Jim Goldberg is the Agency Supervisory Officer and monitors compliance for Asset Management Group.  He helps ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.

Jim has over 16 years of experience in Financial Services, is a licensed agent and registered principal, has passed the Series 4, 7, 24, 53 and 63 exams, and has insurance and FINRA registrations in Virginia, Washington, D.C., Maryland and Pennsylvania.

He is a graduate of the United States Military Academy in West Point, New York, and earned his MBA from Monmouth University in New Jersey.  Jim and his wife Cindy are both retired Lieutenant Colonels.  They have three grown children and reside in Olney, Maryland. 

Yong (Danny) Lee recently joined Asset Management Group as a Sales Manager.  He has spent over 7 years in the industry with Woodmen as an Agent and Area Manager, and most recently, with New York Life as a Partner. 

                Danny holds both an undergraduate and graduate degree in Chemical Engineering from a university in South Korea, and a Diploma of Graduates from the Bible College of New Zealand. 

                Danny holds his insurance license, as well as FINRA Series 6 – Investment products and Variable Contracts, Series 7 - General Securities Representative and Series 63 - Uniform Securities State Law registrations.  

                Danny enjoys his membership with NAIFA - National Association of Insurance and Financial Advisors, as well as being a Cell Leader of Light Global Mission Church located in Fairfax, Virginia. 

Danny Lee is a registered representative of and offers securities through MML Investors Services, LLC., member SIPC. Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, Virginia, 22033. Tel. 703-273-1002.

Fernando Escaffi joined Asset Management Group (AMG) over 10 years ago as financial professional.  Originally from Lima, Peru, Fernando has lived in the US for over 20 years. He established a money transfer business and began building a clientele. His business expanded into a travel agency, an income tax preparation firm and finally real estate before joining the financial services industry with AMG.

While with Guardian Life Insurance Company as a producer, Fernando earned many high honors including Financial Representative of the Year, Life Agent of the Year, Leader’s Club and Million Dollar Round Table.

Fernando has three children. Fernando Jr is currently finishing his graduate degree, Seham, who has joined him in the business as a financial professional, and three year old Michael. He and his wife Ana live in Fairfax, Virginia.         

Frank began his insurance career in 1978 in Dallas, TX. He was a club qualifier the first year in the business writing over 100 lives. After 2 years in personal production, Frank was asked to move into management to train and develop new agents requiring a relocation to Colorado. He spent 4 years in Denver, building a top-producing agency from scratch.

After some management changes to an agency in Maryland, Frank was asked to transfer back and help run the agency. A large number of the agents he trained are still in the insurance industry, some of them with successful careers at Massachusetts Mutual Life Insurance Company (MassMutual).

Frank has been asked by MassMutual to be a speaker at several events including Rising Leaders. Frank is still active in personal production and after 30 years in the business is still having fun.

Frank Loys is a registered representative of and offers securities through MML Investors Services, LLC., member SIPC. Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, Virginia, 22033. Tel. 703-273-1002.

Larry Whiteside, Asset Management Group’s Brokerage Director, has been in the financial services industry for over 24 years, spending the last 15 years focused on the senior market. 

            Larry has a passion for Long Term Care and has conducted several hundred seminars on the topic for the government and major companies nationwide. 

            He has insurance licenses in Virginia, Maryland, and Washington D.C. and holds a FINRA Series 6 registration.  Additionally, Larry is a certified CE instructor in Virginia. 

If you’re interested in becoming a broker with Asset Management Group, please visit the Career Opportunity section of the Website or contact Larry directly at LWhiteside@FinancialGuide.com.

Larry Whiteside is a registered representative of and offers securities through MML Investors Services, LLC., member SIPC.  Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, Virginia, 22033.  Tel. 703-273-1002.

Julia Seroskie has been in the financial services industry for the past 5 years, joining Asset Management Group as the Vice President of Investments and Director of Financial Planning. She focuses on comprehensive financial planning and retirement planning. Additionally, Julia is responsible for helping agency representatives construct client portfolios, giving advice on investments, training the representatives on security products, and helping grow the agency, specifically with security registered representatives.

Sarah Shildneck recently joined Asset Management Group as the Recruiting and Marketing Director.  Her duties include all recruiting programs for the agency as well as branding and marketing initiatives for individual producers.  Her prior experience includes marketing and communications at a boutique market research firm and new home sales.  She earned her Bachelor’s degree from Virginia Tech.

Sarah enjoys networking at the Dulles Regional Chamber of Commerce, playing and coaching field hockey for the Loudoun Field Hockey Association and playing on a recreational soccer league in Dulles.  She and her husband Brian live in Fairfax, VA.

If you’re interested in a career opportunity with Asset Management Group, please visit the Career Opportunity section of the Website or contact Sarah directly at SShildneck@FinancialGuide.com.