Your Go-to Wealth Management Consultancy for all things Personal & Business Finance
Financial & Wealth Management Services
Why Choose Sovereign Wealth Management
We Deliver Financial Results You Deserve
Fast Response Time
Flexible Meet-up Locations
Trusted Wealth Management & Support Staff
Call us at: (703) 310-7255
Meet Sovereign's Wealth Management Team
Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients’ Investment Management, Risk Management, Estate Planning and Retirement Planning needs. His practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. He has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses.
Gary Korolev, CFA®
Sheila is Sovereign’s newest Client Service Associate. A true problem solver, she is helping the company take our services to the next level with innovative ideas. Sheila is passionate about taking on new challenges and building relationships with clients while applying professional insight and attention-to-detail to enhance our clients’ experience.
Client Service Associate
Svitlana works closely with clients by managing their account details, and the flow of information between them and Sovereign Wealth Management. Her perfect mix of warmth, attention to client needs, and competence make her an invaluable part of the team. Svitlana has a Bachelor degree in English from Drohobych State University in Ukraine. She and her husband Gary Korolev live in Northern Virginia with their two children and every chance they get, they spend time outdoors and traveling.
Client Service Associate
Meet The Spire Investment Partners Team
Sovereign Wealth Management is proud to partner with Spire Investment Partners, a premier Hybrid Independent Financial Advisory Firm. Spire provides Sovereign Wealth Management with operational and compliance support, creating a business environment which allows Wealth Mangers to focus on what’s import – You.
Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations.
Chief Compliance Officer
Allen Eickelberg is the director of operations for Spire Investment Partners, LLC. Since 2011, Allen has filled many roles at Spire working with executive leadership and wealth management teams to manage projects and introduce new technologies to the firm. He specializes in coaching others to adopt technology and works with Wealth Managers transitioning to Spire on how to best utilize systems to streamline their practices. A graduate of Virginia Tech, Allen enjoys spending his free time volunteering in his ceramics studio and brewing home-made beer!
Allen Eickelberg, CFP®
VP - Director of Operations
Josh serves Spire’s advisors by overseeing the regulatory and internal financial reporting for Spire, as well as providing crucial business oversight for the company’s Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.
Josh Bright, CPA
VP - Director of Finance
Tamara joined the Spire team in October of 2018 as the AVP of Compliance, bringing with her over a decade of service in the financial services industry. Tamara takes pride in collaborating with the Compliance team to ensure Spire’s efforts with the highest level of transparency and integrity.
Prior to her role with Spire, Tamara served as the Senior Compliance Administrator at Guggenheim Investments, where she directed the implementation, administration and data management of regulatory programs. Today, she oversees a number of responsibilities under the compliance umbrella at Spire, from due diligence processes, advertising reviews, managing the external branch office audit program and AML program. Tamara is honored to put her compliance expertise to work for Spire’s financial advisors so that they can focus on what they do best, with the trust that they are fully supported in today’s highly-regulated environment. Outside of the office, you can find Tamara spending quality time with her husband and young daughter, enjoying a good book, or planning her next trip.
Tamara Scrivens - AVP Compliance
Jim joined Spire in 2017 and brings over 15 years of experience in the financial services industry. He has a passion for helping hard-working advisors in the independent BD/RIA channel. He also has extensive experience in private wealth management, retail brokerage, and fee-based money management.
Jim served five years in the U.S. Marine Corps and was awarded the NATO Medal for service in the liberation of the former Yugoslavia. He had the unique honor of serving alongside the Israeli Defense Force and the British Royal Marines.
A native upstate New Yorker, Jim has lived south of the Mason-Dixon Line for over 25 years. Along with his wife and their two daughters, they have proudly called the City of Fairfax their home since 2013.Outside of work, Jim is an active member in his local community. He currently serves on the board of the City of Fairfax Theatre Company. He’s also been known to appear on stage if duty calls, playing alongside his youngest daughter in company productions of The Music Man and The Lion, The Witch and The Wardrobe.
Jim Negley - AVP Compliance
Maritza displays her dedication to Spire’s advisors by managing the daily processing and supervisory activities of the Operations Team. A veteran in her field, she spent over 15 years as a Senior Trader and a Supervisory Principal for account solutions. Her experience and vast knowledge are a relief to advisors and administrators in times of need.
Maritza enjoys traveling, concerts and sporting events, and enjoying the sun when she visits her parents back home in Florida.
Martiza Rosa-Maldonado - AVP Operations
Strategic Partners, Technology Platforms & Financial Service Solutions
Sovereign Wealth Management
8229 Boone Blvd. Suite 760
Vienna, VA 22182
Phone: (703) 310-7255 | Email: email@example.com