Your Valuable Team at the Helm

At Chain Bridge Financial Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Greg Clough, AIF

greg@chainbridgefn.com

Q: What was your life growing up?

A: Grew up on the border of McLean & Arlington, youngest of six kids with four older brothers and one sister. Great Mother who shuttled the kids to all their activities while Father was a busy small business owner as an Architect/Home Builder. Very competitive family, had to be involved in a sport every season. Lots of great memories going to Chesterbrook Pool, becoming life guard and then Assistant Manager, following the same steps as all five older siblings. Early success in the pool had me swimming year-round from ages six to 15. Other stand out memories I remember are from the different sports teams I participated in, including McLean Little League, McLean Youth Football, and McLean High School Football & Lacrosse. I chose Mount Saint Mary’s for college, partly to further my lacrosse career, which was filled unfortunately with injuries, but a great learning experience. I was lucky to meet my spouse, Renee, in college and move back close to where I grew up.

Q: What are you passionate about?

A: Sports, of course! Also, being there for my family, friends, and clients. Having people trust you to help guide them for their financial future is a special connection and I take that responsibility seriously.

Q: Are you involved in the community?

Past Membership Committee member for several years at Washington Golf & Country Club, Arlington, VA
Over 20 year Member and former President of Optimist Club of Arlington

Q: Why are you in this business?

A: This business is all about being there for your clients and being a resource to them. I love the enduring relationships, the variety in the people I meet, and listening to everyone tell their own story. Also, the financial world is constantly changing, and you have to commit to making continuing education a part of your practice. I enjoy the constant learning, it’s endless.

Q: Hardest part of job?

A: Easy, all the paperwork! But, part of the job.

Q: Where do you see the industry going & how are you adapting?

A: Technology is playing a big part in the industry, both from a practice management sense and in the personal planning, in general. The team is meeting on a weekly basis to discuss how we can better use technology. We have implemented an online financial planning portal that clients can access and update on demand. This has become the centerpiece of our practice. Along with ongoing research on the latest investment options & electronic processing platforms. Technology is moving fast and is constant something we are watching! Chain Bridge moved the practice a couple years ago to Kestra Financial mainly because of their commitment to the Advisor and their approach to changes in technology. They have been on the forefront to adding new technology into the system. It has been a great enhancement to the workflow.

Professional Highlights:

20+ years’ experience as a Financial Consultant

FINRA Registered Series 6 (Investment Company & Variable Contracts Products Representative)

FINRA Registered Series 7 (General Securities Representative)

Series 63 (Uniform Securities Agent State Law)

Series 66 (Uniform Combines State Law)

Life and Health Licensed in several states

Certificate of Financial Planning (Virginia Commonwealth University)

BS in Business & Finance, Mount Saint Mary’s University

Achievements include:

Accredited Investment Fiduciary (AIF)

Certified Health Savings Advisor (CHSA)

Membership in the Million Dollar Roundtable

Receipt of the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA)

Kestra Financial, Inc. is the parent company of Kestra Advisory Services, LLC and Kestra Investment Services, LLC.

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Sarah Valbak

sarah@chainbridgefn.com

Sarah Valbak's experience in the financial services industry began over twenty years ago with Northwestern Mutual Financial Network. She worked in a variety of positions, namely contract and licensing as well as new financial representative training. Sarah's experience in customer relations extends into her most recent positions in the property management arena as well as her marketing and office management role with Morgan Orthodontics. Sarah prides herself on strengthening the relationships with the clients of Chain Bridge Financial Group. In her free time, she enjoys spending time with her husband, Dan and two children, Olivia and Chandler.

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