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Meet Our RWMG Family

Dedicated to Your Financial Understanding


Our firm is made up of compassionate individuals who are committed to your financial comfort and education. Our team works together to support one another — meaning that behind every advisor is a knowledgeable team of industry leaders. With staff spanning across many ages and areas of experience, we are poised to cater to diverse needs and life stages.


Learn More About Our Team


Larry Rosenthal, CFP®, ChFC, RFC, LUTCF Photo
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Larry Rosenthal, CFP®, ChFC, RFC, LUTCF

President of Rosenthal Wealth Management Group & host of the "Making Money Sense" radio show Saturday mornings at nine on FM 105.1 WAVA

Larry Rosenthal, CFP®, ChFC, RFC, LUTCF

President of Rosenthal Wealth Management Group & host of the "Making Money Sense" radio show Saturday mornings at nine on FM 105.1 WAVA


703-330-3100

703-331-0595

LARRY@ROSENTHALWEALTHMANAGEMENT.COM


A Northern Virginia native with over two decades of financial planning experience, Larry Rosenthal, the President and founder of Rosenthal Wealth Management Group, has become a metro-area household name. Families in our nation’s capital, Virginia and Maryland tune in to listen to Larry every Saturday morning from 9:00 to 10:00am, on WAVA 105.1’s “Making Money Sense” radio show where he discusses financial issues affecting the community. Larry's professionalism and financial planning insight have landed him national media interviews with The Wall Street journal, Forbes, CNBC, Fox Business, NPR and many others. He also appeared as a guest host for Crown Financial Ministries on Larry Burkett’s nationally broadcasted show “Money Matters.” Additionally, he has co-authored the book “Financial Success in the year 2000 and Beyond” and his next book is expected out by year’s end. Larry is also a public speaker in high demand as an experienced financial planner. He speaks to employees, executives and members of corporations, federal agencies, churches, small businesses and private organizations at both the local and national level.  At Rosenthal Wealth Management, not only do we help individuals grow and preserve wealth, but we also manage assets for Corporations and Churches.

Larry founded Rosenthal Wealth Management Group with the belief that everyone is entitled to proper financial planning by an objective and independent planner. He has gone to great lengths to see this holds true by handpicking each member of his team. He has ensured they are not only diversified in skills but united in values and strength of character. 

Larry is a CERTIFIED FINANCIAL PLANNER™ Professional and recipient of numerous national and community awards for service and excellence in his profession.


Download Part 2B of Larry Rosenthal's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Deana Crawford Arnett, CFP®, ChFC®, CRPC Photo
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Deana Crawford Arnett, CFP®, ChFC®, CRPC

CERTIFIED FINANCIAL PLANNER™ Professional

Deana Crawford Arnett

Deana Crawford Arnett, CFP®, ChFC®, CRPC

CERTIFIED FINANCIAL PLANNER™ Professional


703-330-3100

703-331-0595

DEANA@ROSENTHALWEALTHMANAGEMENT.COM


Deana Crawford Arnett, CFP®, ChFC®, CRPC Whatever their goals, Deana Crawford Arnett, CFP®, ChFC®, CRPC, is committed to helping her clients get there.

A valuable part of the Rosenthal Wealth Management team since 2004, Deana’s collaborative approach combines evidence-driven investment management and financial plans with an understanding of the unique personal and financial needs of every client.

Driven by Rosenthal’s core belief that everyone, regardless of income level, deserves the confidence of a solid financial plan, Deana works with clients from all industries. She has specialized knowledge in federal employee benefits and, as a Certified Financial Planner® Professional, partners with her clients through the entire financial planning process, from setting financial goals and identifying income streams to estate planning.

Deana also specializes in helping women investors— mothers, professionals, divorcees, and widows—navigate the financial planning process. “It’s gratifying to help women from all walks of life organize, grow and protect their assets as they face some of life’s biggest milestones and challenges,” she says.

Deana launched her professional career at American Express Financial Advisors in 1998, then joined Morgan Stanley in 2002. She earned her CERTIFIED FINANCIAL PLANNER™ certification, the industry’s “gold standard” credential, from Georgetown University while balancing a full-time career and family.

She can often be heard on SiriusXM’s Family Talk channel (131), speaking on a variety of financial planning topics. Her experience and advice have also been featured in such leading print and online publications such as Forbes, Better Homes & Gardens, LearnVest.com, SmartMoney.com, FoxBusiness.com and Bankrate.com. She has guest lectured for several private and public organizations on financial and retirement issues.

A Tennessee native, Deana and her family now call Northern Virginia home. In her spare time, she enjoys spending time with her family, photography, playing piano, singing and traveling.


Download Part 2B of Deana Crawford's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Sonja Harris Photo
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Sonja Harris

Financial Advisor

Sonja Harris

Financial Advisor

703-330-3100

703-331-0595

SONJA@ROSENTHALWEALTHMANAGEMENT.COM


In 2007, Rosenthal Wealth Management Group recruited Sonja Harris while she was attending the College of William and Mary. After she completed her double major in psychology and sociology, she turned her focus to financial services and became a full-time member of our team. She is a financial professional with a focus on helping clients achieve their investment and retirement objectives. Sonja is currently working on her CERTIFIED FINANCIAL PLANNER™ certification. In addition, Larry Rosenthal and the RWMG team are her mentors on advanced financial planning techniques. Along with taking care of her own clients, she is responsible for many regular reviews and client servicing for senior members of the team.  She looks forward to providing guidance to clients and their family members for years to come, so they can accomplish their financial goals.

A Pennsylvania native, Sonja moved to Virginia in 1996 and currently resides in Gainesville with her wonderful husband, Shaun, and their daughter, Avery.


Download Part 2B of Sonja Harris's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Scott Slacum Photo
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Scott Slacum

Financial Advisor

Scott Slacum

Financial Advisor

410-788-0200

Scott@RosenthalWealthManagement.com

 

Scott is part of the Team in Maryland and has been an Investment Advisor Representative for over 15 years. Scott got his start in financial services by working with the Baltimore firm, T. Rowe Price. His experience in establishing and administering retirement plans lead to a further desire to help investors pursue goals beyond a company sponsored retirement plan. He is focused on building relationships and working with investors in a partnership to pursue their goals. Scott also enjoys working alongside small business owners with their unique needs and opportunities.

Prior to his work with the team, Scott worked with a local tax and accounting firm. His background in those areas brings a valued perspective to the financial education process.

Scott is a native of Maryland. Outside of work, he enjoys attending Ravens games as well as fishing and crabbing. He also spends time in the Northern neck of Virginia, enjoying the Rivah and the cultural pleasures of the peninsula.


Download Part 2B of Scott Slacum's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Dexter Burlew Photo
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Dexter Burlew

Financial Advisor

Dexter Burlew

Financial Advisor

1-540-720-3554

Dexter@RosenthalWealthManagement.com

 

Mr. Dexter Burlew joined the RWMG team in the fall of 2018, bringing his experience from his financial management practice in Stafford, VA. His practice spans a diverse background, with clients across the eastern seaboard. As a Navy veteran, Dexter has tremendous knowledge of the needs of both active duty and retired military as well as federal employees. Having been an entrepreneur since he finished his career in the Navy, he understands the challenges of small business owners here in the DMV. Additionally, he is well-versed in college financial planning for families and their students. Dexter has instructed thousands of students and their parents in college financial workshops across 4 school districts. 

Dexter has been an independent consultant since 2007, serving individual clients, corporate industry and the federal government in the financial management and investment fields. He holds an MBA in Financial Management from the Naval Postgraduate School in Monterey, CA and a Bachelors of Science in Industrial and Systems Engineering from the University of Southern California. Dexter's passion is teaching. He believes in educating his clients to be knowledgeable about their own financial future. 

Dexter's roots are in Southern California, where he grew to love USC Trojan football, the Los Angeles Lakers and the LA Dodgers. He serves frequently in his community, volunteering his time through Boy Scouts and his church youth programs. Dexter is an Eagle Scout himself. He loves to spend time with his wife and three daughters through travelling, sports and the performing arts.


Download Part 2B of Dexter Burlew's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Robert Holdcroft Photo
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Robert Holdcroft

Financial Advisor

Robert Holdcroft

Financial Planner

 410-788-0200

Rholdcroft@RosenthalWealthmanagement.com


Rob Holdcroft is the newest member of the advisory team in the Maryland office. He received his undergraduate degree in finance from Robert Morris University and his MBA, with a concentration in finance, from the University of Pittsburgh. Rob has had a passion for financial planning since his introduction to the industry a decade ago. He has years of in-depth financial planning experience including tax, estate planning and investments. At Rosenthal Wealth Management Group, Rob utilizes his planning experience to help clients refine their strategies and pursue their financial objectives.


Download Part 2B of Robert Holdcroft's Form ADV: Brochure Supplement

Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Sanford Rosenthal Photo
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Sanford Rosenthal

Director of Operations

Sanford Rosenthal

Director of Operations

703-330-3100

703-331-0595

Sanford@RosenthalWealthmanagement.com

 

Sanford oversees all of the back-office operations and processes to ensure that our clients are receiving the maximum benefits from Rosenthal Wealth Management Group. Sanford spent over 20 years consulting for fortune 500 companies in the telecommunications market. Throughout this work, Sanford executed project management in various parts of the world, including Brazil, parts of Africa, Europe, Indonesia and most recently Dubai. He has applied many of his acquired skills to Rosenthal Wealth Management Group. Additionally, Sanford developed in-house software to compliment 3rd party applications, contributing to the smooth functioning of the back-office processes.

Sanford and Dian live in Haymarket, VA and have two beautiful daughters, Mikhaela and Anastasia.




Robert Johns Photo
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Robert Johns

Director of Marketing

Robert Johns

Director of Marketing

703-330-3100

703-331-0595

Robert@RosenthalWealthManagement.com

 

Prior to coming to the Rosenthal Wealth Management Group, Robert was trained at The Defense Information School in broadcast journalism and public affairs. While on active duty, he attended the University of Maryland with a focus in communications. After completion, he turned his attention to the world of financial services. He received his initial training and served as a Financial Representative for The Washington Financial Group, a division of Northwestern Mutual. He later moved on to Northern Virginia's Capital Financial Partners before coming to Larry Rosenthal for his advanced training. While being mentored by our firm's president, his background and education were fully utilized as he worked on the marketing side of the business. Through this interim period, he was able to apply his public relations education and background towards marketing an industry and firm he believes in. His hard work and dedication not only increased the firm's exposure but also improved the quality of service we were able to provide to our existing and new clients. For over a decade, Robert has managed the firm's new business development and special events coordination.

Additionally, Robert mentors financial agencies across the United States on his marketing techniques.

Robert is a 5th generation native Virginian and lives with his wife and their son.



Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Bob Jones Photo Bob Jones Hover Photo
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Bob Jones

Marketing Assistant

Bob Jones

Marketing Assistant

703-330-3100

703-331-0595

BOBJONES@ROSENTHALWEALTHMANAGEMENT.COM

 

Bob Jones joined Rosenthal Wealth Management Group in 2020 as a Marketing Assistant after a long career in broadcasting as a manager, newscaster, reporter, and announcer.

At Rosenthal Wealth Management Group, Bob is one of the team members that will stay in contact with you and help you schedule your next appointment. You might also occasionally hear Bob’s voice answering your phone call and on recorded promotional announcements during Saturday’s “Making Money Sense” radio show.  

Born in southern California and raised (mostly) in Maryland, Bob and his wife now call Florida home. In his spare time, he enjoys reading, watching sports (Go Navy! Go Nats! Go Caps! Go…..Pats!”), dreaming, traveling, and spoiling his grandchildren.



Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Linda Bassett Photo
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Linda Bassett

Administrative Assistant

Linda Bassett

Administrative Assistant

703-330-3100

703-331-0595

Linda@RosenthalWealthManagement.com

 

For the past 15 years, Linda has served as a vital member of the Rosenthal Wealth Management Group. She is gatekeeper to all incoming and outgoing communications at our firm’s headquarters. Additionally, Linda manages schedules and logistics for RWMG’s senior members and handles support for special events.

When Linda is not in the office, you will generally find her spoiling her 5 beautiful grandchildren or gardening on her farm in Catlett, Virginia.



Kim Jewett Photo
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Kim Jewett

Administrative Assistant

Kim Jewett

Administrative Assistant

410-788-0200

Kim@RosenthalWealthManagment.com


Kim works in our Maryland office and plays a vital role in supporting our advisors as well as providing client service. She currently has a Life and Health License and is working on acquiring her Series 6 license. When not at work, she and her husband enjoy spending time with their grandchildren.



Annette Pitts Photo
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Annette Pitts

Client Account Service Coordinator

Annette Pitts

Client Account Service Coordinator

703-330-3100

703-331-0595

Annette@RosenthalWealthManagement.com

 

Annette has been with Larry Rosenthal and the Rosenthal Wealth Management Team for over 17 years and has served in most support areas of the firm. Beginning as a Special Events Coordinator, she is now involved with all aspects of the firm’s day-to-day operations to include processing new business and active accounts, tax documentation, account rollovers, defensive planning coordination, along with the many additional RWMG hats she frequently wears.

Annette is a Northern Virginia native. She has 5 grown children, two beautiful grandchildren and lives with her husband of almost 40 years in Manassas, Virginia.



Treche Phipps Photo Treche Phipps Hover Photo
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Treche Phipps

Client Account Service Coordinator

Treche Phipps

Client Account Service Coordinator

703-330-3100

703-331-0595

Treche@RosenthalWealthManagement.com

 

Came to work for RWMG in January of 2021 after retiring from 20+ years in the medical profession. Native of Chicago, IL but I lived in VA for 20+years. I work mostly with new accounts. Things I enjoy outside of the office: spending time with my husband, 3 kids (plus spouses) and 7 grandkids. Also enjoys running, traveling, sunshine, coffee, and sports (mostly football and baseball).



Ami Staggs Photo
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Ami Staggs

New Business Coordinator

Ami Staggs

New Business Coordinator

703-330-3100

703-331-0595

 Ami@RosenthalWealthManagement.com

 

Ami is an integral part of the Rosenthal Wealth Management Family.  She is a native of Northern Virginia and brings with her a wealth of knowledge on back-office processes. As a strategic member of our team, she is the liaison between our agents, back-office support and clients.

When Ami is not in the office, she loves spending time with husband, her two children and spoiling her grandkids.  Ami enjoys cooking, spending time on the beach and anything Disney.   


Megan Wagner Photo
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Megan Wagner

Financial Representative

Megan Wagner

Financial Representative

Megan@RosenthalWealthManagement.com

 

Megan comes to us with a background in Information Technology and Quality Assurance.  She holds a Series 7 registration, as well as her NASAA Uniform Combined State Law Exam (Series 66) and is registered as an Investment Adviser Representative (IAR). This working knowledge enables her to provide our clients with all phases of financial information processing - from detailed data gathering and verification, to the delivery of a thorough financial snapshot which aids in retirement planning. Megan holds a Master’s Degree in Information Management from Marymount University. She received her undergraduate degree in Psychology, with a minor in Business from James Madison University. Megan is a Certified Oracle Database Administrator.

Megan and her husband, Matt, have 3 children. They spend most of their free time enjoying their children’s sports.


Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Bob Johns Photo
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Bob Johns

Director of Media Relations

Bob Johns

Director of Media Relations

 

Bob is our Director of Media Relations. He comes to us following 40 years of public relations work at the Department of Interior, and later, five years as Director of Public Relations for American Bird Conservancy. His communications work has been recognized by both President George W. Bush and several Interior Department Secretaries. Upon retiring from the Interior Department, he received one of the agency’s highest awards, The Meritorious Service Award. Bob has directed local, regional and national public relations efforts. At the Interior Department’s Bureau of Land Management, he oversaw all internal and external communications for an agency of 10,000 people in over 100 offices. With a staff of over 70 people, he oversaw the Divisions of Media Affairs, Congressional Affairs, Regulatory Affairs, Environmental Affairs and Intergovernmental Affairs. He led an effort that developed a comprehensive media training program for managers and personally trained over 1,000 managers. He has prepared staff to appear on every major television news program, including 60 minutes, 20/20, Nightline, NPR, MacNeil Lehrer, CNN and all major networks. Other major efforts Bob led included serving as team leader for an announcement of what was described as the most significant archaeological discovery in the U.S. in last 50 years and serving as communications team leader for a nationwide federal effort to reduce wildfire threats to homeowners. That effort included a live national press conference which Bob organized and which featured both the Secretary of Agriculture and Interior.


Chris McKay Photo
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Chris McKay

Director of Communications

Chris McKay

Director of Communications

703-330-3100

703-331-0595

Chris@RosenthalWealthManagement.com

 

At Rosenthal Wealth Management Group, we believe in reinvesting our money back into the firm to ensure we offer state of the art technology to our clients. To insure these dollars are being invested wisely, we brought Chris McKay on board to serve as Director of Communications. He brings two decades of Information Technology and broadcast services experience to our team, in order to keep up with our complex technology and communications needs. His vast experience and research into where the financial industry is, with regards to technology and also where things are headed so we may exceed industry standards, has proven to be one of the firm’s smartest decisions. He is an asset to the firm and many of the wonderful improvements our clients experience has Chris’s hand prints on them.

In addition to the behind the scenes work Chris does with the firm, he also produces The Larry Rosenthal Show and several other radio programs running on XM/Sirius Satellite Radio, WAVA, WABS and WRC in the DC Area.


Chris Mckay is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by (Chris) is no way related to Cetera Advisor Networks LLC or its registered representatives.


Shane Martin Photo
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Shane Martin

Wealth Management Solutions Coordinator

Shane Martin

Wealth Management Solutions Coordinator

703-330-3100

703-331-0595

SHANE@ROSENTHALWEALTHMANAGEMENT.COM


Shane is our newest member of our RWMG family.  He will be supporting our advisors with the Wealth Management Platform and came from us from BNY  Mellon in Pittsburgh.  He graduated from Slippery Rock University in 2018 with a degree Finance and a minor in Economics.


Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure

Casey Rosenthal Photo
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Casey Rosenthal

Wealth Management Solutions Coordinator

Casey Rosenthal

Wealth Management Solutions Coordinator

703-330-3100

703-331-0595

Casey@RosenthalWealthmanagement.com


Casey is one of our newest members of the RWMG family as he joined the firm full time in the summer of 2022.  He Graduated from Roanoke College in the spring of 2022, where he majored in Actuarial Science, with a minor in mathematics.  Casey enjoys watching and playing baseball, golfing and outdoor sport activities.  Casey will support advisors through preparation for client meetings, back-office support, as well as working with our investment team.

Reese Varley Photo
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Reese Varley

Wealth Management Solutions Coordinator

Reese Varley

Wealth Management Solutions Coordinator

703-330-3100

703-331-0595

REESE@ROSENTHALWEALTHMANAGEMENT.COM


Reese joined our RWMG family in the summer of 2022. He holds a degree in Economics from the University of Maryland – Baltimore County, where he was a member of the baseball team. Reese will be responsible for client outreach as well as preparation ahead of advisor meetings. He is currently studying to sit for his Series 7 and 65 certification exams this upcoming fall. Outside of the office, he enjoys playing golf, watching sports, and spending quality time with friends and family. Reese is looking forward to a future of helping clients achieve their financial dreams!


Download Part 2A of Cetera Advisor Networks Form ADV: Firm Brochure