Broker Check

6116 Rolling Road
Suite 114
Springfield, VA 22152

Englert Financial

(703) 451-8890

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
George Englert has been involved in the financial industry since 1976. A Certified Public Accountant, Certified Financial Planner and Certified Senior Advisor, he conducts his practice in Springfield, Virginia. Earlier in his career he...

Read more

Kevin joined the team full-time for the 2011 tax season after preparing tax returns on a part-time basis in previous years. He earned his Bachelor's degree in Accounting from James Madison University. Kevin spent four years in the...

Read more

Carrie joined our team in 2016. Carrie works with clients to establish new accounts, manage portfolios, and execute strategic wealth management based on their goals. She is hard-working and dedicated to clients. 

Read more

Terry has been with our firm since 2008. Originally from Pennsylvania, she graduated summa cum laude in accounting from Alvernia University and has worked in public accounting in Pennsylvania and DC. Additionally, Terry was the state...

Read more

Elyssa joined the firm in 2024 as a client service representative.  She assists the firm with client communications and administration.

Read more

Theresa handles client services for the firm and provides administrative support for our clients. She has been with the firm since 1976 in which she has acted in many different capacities. Theresa's most recent work experience outside...

Read more