Our Team

We are a provider of comprehensive financial planning* for business owners, entrepreneurs and executives, helping them preserve and enhance their hard-earned wealth.

We offer a full set of resources that drive the investment strategy and planning.

Everyone's financial life is different and decisions made in one area of your life are inter-connected with all the other areas of your life. We help you determine financially where you are now and where you want to be in the future. We look at coordinating your financial decisions so that your goals are met in the process.

Read About Jason

Jason M. Apolenis, CFP®

Principal, Financial Adviser
jma@avenuewealth.com

Read About Bradley

Bradley R. Burton, LUTCF®

Principal, Financial Adviser
brad@avenuewealth.com

Read About Samuel

Samuel S. Froehlich

Financial Adviser
sam@avenuewealth.com

Read About Aaron

Aaron M. Jones

Financial Adviser
amj@avenuewealth.com

Read About Mike

Mike E. Scheeler

Financial Adviser
mike@avenuewealth.com

Read About Matthew

Matthew S. Worthington

Financial Adviser
matt@avenuewealth.com

Read About Kingsley

Kingsley K. Davis

Financial Adviser
kingsley@avenuewealth.com

Read About Drew

Drew Leisure

Financial Services Professional
drew@avenuewealth.com

Our Associates

Read About David

David Avila

Associate Financial Adviser
david@avenuewealth.com

Read About Ingrid

Ingrid Garay

Director of Operations
ingrid@avenuewealth.com

Read About Megan

Megan Klinker

Director of Client Relations
megan@avenuewealth.com

Read About Michael

Michael Lein

Client Service Associate
mlein@avenuewealth.com

Read About Trudy

Thudian "Trudy" Morgan

Client Service Associate
trudy@avenuewealth.com

Read About Jake

John "Jake" Seraphin, CFP®

Para-planner
jake@avenuewealth.com

Read About Mariella

Mariella Steele

Client Service Manager
mes@avenuewealth.com

Read About Penny

Penny Kulawiak

Director of Operations
penny@avenuewealth.com

Read About Hannah

Hannah Adams

Director of Client Relations
hannah@avenuewealth.com

Jason M. Apolenis, CFP®

Principal, Financial Adviser

Jason M. Apolenis, CFP®

Principal, Financial Adviser

Jason Apolenis is the Founder and Managing Principal at Avenue Wealth. As a Certified Financial Planner (CFP®) with more than two decades of highly-specialized experience, he provides comprehensive financial planning to executives, business owners & other individuals with substantial income or assets in order to help them preserve and enhance their hard-earned wealth.

Through an innovative coaching process, Jason helps his clients crystallize their goals and objectives and implement a plan to help accomplish them. Monitoring the plan and adjusting it over time as life evolves, Jason helps his clients to have financial peace and lead better, more rewarding lives.

His unique results-driven approach has made Jason one of the most sought-after financial advisors in the Washington metropolitan area. As a Maryland native who currently resides in Bethesda, Jason loves his community and serving the people in it. He’s an active member of the Greater Washington Association of Insurance and Financial Advisors, serves on several boards, and is a benefactor for numerous local charities.

In his free time, Jason enjoys competing in a variety of physical activities, and spending time with his wife, Gina, and their two boys.

Bradley R. Burton, LUTCF®

Principal, Financial Adviser

Bradley R. Burton, LUTCF®

Principal, Financial Adviser

Brad Burton is a wealth management advisor specializing in business, estate and retirement planning for business owners and high-income professionals. For more than 15 years, he has been helping his clients maximize and protect their wealth by offering objective advice and providing cutting-edge strategies that are tailored to match each client’s personal, business, and financial goals.

Prior to starting his financial career, Brad attended Virginia Tech where he graduated with a Bachelor of Science in Business Management in 2001. He went on to attend the American College of Financial Services in Bryn Mawr, PA where he obtained his Life Underwriter Training Council Fellow (LUTCF®) designation in 2004.

When he’s not in the office, Brad enjoys spending time with his wife, Arika, and their two children. They reside in Northern Virginia.

Aaron M. Jones

Financial Adviser

Aaron M. Jones

Financial Adviser

Aaron has been a Financial Advisor since 2006 and utilizes a holistic, goal-oriented approach that puts his clients in control. He empowers them with the tools, resources, and information they need to make smart decisions about their money and have financial peace of mind. From the initial meetings when they examine their current accounts and goals, to the meetings when they realize their goals are attainable or reached, Aaron is always reviewing, educating, and discussing his clients’ plans to ensure they stay on track and understand exactly where they are.

His approach is highly-customized to each client because in this day and age, the world of finances has become so complex that there is no single solution that is right for everybody. The business owner looking to expand, the federal government employee nearing retirement, or the young family looking to save for their kids’ education all need specific advice based on their individual needs and goals.

Aaron has earned Lifetime Membership status in the prestigious Million Dollar Round Table (MDRT), an accomplishment only a small percentage of advisors achieve, and his clients benefit from the professional knowledge, personal ethics, and client service standards that are required for MDRT members.

Aaron believes in having a healthy work-life balance, and the majority of his free time is spent with his wife and three children. You can often find him attending school events, fundraising for the school through golf events, or just spending quality time with his family.

David Avila

Associate Financial Adviser

Aaron Headshot

David Avila

Associate Financial Adviser

As a Registered Client Service Associate with Avenue Wealth, David has the opportunity to work with and build new relationships with business owners, high net worth Individuals, and families. He supports the practice of our Principals in various capacities and is a vital resource to the team and the clients we serve.

Prior to joining Avenue Wealth, David managed client relationships and supported a team of advisors at Charles Schwab. David holds his Series 6, 7, 63, Life & Health Insurance licenses.

Ingrid Garay

Director of Operations

Ingrid Headshot

Ingrid Garay

Director of Operations

Ingrid Garay serves as the Director of Operations for Avenue Wealth where she focuses on compliance, client and advisor support, and business operations for the firm. She has 17 years of experience in various positions within the finance industry.

Prior to starting her career in the financial industry, Ingrid attended San Francisco State University where she studied International Business. In her free time, she enjoys traveling and volunteering in the community with her teenage son, James Sebastian.

John "Jake" Seraphin, CFP®

Para-planner

Jake Headshot

John "Jake" Seraphin, CFP®

Para-planner

Jake Seraphin, CFP® joined Avenue Wealth as a para-planner in 2017. He works directly with the Principals of the firm to deliver holistic, comprehensive planning for our clients. Jake is a genuine, kind-hearted, hard worker with excellent listening skills. Whether it’s conducting analysis behind the scenes or in a meeting with a client, Jake is always unassuming and capable of gaining further insight. He is enthusiastic and dependable; an analytical problem solver at heart.

Prior to entering the financial services industry, Jake graduated with degrees in marketing and finance from Virginia Tech in 2015, while completing the the CFP® Certification Education Option within the finance program. He has since earned his CFP® designation and possesses Series 7 & 66 securities licenses.

When he’s not at work, Jake is a self-described sports junkie. While he enjoys watching almost everything, he particularly follows the NBA and plays in a weekly basketball recreational league. His other hobbies include hiking, reading, media, and he has recently picked up sailing. Jake routinely visits his mother and father in his beloved hometown of Purcellville, Virginia.

Kingsley K. Davis

Financial Adviser

Kingsley K. Davis

Financial Adviser

Kingsley Davis is a Registered Financial Advisor who joined Avenue Wealth in 2016. He focuses on creating custom strategies to ensure that business owners and high-net-worth households address their immediate financial concerns while implementing a process to help them reach their future goals. He believes the key to success is maintaining strong relationships while going the extra mile with client service.

Kingsley entered the financial services industry in 2011 after graduating from Georgia State University. He began his career in business banking in the DC Metro area, but quickly realized that his true passion in finance is assisting business owners and individuals through holistic financial planning. Kingsley joined the Certified Financial Planning program at Georgetown University, and upon completing the coursework, he came on board here at Avenue Wealth and has found tremendous success as part of our team. He is a two-time Executive Council member, two-time Northern Virginia Advisor of the Month honoree, two-time AAMU Platinum Award winner, 2018 Top 25 New Advisor for the MidAtlantic region, and 2018 New Advisor of the Year for Northern Virginia.

In his free time Kingsley enjoys traveling internationally to learn about other cultures and spending time with family and friends. He also volunteers with the Sasha Bruce Community Impact Council, a group of young professionals who provide support to the Sasha Bruce Youthwork, an organization that aims to end youth homelessness in the DC area.

“Someone's sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet

Mariella Steele

Client Service Manager

Mariella Headshot

Mariella Steele

Client Service Manager

Mariella joined Avenue Wealth in 2006 as a Client Service Manager for advisor Brad Burton. She is the primary point of contact for Brad’s life insurance and annuity business. She prides herself on maintaining great client relationships and delivering quality service. Mariella’s years of experience have established her as a valued resource to the entire Avenue Wealth team. Being fluent in Spanish, Mariella also enjoys helping clients in the Hispanic community achieve their financial goals.

Before joining Avenue Wealth, Mariella attended NOVA where she studied business administration. She is a Licensed Service Assistant and holds her Virginia Life and Annuities Licenses.

Mariella is originally from Peru and moved to Northern Virginia when she was 14 years old. She and her son, Kenny, enjoy spending time with family and being outdoors. She enjoys bike riding, yoga and traveling, and from time to time, she is also a foster mom for rescue puppies.

Megan Klinker

Director of Client Relations

Megan Headshot

Megan Klinker

Director of Client Relations

Megan joined Avenue Wealth in 2016 as the Director of Operations, and transitioned to become the Director of Client Relations for Mike Scheeler and Sam Froehlich in 2018. She is the primary point of contact for their clients for all administrative and operational needs. Megan has a knack for organization, a love of systems and processes, and an eye for detail. She enjoys supporting and implementing the service needs of clients in order to help them achieve their financial goals.

Prior to joining the Avenue Wealth team, Megan graduated from Queen’s University in Ontario, Canada with a degree in Art History and French, and worked in a variety of customer service positions.

Originally from Toronto, Megan primarily grew up in Charlotte, NC and moved to Northern Virginia in 2009 when she met her husband. She has been married to her husband, Mark, for 8 years and they have two children, Emmaline and Macintosh, with one more due in October. When not at work Megan enjoys spending time with her family and friends, decorating & organizing her house, shopping for Christmas gifts year-round, and cheering on the Capitals. She also serves as the Chair of the Architectural Review Committee for her neighborhood’s Homeowners Association. Her favorite places to visit are her family cottage in Canada and anywhere in France.

Mike E. Scheeler

Financial Adviser

Mike E. Scheeler

Financial Adviser

Mike began his career in the financial industry in 2013 and joined Avenue Wealth in 2016 to better serve his clients through the firm’s extensive resources. He and his team specialize in providing financial planning to family-oriented executives, business owners and medical professionals who are starting families and beginning to think about financial planning and preparing for their eventual retirement.

Mike helps his clients crystallize their financial goals and preserve and enhance their hard-earned wealth through customized plans, ongoing management and top-notch customer service. He leverages the latest technology to enhance his client’s experience without giving up the always important human connection.

Originally from Baltimore, Mike graduated from the University of Maryland in 2013. While at UMD, he played four years on the men’s lacrosse team where he won an ACC championship and made it to two national championships. In addition to balancing academics and division 1 athletics, Mike also got his first taste of entrepreneurship when he started and ran an apparel company all four years. After graduating and joining the financial industry, in just four years Mike became a member of the Million Dollar Round Table in 2017, an industry-wide organization recognizing the top producers in the world. He currently holds his series 6, 7, 63 and 65 licenses.

Mike lives with his wife, Maggie, an elementary school teacher with her Master’s degree in early education. In his personal time, he is on the Terrapin Club Scholarship Fund Young Alumni committee and is very active working with young entrepreneurs. He was selected to the Terrapin Club’s 30 under 30 in 2019. He enjoys watching and playing lacrosse, golf, basketball, and football, and is a passionate fan of Maryland sports, Bruce Springsteen and the Baltimore Ravens. Mike is very close with his family and enjoys spending time with them and traveling.

Michael Lein

Client Service Associate

Michael Headshot

Michael Lein

Client Service Associate

Michael Lein is a Client Service Associate working directly with our founder, Jason Apolenis. He is a life insurance specialist who assists clients with any needs or concerns regarding their policies.

Prior to his arrival at Avenue Wealth, Mike graduated in 2016 from James Madison University. He began his career at Morgan Stanley where he gained experience in the client service side of the business and in processing large institutional investments for clients such as Blackrock, Invesco, and T.Rowe Price.

Mike’s passion is music, and outside of work, he can be found doing just about anything related to it. He produces his own music and DJs for his friends and other events. Mike also has two cats, Oriole and Wafer, who are always looking for more attention.

Thudian "Trudy" Morgan

Client Service Associate

Trudy Headshot

Thudian "Trudy" Morgan

Client Service Associate

Thudian, who goes by Trudy, joined the Avenue Wealth team in May of 2018. She is a Client Service Assistant for several of our advisors - Aaron Jones, Kingsley Davis, and Matthew Worthington – and she brings over 15 years of service experience to the firm.

Trudy takes pride in helping the Avenue Wealth advisors to form a foundation of trust and exemplary service with their clients. She accomplishes this by setting high standards and expectations for herself to meet each advisor and client’s needs, and by providing assistance in a timely, proactive and friendly manner.

When she’s not in the office, Trudy enjoys spending quality time with her family, traveling, doing DIY projects, reading, learning new things, and experimenting with fashion.

Ryan Ohlin

Client Service Associate

Ryan Ohlin

Client Service Associate

Ryan is a Registered Financial Services Professional with Avenue Wealth. Ryan began his career working in the financial services industry in 2015. Ryan serves as a financial resource to business owners and affluent families and individuals. He focuses on every aspect of their financial lives managing their investments for short and long-term financial security, evaluating insurance needs, coordinating estate planning and retirement asset management, and planning to finance college for children. Ryan has a passion for helping his clients navigate the balance between spending money, achieving their short-term goals and desires, but also establishing a holistic financial plan to ensure their future goals are secured. However, Ryan understands that it’s not just about the numbers. He first takes the time to learn about what is most important to his clients personally, professionally, emotionally to construct a plan that is aligned with who they are and takes care of what they want to achieve.

Prior to joining Avenue Wealth, Ryan earned his degree in Finance and Financial management at Radford University while also working in financial services focused on tax planning.

When he’s not working he enjoys being active outdoors whether that is a day on the golf course, coaching lacrosse, fly fishing in the Shenandoah, or traveling to gain new experiences with his friends and family.

Samuel S. Froehlich

Financial Adviser

Samuel S. Froehlich

Financial Adviser

Sam joined Avenue Wealth in 2011, merging his passion for helping others and his love of finance by becoming a Financial Adviser. His expertise, detail-oriented nature, and care for others make him a valuable asset on our team and to his clients.

Sam graduated from East Carolina University with a bachelor’s of science degree in business administration, specializing in finance. Sam holds both his FINRA Series 7 and 66 licenses. In 2015, Sam became a member of the Million Dollar Round Table, an industry-wide organization recognizing elite producers worldwide.

A Virginia native, Sam now lives in McLean, VA and enjoys being close to the office and to Washington, DC with all the city has to offer. When he’s not at work, Sam volunteers teaching financial literacy at local grade schools. He also volunteers for the Bone Marrow & Cancer Foundation, as a cancer survivor himself since 2013. Sam enjoys spending time with his friends and traveling around the US, especially to the beach and to visit his family in NC. Expanding his travels to Europe is a bucket list item he hopes to reach in the next five years.

Matthew S. Worthington

Financial Adviser

Matthew S. Worthington

Financial Adviser

Matt joined the Avenue Wealth team in September of 2012 to provide strategic support and service to our advisors and clients.  Matt’s ability to integrate information technologies into the financial planning process has enhanced the overall experience we are able to provide.  Through the utilization of multiple platforms such as eMoney, Morningstar Advisor Workstation & Envestnet, Matt and the other advisors of Avenue Wealth offer multi-layered financial planning analysis.  As a result of this approach, our advisors can provide solutions that are truly unique to each client’s personal situation.

Matt is a fully-licensed Financial Adviser, and he holds both his FINRA Series 7 and 66 licenses.  He was honored to become a member of the prestigious Million Dollar Round Table in 2016, an industry-wide organization recognizing elite producers worldwide.

Matt lives in Leesburg, VA with his wife, Melissa, and five children, Landon, Oliver, Trent, Rose and Brooks. Next time you come by, you’ll see that his office is filled with pictures of his adorably photogenic family. When he is not working, Matt stays busy with all of his kids’ activities, from soccer to ballet and everything in between. He’s currently working hard to turn his kids into die-hard Phillies, Eagles and Flyers fans.

Drew Leisure

Financial Adviser

Drew Leisure

Financial Adviser

Everyone works for the opportunity to one day retire, working long hours and saving what they can to afford the chance to settle down. Drew understands that this is a fundamental goal that drives most everyone. He has long had an eye towards finance because he believes it is the best way to garner this for himself and his clients. An empathetic extrovert, Drew seeks to provide a good foundation for his young clients and comfort for his mature clients.

Whether it’s a dream home, next year’s vacation or eliminating debt, Drew believes that everyone deserves a tailored financial strategy. He has committed his career to understanding markets and investments to help a range of clients realize profits.

In his free time, he loves to be outside in a kayak or a fishing boat, savoring the relaxing moments he can in between workdays so one day he can have that same, peaceful feeling for the rest of his life.

Mark Apolenis

Financial Adviser

Mark Apolenis

Financial Adviser

Mark knew early in life that he wanted to help people achieve financial freedom. He graduated in 2004 from Salisbury University where he received a duel major in Corporate & Personal Finance, Certified Financial Planning. By leveraging the latest technology to enhance his client’s experience without giving up the human connection, Mark is able to help clients crystalize their personal and financial goals to create a plan that preserves and achieves what is most important to the client and their family.

Mark is a fully licensed Financial Advisor holding his series 6, 7, 63 and 66 licenses. Mark has also qualified for the prestigious Million Dollar Round table consecutively since 2013, the industry-worldwide organization recognizing the top producers in the world. Mark is evolved in the Anne Arundel Estate Planning Council as well at the Eastern Shore Association of Insurance and Financial Advisors.

Mark lives with his wife, Karen and their two girls on the Eastern Shore of Maryland and services clients from Annapolis to the Maryland and Delaware Beaches. When he is not working you can find him spending time at the beach, playing golf, volunteering through the local Lions Club, or being a dance dad for his girls.

Wayland Fincher

Financial Services Professional

Wayland Fincher

Financial Services Professional

Wayland attended Portland State University to study Music and Sociology. He earned his Associates Degree in Criminal Justice from Lane Community College, Eugene Oregon.

He joined New York Life in November 2001. During his 18 years, he has received his CLU® (Certified Life Underwriter), ChFC® (Chartered Financial Consultant), CASL® (Chartered Advisor for Senior Living), RICP® (Retirement Income Certified Professional), CLF® (Chartered Leadership Fellow) and LUTCF (Life Underwriter Training Council Fellow) designations from the American College, holds the CLTC (Certified in Long Term care) designation and FINRA securities licenses 6, 7, 26, and 63.

Wayland is an Oregon native, but currently lives and works in Pennsylvania. He enjoys living in the country and working on his property with his wife, Jill. They are both veterans – Wayland is Navy Submarine Service, Jill is Air Force. After the military, he spent 12 years in Law Enforcement as a Deputy and a Sergeant for Lane County and Jackson County Sheriff’s Departments (respectively) in Oregon. He has been the Development Manager in Harrisburg, PA, Salem, OR, and Anchorage, AK and Baltimore, MD for New York Life. During that time, he spent the last 4 years as Sr. Director of Development.

He enjoys collecting antique toys (Teddy Bear Rescue), working on stained glass, antique cars, working in his rose garden and loves classical and jazz music. They have four grown children and five grandchildren living in Oregon and Texas.

Penny Kulawiak

Director of Operations

Drew Headshot

Penny Kulawiak

Director of Operations

Penny Kulawiak has been with the company since 2005. Her roles within the company extend over a wide range of duties and include scheduling appointments, answering client questions, completing service work, preparing for appointments, processing applications, and more. Penny serves as an office facilitator, a customer service representative, advisor assistant, and a general overseer of all areas within the company. Penny is passionate about her work because of the relationships she is able to build with the company’s clients. As the office manager, Penny is able to demonstrate the importance of a partnership with the firm, help protect the families of the clients, play a role in the financial stability of each client, and grow with them as if they were part of her family.

In 2003, Penny married her childhood friend, Chad Kulawiak. Together they have two children, Ethan and Kylee and love to spend time with them. As a family they enjoy camping, boating, and riding their motorcycle. Both children are very active and love playing hockey, along with other sports. Penny loves to stay involved as the team manager of the hockey team, as well as being involved in the community through the local Ravens Roost fundraiser, as a school volunteer, and as a member of the community association.

Hannah Adams

Director of Client Relations

Drew Headshot

Hannah Adams

Director of Client Relations

Hannah Adams joined the firm in August of 2017. She graduated from the University of Tennessee in 2015 with a degree in Hotel and Tourism Management. After graduation, she found herself in a position at State Farm as an Office Manager. She worked in the insurance industry for two years before being introduced to Mark Apolenis and his team. Since then she has worked for the firm as a client relations specialist, new account manager and executive assistant.

Hannah was born & raised in Tennessee. She married her college sweetheart, Robert Adams, in September 2017. When they’re not at work they enjoy spending time with their dog, Toby, boating and traveling.

*Financial Planning offered through Jason Apolenis, Bradley Burton, Samuel Froehlich, Aaron Jones, Michael Scheeler, Matthew Worthington and Kingsley Davis affiliation with Eagle Strategies LLC, A Registered Investment Adviser.

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