- Wheelchair accessible elevator
- Wheelchair accessible entrance
- Wheelchair accessible restroom
- LGBTQ friendly
- Service options
- Online appointments
- Onsite Services
- Covid-19: Check our service and safety guidelines As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.Protect Yourself and Others from COVID-19
- Stay home if you are sick with a cough, shortness of breath, difﬁculty breathing, fever or chills or if you are currently under quarantine or isolation.
- Stay 6 feet away from other customers and staff as much as possible.
- Wear a face covering over your nose and mouth while you are here.
- Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
John P. Keenan
John's commitment to the government contractor marketplace is demonstrated by his industry involvement. He was recently appointed to the GovConNet Council at the Montgomery County Chamber of Commerce. He is a member at the Small and Emerging Contractors Advisory Forum (SECAF) and participates on the Legislative & Regulatory Committee. He also co-hosts regular educational events with government contractor practice groups at local accounting, legal and M&A firms. Additionally, John is a sought after speaker with organizations that foster corporate growth. John has served the Board of SHAH, the organization to preserve the Lee Mansion in Arlington Cemetery, and is also involved with SOAR!, a Catholic organization serving aging sisters, brothers and priests. John lives in Bethesda with his wife and two sons.
John received his Bachelor of Arts from the University of Maryland, College Park and is a proud supporter of his alma mater, Georgetown Prep.
Thomas C. West
Tom has been in the investment management and insurance business for over 25 years and was honored as a 2017 Signator/John Hancock Hall of Fame inductee*. Tom has been interviewed by periodicals such as the Wall Street Journal, Washington Post, Investment News, and New York Times which profiled his practice in 2013. He has also been published multiple times in peer-reviewed professional journals on best wealth management practices involving seniors facing health-related dependency. Tom is the creator of Lifecare Affordability Plan® a proprietary healthcare and financial planning offering from SEIA. Tom regularly educates financial professionals, attorneys, tax professionals, and geriatric care managers on the most appropriate financial planning techniques for families facing long-term care decisions.
Tom's community service in aging services has stretched for decades as well. Tom currently serves on the board of the Jewish Council for the Aging and is the Vice-Chair of the Board of Goodwin House Inc. He previously served in leadership positions on the boards of Insight Memory Care Center and the National Capital Alzheimer's Association. Tom lives in Falls Church, Virginia, along with his spouse.
Tom received his Bachelor of Arts degree in Foreign Affairs from the University of Virginia in 1992. Additionally, in 1994, he received both a Master of Business Administration, Finance, and Master of Public and International Affairs from the University of Pittsburgh. Tom earned a Chartered Financial Consultant® (ChFC®) certification from The American College in 2000. He has been a Chartered Life Underwriter® (CLU®) since 2002. In 2011, Tom earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. He is also a licensed insurance agent (VA Ins. License #575925).
*The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the Achieving Client Excellence award 15 times. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
David L. Johnson
David’s expertise in Asset Management, Retirement Distribution Methods and Estate Protection Strategies makes him a sought-after guest speaker at industry conferences, government agency and public service organization events. Recent interviews include CNBC, Investment News and RIA Channel.
David proudly achieved his Eagle Scout Award and continues to demonstrate those values of service and leadership through involvement with various charities supporting youth and education. His newest passion is serving as a founding member of the George Mason University Financial Planning and Wealth Management advisory board where he was also recognized in 2020 as a Prominent Patriot.
A native of Northern Virginia, David received his Bachelor of Science degree in Finance from George Mason University. Subsequently, he completed the George Washington University Financial Planning program and became certified by the Certified Financial Planner Board of Standards in 2001.
He resides in Vienna, Virginia with his wife and son. Additionally, he loves the outdoors and enjoys international travel, high-altitude mountain climbing and running.
Client Services Director
Arvette's deep commitment to civic engagement and local issues was established as a youth while visiting residents at Goodwin House in her hometown of Alexandria, Virginia. Arvette currently serves on the boards of the Insight Memory Care Center and Senior Services of Alexandria, and is an active member of Jack and Jill of America, Inc. Arvette lives with her spouse, son, and daughter in Burke, Virginia.
Arvette earned a Bachelor of Applied Science degree in Electrical and Electronics Engineering from the University of Virginia in 1992. In addition, she holds a Series 65 securities license since 2020.
During his free time, Kyle enjoys both playing and following sports as well as working on cars. He currently resides in Arlington, VA with his wife and son.
A native of Montgomery County, MD, Kyle earned his undergraduate degree from Towson University with a B.S. in Finance. In addition, Kyle earned his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 2013. Kyle holds the FINRA Series 6, 7, 63 and 65 professional securities licenses as well as life, health and variable insurance licenses.
Roles and Responsibilities
Client services for financial and wealth planning
Monitoring and servicing of investment accounts
Processing new accounts and serving as a direct contact for David's clients
Glenn has over 15 years of experience in financial planning and investment management. Before joining SEIA, Glenn was a Senior Wealth Manager at USAA where he managed the client relationships of the organization's DC area executives, board members, and high-profile members. Glenn lives in Fairfax, Virginia with his wife and two daughters. Outside of work, Glenn enjoys football, soccer, travel, and the Boston Red Sox
Glenn graduated from The George Washington University in 1994 with a Bachelor of Arts in Latin American Studies and Archaeology. Glenn earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2009, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He holds the Series 7, Series 66, and Life & Health Insurance licenses (VA Ins. License #570814). Glenn earned the Accredited Investment Fiduciary®(AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.
Robert is passionate about developing long-term client relationships and directing his clients to solid, strategic, financial, and investment options, enabling them to meet their current and future goals. He believes that financial guidance starts by getting a complete understanding of a client's situation now and planning for their ideal future. But just as importantly, Robert explains what to expect in the future and how best to prepare and cope when it happens. He takes pride in having real conversations about future possible outcomes for his clients and their families.
Robert has worked in the investment and financial planning industry for over 25 years, including 11 years with Charles Schwab as a Vice President, Financial Consultant. Robert currently resides in Silver Spring, Maryland along with his wife, son, and energetic dog. When not spending time with his family, he enjoys traveling, playing tennis, and cheering on all the DC-area sports teams.
Robert received his Bachelor of Business Administration degree in Finance and Bachelor of Arts degree in Economics from Southern Methodist University in 1995. In addition to having his Series 7, Series 63, Series 65, and Life & Health Insurance licenses, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014, after completing the certification education program at The American College of Financial Services®. In 2019, Robert earned the Accredited Investment Fiduciary® (AIF&®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility, and has been a Retirement Income Certified Professional®(RICP®) since 2016. He is also a licensed insurance agent (MD Ins. License #168802).
Andrew combined his financial advising practice with David Johnson's in January 2006 and their combined skills and experiences help to deliver client satisfaction with individualized, focused and creative solutions. Clients appreciate their experience in evaluating various components of wealth management including insurance, investments, cash flow analysis, retirement and multi-generational planning.
After a customized financial strategy is put into place, Andrew and David stay connected with their clients through quarterly reviews, ad hoc phone calls and meetings. Additionally, they work with their clients' other professional consultants (CPAs, attorneys, etc.....) to ensure everyone is working in accord with one main objective—to help clients achieve their goals.
During his free time, Andrew enjoys running marathons, traveling, and enhancing his culinary skills (albeit at a slow pace). Additionally, Andrew gives back to his community by serving as a board member of Child Centered Solutions as well as gives pro bono seminars and assistance with financial literacy organizations including the Tragedy Assistance Program for Survivors (TAPS). He currently resides in the Goose Hollow neighborhood of Portland, Ore., where he is helping to start the Goose Hollow Business Alliance.
Andrew graduated from Colgate University in Hamilton, New York where he was awarded honors and Phi Beta Kappa distinctions. He also obtained a coveted White House Internship within the National Economic Council. Andrew holds the FINRA Series 66 and 7 professional securities licenses, as well as life, health, long term care and variable insurance licenses.
- Client relationship manager helping clients with their Discretionary or Non–Discretionary accounts
- Comprehensive Financial Planning & Wealth Management
- Trading, monitoring, and servicing of investment accounts
- * VA Insurance License # 569099 Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
Gabriella is a Northern Virginia native and currently resides in Fairfax, VA. When not at work, she enjoys spending time with family and friends and exploring the outdoors with her dog.
Gabriella received her Bachelor of Business Administration in Finance from James Madison University in 2016. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020, after completing the certification education program through the College for Financial Planning® . Gabriella holds Series 7 and Series 66 securities licenses, as well as the Health, Life and Annuities License (VA Ins. License #1057735).
Previously, Levene worked at Morgan Stanley as an associate financial advisor and at Stone Street Capital as an account executive. Her volunteer experiences include teaching English, grant writing, and educational outreach at the Bradley Free Clinic and the Japan-America Society of Washington, DC. Levene lives in Maryland.
Levene received her Bachelor of Arts degree in Psychology from Hollins University in 2017. Levene holds securities licenses 7 and 66. She is currently studying for her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after completing the certification education program at The American College of Financial Services®. Levene is also working toward her Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360.
Digital Marketing Strategist
Jennifer is a marketing and communications professional with over 20 years of experience working for mission-driven organizations. Previously she worked in international education, market research, and business development at universities, non-profits, and associations. Jennifer lives in Fairfax, Virginia with her children.
Jennifer received a Bachelor of Arts in International Affairs and Communications from The George Washington University in 1994. She completed her Masters in International and Intercultural Management from the School for International Training in 1999.
Client Service Administrator
Jill Fletcher, CFP® , AIF® is a Client Services Administrator in SEIA's Virginia office and works with Tom West in the practice's Financial Planning and Investment Management services. Jill is dedicated to financial planning engagement, retirement planning, model creation, trading, and rebalancing.
Previously, Jill had 7 years of experience working at Clearbrook Advisory Services where she was responsible for client financial plans and investment management. Prior to Clearbrook she worked as a patient financial services representative at UNC Health Care and interned at Wells Fargo Advisors during college. Jill lives in Virginia with her husband and two children. Outside of work, Jill enjoys tennis, hiking, camping with family, and traveling.
Jill graduated from the University of North Carolina Wilmington in 2010 with a Bachelor of Science in Business Administration and a concentration in Finance. Jill earned her CERTIFIED FINANCIAL PLANNER™ (CFP® ) certification in 2014, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc at North Carolina State University. Jill earned the Accredited Investment Fiduciary® (AIF® ) professional designation in 2014 from Fiduciary360, receiving formal training in investment fiduciary responsibility. She holds the Life & Fixed Annuities, Accident and Health Insurance licenses (VA Insurance License #1023938).
Investment ManagementOffering Strategic, Tactical & Dynamic Asset Allocation Strategies with ongoing monitoring and performance reporting
Comprehensive Financial PlanningProviding Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNER™ professional
Investment SolutionsAssessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions
Risk ManagementReviewing and implementing Life Insurance and Long-Term Care coverage for your estate
Tax PlanningCollaborating with your tax professionals to help provide Tax-Efficient Strategies.
Trust & Estate PlanningConsulting with attorneys to help protect and preserve your legacy through Trust and Estate Planning
Business Advisory ServicesWorking with business owners and ERISA fiduciaries to help design Company Retirement Plans, Employee Benefits and Transition Planning
Wealth CounselingProviding counsel to families, couples and partners to help bring continuity to future generations.
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