passed Level I of the Chartered Financial Analyst Examination and is currently a CFA Levell II Candidate. He holds NASD securities licenses in D.C. and Virginia and insurance licenses in Maryland. Uri is fluent in Spanish and knowledgeable in Hebrew. He is originally from Boston and now lives in Washington, D.C. Outside of work, he enjoys playing soccer and softball and is an avid Red Sox, Patriots and Terps fan. |
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John Salamone
Business Planner
 John is the newest member of our team. John joined the planning team May of 2010. He graduated from Virginia Polytechnic Institute and State University in Blacksburg, Virginia majoring in Finance and Global Business. He also participated in the Virginia Tech Finance Study Abroad Program in Riva San Vitale, Switzerland. John grew up in Potomac Falls, Virginia but has recently moved to Chevy Chase, Maryland. As an Eagle Scout, he volunteers with local scout troops. He also volunteers with the Big Brothers, Big Sisters organization and Relay for Life. In his spare time, he enjoys playing basketball and working on property management projects. |
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David Shober
Senior Investment Executive
With over seven years of experience in the financial industry, David joined Wealth Strategies Group in 2006. David’s primary focus is assisting our credit union members with their financial and insurance needs. David has been licensed with FINRA since 2001, and is a licensed insurance agent. As a lifelong resident of Maryland, David is an avid S.C. U.B.A. diver and along with his brother has dived some of the most beautiful areas of the Caribbean. He currently lives in Germantown with his wife and son and enjoys golf and soccer.
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