Nathan J. Gendelman, MBA

President and Director of Investments

Nathan J. Gendelman has enjoyed helping clients build and maintain their financial security for the last 20 years. As president of The Family Firm, he also serves as director of investments and works with clients to find the financial and investing strategies that help them meet their financial – and life – goals.

Before joining the Family Firm, he worked with a variety of companies and organizations, including CIGNA, the Ohio Casualty Group, Israel Direct Insurance and the Export-Import Bank of the United States. He spent two years (1992 to 1994) serving in the Peace Corps, as a math teacher in Tanzania, where he also learned to coach and referee amateur basketball, all while coping with the lack of daily comforts we all take for granted at home.

 Nathan holds a bachelor of science degree in mathematics from Drexel University and an MBA from George Washington University. He lives with his wife, Caroline, in Northern Virginia. They love traveling, visiting family, and both stubbornly attempt the Rock N Roll Virginia Beach half-marathon every September.

Kate Fries, CFP®, CDFA®

Financial Advisor

As a financial advisor with The Family Firm, Kate Fries works with clients to set and achieve their financial goals. She is a CERTIFIED FINANCIAL PLANNER™ professional and has particular interest in cash flow and the impact of emotions on decisions and behaviors around money.

 After taking an Introduction to Financial Planning course in her senior year at The University of Texas, Kate was hooked.  She completed her Communication degree at UT and went on to earn a degree in Financial Planning from the University of Alabama.  Prior to joining The Family Firm, Kate was fortunate to connect with and work for a fee-only financial planning firm in Birmingham, AL.  Kate has now been happily serving clients at The Family Firm for over a decade.

Kate lives in San Diego with her partner Jeff, her son Wyatt, the one-eyed wonder pup Spot and one rambunctious cat.  Kate can often be found with her nose in a book, trying a new recipe in the kitchen, or playing with spreadsheets.

Stacy Bakri, CFP®, CDFA®

Financial Advisor

As a financial advisor with The Family Firm, Stacy helps her clients achieve financial security and plan for living the life they want to live. She has particular expertise and interest in providing financial counseling for people going through divorce. In addition to being a NAPFA-registered financial advisor and a CERTIFIED FINANCIAL PLANNER™, Stacy has received the designation of Certified Divorce Financial Analyst™ (CDFA™), and is a member of the Institute of Divorce Financial Analysts (IDFA) as well as the National Association of Personal Financial Advisors (NAPFA).

Within the firm, Stacy serves as a valued team leader and mentor; she leads the firm’s internal training program for paraplanners. Prior to joining The Family Firm, Stacy worked at Charles Schwab & Co. as an investment consultant, where she counseled clients on portfolio management and retirement planning issues. Before joining Schwab, she worked in the Middle East for an international exchange and development non-profit organization.

Stacy is a graduate of Penn State University. She lives in Maryland with her husband and two children. On the weekends, she enjoys watching football, biking with her family, and plotting the next travel adventure.

Donald P. Lord, CFP®, CPWA®

Financial Advisor

Donald P. Lord is a financial advisor with The Family Firm and is responsible for personal financial planning services for clients.

Mr. Lord pursued a profession in personal financial planning after a successful twenty-year career in the U.S. Air Force. There, he was a production superintendent managing more than 200 personnel in ten Air Force functional areas. Mr. Lord's prior experience includes working as a personal financial advisor for CUNA Mutual Life Insurance Company and American Express Financial Advisors.

Mr. Lord holds a Bachelor of Science degree in Business Management from Hampton University in Virginia Mr. Lord is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor ®.

Charles (Cam) Moore, CFP®

Financial Advisor

Cam Moore is a financial advisor with The Family Firm and provides comprehensive financial planning services for clients.

Cam began his career at The Family Firm in 2010 as a Paraplanner.  Prior to joining The Family Firm, Cam was a financial planning intern for a large insurance and financial services company that served the military and their families.

Cam is a graduate of Virginia Tech with a Bachelor of Science degree in Finance with a concentration in personal financial planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a NAPFA-registered financial advisor.

Originally from Chatham, VA, Cam now resides in Germantown, Maryland

Stephen Daly, CFP®, CIMA®

Financial Advisor

Steve Daly is a Financial Advisor and enjoys collaborating with clients to organize and simplify their financial lives as part of the firm’s financial planning team.

Prior to joining The Family Firm Steve was an international development professional supporting programs in the former Soviet Union at the NGO Eurasia Foundation.  He previously served as a Peace Corps volunteer in Pazardjik, Bulgaria and started his career in the US House of Representatives as a Legislative Assistant for Congressman Steve Horn.

Steve is a CERTIFIED FINANCIAL PLANNER (TM) and completed his Personal Financial Planning coursework at Georgetown University. He also holds the Certified Investment Management Analyst® designation and completed the coursework at the Wharton School at the University of Pennsylvania’s Aresty Institute of Executive Education.  He holds an MA in International Relations from KIMEP University in Almaty, Kazakhstan and a BA in Political Science from the University of Richmond.

Steve is an outdoor enthusiast and spends his free time running, hiking and backpacking.  He and his wife, Sarah, live Adams Morgan and share a passion for international travel.

Maria Camacho, CFP®

Portfolio Administrator and Paraplanner

Maria Camacho is a paraplanner and portfolio administrator with the firm. She enjoys the day-to-day administration of client portfolios and in particular, analyzing financial data.

Mrs. Camacho is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the National Association of Personal Advisors (NAPFA). She received a Bachelor of Information Systems Management from the University of Maryland Baltimore County.

In her spare time, Maria enjoys dining out and traveling with her husband and their two adult daughters. 

Ben Albright, CFP®

Paraplanner

Ben Albright is a paraplanner with the firm and enjoys working as part of the financial planning team delivering support and service to our clients.

Dr. Albright completed the Certified Financial Planning coursework and certificate program at the University of Virginia.  His experiences in the financial planning field include tax preparation and financial counseling for military members and their families.

Ben comes to the firm from a musical background.  He earned masters and doctoral degrees from the University of Michigan.  Ben is an active musician and member of “The President’s Own” United States Marine Band.  When he is not helping clients and teammates at the Firm, Ben can be found playing the trumpet at the White House or at events around the country.

Fenny Rusli

Front Desk and Portfolio Administrator

Fenny graduated with an Information Systems major from UMBC in 2003.

Prior to working at The Family Firm, she was a stay at home mom for 6 years.

When she's not at work, playing outside with her two little ones is what she enjoys most.