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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, CLU

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...

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Elizabeth Watkins, CMB, ADFA

Administrative Representative

Alpha Omega Wealth Partners  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 Alpha Omeag Wealth Partners, a...

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Russell N. Hadley, CFP

Managing Partner

Alph Omega Wealth Partners- 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...

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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...

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Sharon Murray

Operations Manager

Alpha Omega Wealth Partners Sharon is the Operations Manager at Alph Omega Wealth Partners and one of Zircon Financial Service’s trusted partners. She’s been working in the financial industry for 26 years, and...

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Ellen Clay

Administrative Support