Who We Are
Preston Wealth Advisors is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. We provide comprehensive financial planning and asset management. We’re customer-centric, viewing our clients as our partners, and are proudly located in Reston, Virginia.
We help our clients protect their assets and grow their wealth, all while building enduring relationships in the process. Our business got its start as a partnership between our two founders, and partnership remains the bedrock of how we approach our work. We take intense pride in listening to the needs and aspirations of our clients.
Theodore J. Doremus
CEO, CCO, & Portfolio Manager
TJ co-founded Preston Wealth Advisors with the vision and leadership to help high-net-worth individuals manage, grow, and protect their assets.
Gregory D. Mattingly, CFP®
CFO & Managing Partner of GovCon Funds
As CFO and co-founder of Preston Wealth Advisors, Greg is instrumental in leading all client financial planning and the management of GovCon Funds.
Peter Baker
Senior Wealth Advisor
Peter offers decades of experience in providing tailored financial planning and investment management to high-net-worth individuals and entrepreneurs.
Nasir Qazi
Operations Manager
Nasir manages all client needs and serves as the firm’s first point of contact.
Tiffani Lee, FPQP
Client Services Associate
Tiffani is a point of contact for the firm and executes critical functions within Client Services.
Lucas W. Hodge, MPA
Director of Operations & Associate Wealth Advisor
Lucas is tasked with enhancing daily operating systems, developing organizational management practices, and ensuring a culture of outstanding corporate ethics and regulatory compliance is fostered at the firm.
