Broker Check

Featured Spotlight: Philip Charlemagne

Philip believes that a great client experience is at the core of First Financial Group’s success, and he is passionate about taking the time to educate his clients for a better financial tomorrow––their interests are his top priority. Philip takes time to actively listen, to gain a full understanding of a client’s objectives, so that he may steward them toward making sound financial decisions to reach their goals and aspirations.

SPOTLIGHT SERIES VIDEO CATALOG

Philip Charlemagne

Posted November 13, 2021

Philip finds his professional passion by helping others
discover the truly wealthy lives that they never thought possible.
“… People all have the same sorts of things that keep them up at night,
but they may express that sort of angst, or stress, in a very different way,
he explains. “Being able to take the time to understand where they’re
coming from [is] to help them deal with one of the most intimate things
in their lives, and that’s their finances.” A Long Island, NY native, Philip has lived
several foreign countries, and studied both in Atlanta and here in Washington,
DC, earning a graduate degree from Johns Hopkins School of Advanced
International Studies.

Financial Representative
Phone: 516.860.9567
Fax: 301.907.0779
Visit Philip's Webpage

Jake Caldwell

Posted November 5, 2021

Jake offers holistic financial strategies for individuals and families.
He's passionate about his work because he knows that aligning
your resources with your values and goals is going to bring you peace
and empower you to pursue your best life, knowing that your family
and your future are secure.

Life, Health, and Annuities Agent
240.235.1394
jake.caldwell@ffgadvisors.com
Visit Jake's Webpage

Rob Hawley, LT, USN(Ret)

Posted October 21, 2021

Rob works with individuals and families in the areas of financial
strategies, life and disability insurance, risk management, and
retirement income strategies. He educates clients on the financial
threats they face that can prevent achieving their current and future
goals or could derail their financial life. He also helps clients optimize
their wealth building potential with balance and diversification.
Each client is unique to Rob, so his personal approach helps identify
and implement solutions based on their specific situation.

Financial Representative
757.387.3537
rob.hawley@ffgadvisors.com
Visit Rob's Webpage

Kate Reilly, CLU®, ChFC®, RICP®

Posted September 9, 2021

Kate Reilly is a Financial Advisor with over thirty-two years of experience.
As a child, Kate remembers tagging along with her father on industry
conventions all over the world, and eventually helping him in his
financial practice. What she realized was that he was helping people
live better lives, and it was her admiration for him and determination
to follow in his footsteps that brought her to her own
career in financial services.

Financial Representative, Registered Representative,
Financial Advisor
240.235.1323
kate.reilly@ffgadvisors.com
Visit Kate's Webpage

Mo Rowe

Posted August 24, 2021

With over twenty-nine years' experience in helping his clients
live their best financial lives, Mo’s philosophy is simple. He teaches
his clients how to maximize their financial confidence and move
towards their ultimate goal of financial independence.

Financial Representative, Registered Representative,
Financial Advisor 
240.235.1324
mo.rowe@ffgadvisors.com
Visit Mo's Webpage

Laura Hearn

Posted August 5, 2021

Laura is a lifelong member of the military community and a
staunch advocate of financial empowerment for women.
She has been a valued Financial Specialist at FFG for
two years now, and in her Spotlight video, she tells us
a bit about why she loves working in financial services.

Financial Specialist
757.589.8316
laura.hearn@ffgadvisors.com
Visit Laura's Webpage

Patrick McNamara

Posted June 4, 2021

Following military service, Patrick joined FFG through our VETSTEPS
program. He is thrilled to have found a place at FFG with like-minded
people who are looking to help others through financial planning.


Financial Representative
701.610.3170 
patrick.mcnamara@ffgadvisors.com
Visit Patrick's Webpage

Alyssa Evering

Posted April 14, 2021

Alyssa Evering is dedicated to helping individuals and families create and implement a financial strategy built around their unique goals and needs,
designed to maximize their wealth and provide protection against
unpredictable risks.

Financial Representative
443.528.6435
alyssa.evering@ffgadvisors.com
Visit Alyssa's Webpage