Broker Check

Our Team

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">A Long-Term Partner on Your Financial Journey</span>

A Long-Term Partner on Your Financial Journey

We believe in being more than a financial advisor. We build long-term relationships with our clients that are based on trust, integrity, and tailored advice that meets your unique needs. Based in downtown Dumfries, Virginia, we provide the personalized service of a small firm with the knowledge, experience, and support of a large corporation.

Along with our partners at Lincoln Financial Securities and The Carolinas Financial Network, we provide holistic financial plans that look at the bigger picture, not just at investing. We serve clients both locally and in states across the nation, and are a one-stop shop for every financial planning need. From retirement planning and tax strategies to life insurance and investing, Zircon Financial Services has the knowledge, experience, and skills to guide you on your financial journey—no matter where it takes you.

Dream Courageously. Plan Precisely. Live Positively.

Meet Jo & Our Partners

Jo Powell, MBA, ChFC

Financial Advisor

703-337-2933

703-337-4486

jnwpowell@securitiesmail.com

At my core, I am dedicated to helping people pursue their financial goals and lifetime dreams. For more than 23 years, I have been providing sound knowledge and trustworthy advice to the lasting relationships with the clients who have...

Read more

Elizabeth Watkins, CMB, ADFA

Administrative Representative

The Carolinas Financial Network Elizabeth—or Beth, as she prefers to be called—has been in the financial industry for over 40 years, and is currently the administrative representative for The Carolinas Financial Network, a...

Read more

Russell N. Hadley, CFP

Managing Partner

The Carolinas Financial Network Russell has been in the financial industry for nearly four decades and is currently the managing partner at The Carolinas Financial Network, one of the trusted partners that we work with here at Zircon...

Read more

Sebastian Bunster, AIF

Registered Principal

Lincoln Financial Securities Sebastian is a trusted member of our support team at Lincoln Financial Securities, where he is a principal advisor. He’s been in the industry for 15 years, with time spent working for financial giants...

Read more

Sharon Murray

Operations Manager,

The Carolinas Financial Network Sharon is the Operations Manager at The Carolinas Financial Network, and one of Zircon Financial Service’s trusted partners. She’s been working in the financial industry for 26 years, and...

Read more

W. Brian Groner, CFP, ChFC, CRPC

Registered Principal

Registered Principal, Lincoln Financial Securities Brian has been in the financial industry for nearly four decades, and is one of our trusted partners at Lincoln Financial Securities. He attended Western New England University, and...

Read more