Our Team

Frank Armstrong, III.

CFP^®, AIFA^®

CEO/Founder

Best selling author and industry and Air Force veteran Frank Armstrong founded Investor Solutions, Inc. in 1993, with a clear vision: to provide unbiased, leading edge investment advice that would help to make the markets work for his clients, never the reverse.

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Richard J. Feldman

CFP^®, AIF^®, MBA

Managing Partner/Senior Financial Advisor

As acting Managing Partner and Senior Financial Advisor, Richard draws upon his years of experience in crafting custom investment portfolios and his work as a Series 63 securities agent to strategically advice our clients on how to reach their goals.

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Robert J. Gordon

MBA, CFP^®, CRPS^®, AIFA^®

Senior Financial Advisor

A graduate of the Darden Graduate School of Business Administration, University of Virginia, Robert’s educational accomplishments are only surpassed by his tactical investment strategies, including a skilled focus on 401(k) plan development.

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A. Jason Whitby

CFP^®, CFA, AIFA^®, MBA

Senior Financial Advisor

Member of the CFA Institute, Jason’s substantive experience in portfolio construction and financial planning have made him a frequent contributor to The Wall Street Journal, CNBC’s For Your Money, and many more financial media outlets.

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John J. Pitlosh

CFP^®, CPWA^®, MST

Financial Advisor

John brings a wealth of experience and knowledge to his role as resident designer of highly integrated financial plans – custom-tailoring solutions to manage the cycle of wealth (accumulation, preservation, and distribution) for high net-worth clientele.

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Jeremy Carpenter

MBA

Financial Advisor

A former Market Specialist at E*Trade, Jeremy brings a fresh eye to our skilled team of advisors at Investor Solutions. Jeremy is a regular contributor to financial media outlets like Yahoo! Finance and Fox Business News.

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Brett Fingerhut

MBA

Financial Advisor

Brett brings an expertise in succession planning and portfolio trading, monitoring, and rebalancing to our team at Investor Solutions. A former Financial Analyst, Brett has a keen eye for numbers, a talent that he brings to every client’s portfolio.

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David Seiglie

Operations Manager/CCO

Drawing from over 20 years experience in financial management, David leads our efforts in all aspects of our client operations. David ensures the accuracy and timely delivery of client reports and maintains company policies and procedures.

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Maggie Boone

Office Management

Maggie keeps our office going. As Office Manager she leads our marketing, public relations, website development, human resources, and charity efforts, as well as handling support for our investment advisors and front-end client services.

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Josh Meyer

CFP^®

CTO

As Chief Technology Officer, Josh is our lead in all matters technological. While monitoring our strategic technology initiatives, trading platforms, and all other forms of relevant tech, Josh is also a CFP, providing portfolio management and financial planning services.

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Jennifer Gonzalez

Client Service Associate

Dedicated to providing exemplary service, Jennifer performs front-end daily operations, client services and acts as support to our team of skilled investment advisors. Jennifer also serves as liaison between our clients and their designated institutional custodians.

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Paul Fernandez

CRPS^®

Client Service Associate

Paul is Chartered Retirement Planning Counselor, as well as client services associate. Along with his operational responsibilities, Paul handles the trading, preparation, and submission of IRA distributions, while also providing support for our team of advisors.

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