Why Work With Us
Insecure and Overwhelmed
Finances are already confusing. Over-complicated plans from jargon-spewing advisors just add to the chaos.
Prepared and Confident
We help you untangle your finances and create an easy to understand plan to reach your goals.
What Makes Us Different
Helping Retirees for Over 30 Years
We’ve been helping folks from all walks of life since 1987.
Managing Over $470 Million in Assets
Our only minimum is that we like working together!
Experienced AND Credentialed
All of our advisors are licensed in financial planning.
We’re in Your Corner, No Matter What
We’re here to guide you through all of life’s unexpected changes.
Who’s On Your Team
CFP®, RFC®, CEP®, LUTCF, Founder, Partner, Financial Advisor
Dan Searles has been practicing financial advising since 1981. He earned his CFP designation in 1992. A published author, Dan’s financial writings include his syndicated column, Your Money Matters and his book, I Can Beat the Market and Other Lies from Financial Professionals (available on Amazon). In his spare time, Dan is a songwriter and recently wrote the screenplay and soundtrack for the upcoming western film, Bill Tilghman and the Outlaws.
MS, CFP®, CLU®, ChFC®, ChFEBC, RFC®, Senior Partner, Financial Advisor
John has been assisting his clients with investments, insurance, retirement, and estate planning for over 30 years. He is the co-author of the book Navigating Your Federal Benefits, written for government employees. John’s mission is helping his clients identify their deepest values, set personal & financial goals, and manage the complex decisions and risks involved in achieving them. He also enjoys ballroom dancing, fishing, and racquetball.
CFP®, CEP®, RFC®, ChFEBC, Senior Partner, Financial Advisor
Laura’s dedication of helping her clients reach their goals began over 35 years ago. She is the co-author of the book, Navigating Your Federal Benefits, written for government employees. Laura’s faith gives her passion for serving her clients and her community; believing what it says in Colossians 3:23 “Whatever you do, work at it with all your heart, as working for the Lord, not for human masters”. She also works with community outreach programs and enjoys ballroom dancing.
ChFEBC, Partner, Financial Advisor
Ryan joined the Medallion family in 2011. He specializes in helping federal employees navigate the federal benefit system. As a leading expert in his field, Ryan has trained federal financial professionals on the Federal Employee benefit system. In his spare time, Ryan codes video games, serves as a church youth leader, is committee chair of the local Cub Scout Troop, and is the dad of three rambunctious kiddos.
CFP®, Partner, Assistant to Dan Searles
Josh earned his Bachelors of Finance degree from the University of Maryland University College, and in October 2012 earned his CFP® professional designation in October 2012. Starting in the banking industry in 1994, he held positions as Bank Manager, Business Development Coordinator, and Financial Advisor. Josh joined our Medallion family in September 2004, and has been Dan’s right hand man ever since. He and his wife, Rachel, have one child, Jack.
John “JR” Robertson
Partner, Assistant to John Stohlman
JR has a Bachelor’s degree in Business from James Madison University and joined us January 2007. Life before Medallion included nine years in client services with a large national mutual fund company as a Financial Advisor. JR and his wife, Jennifer, have two girls, Julia and Caroline, and he is a member of the St. Andrew’s Society of Washington DC, a charitable and social organization of men of Scottish birth or ancestry.
Mark earned his Bachelor’s degrees in accounting and economics from Hood College where he graduated in 2019. During his time there he played on the baseball team, served as head Resident Assistant, and worked with the Blazing Alpha Fund, a student investment organization at that managed over $200,000 in assets. Mark also interned with the Maryland Office of Legislative Audits as well as with a private accounting firm doing tax preparation during his time in college. In his spare time Mark enjoys playing golf, hiking, and watching the Orioles.
Assistant to Ryan Dunn
Abigail earned her Bachelor’s in Marketing Management from Grove City College in December 2017. Before joining the Medallion family, she served as a government contractor to the Navy supplying administrative and financial support. She lives in Frederick Maryland with her son Luke.
Assistant to Laura Stohlman
Kelly first served Medallion as a project manager back in 2011 and later rejoined the team in 2018 as Laura’s assistant! From running the front desk at her local elementary school to volunteering as a coordinator for her kids’ theater troupe, Kelly has always been happiest when working with others in administrative roles. She currently lives in Mt. Airy, MD with her husband of 27 years, Barry, her college age daughter, Julia, and her high school aged son, Charlie.
Assistant to Josh Brunner
Mathieu is a proud Ohio Valley University graduate and Phi Beta Lambda. Business and Finance have been two of his big passions since his freshman year of high school. When he’s not taking in all there is to learn in these two fields, he enjoys watching the Nationals & the Capitals.
Office Manager and Assistant CFO
Director of First Impressions
Assistant to Office Manager
Graphic Design and Marketing
Senior Partner, Director of Communications