Meet the Medallion Team

Dan SearlesDAN SEARLES
CFP®, CSA®, RFC®, CEP®
Dan@MedallionGroup.com

Co-founder and Partner of Medallion Financial Group, Dan Searles is an Certified Senior Advisor™ (CSA®), and CERTIFIED FINANCIAL PLANNER™ professional. Dan is an Investment Adviser Representative and a Registered Representative with Securities Service Network Inc., [More]

   

 

 

John StohlmanJOHN F. STOHLMAN
MS, CFP®, CLU®, ChFC®, RFC®
John@MedallionGroup.com

Owner and Partner of Medallion Financial Strategies, Inc. John Stohlman has achieved the following distinguished designations: CERTIFIED FINANCIAL PLANNER™  which covers coursework in estate, investment, retirement, tax, and insurance planning... [More]

 

  

 

Laura Searles StohlmanLAURA SEARLES STOHLMAN
CFP®, CSA®, CEP®, RFC®
Laura@MedallionGroup.com

Owner and Partner of Medallion Financial Strategies, Inc., Laura Searles Stohlman has been serving her clients since 1983.  As a local Gaithersburg financial advisor, she has extensive experience helping individuals plan out their goals and dreams for retirement... [More]

 

 

REGISTERED ASSISTANTS

Josh Brunner, Assistant to Dan Searles, Josh@MedallionGroup.com

JR Robertson, Assistant to John Stohlman, JR@MedallionGroup.com

Suzanne Wheeler, Assistant to Laura Stohlman, Suzanne@MedallionGroup.com

 

ADMINISTRATIVE STAFF

Info@MedallionGroup.com

Lana Dove

Marie Michur

Zarine Ranji

Jane Salter

 

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investment products and services available only to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, ME, MD, MA, MI, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, TX, WV, WI.

Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.  These services are available only to residents of DC, DE, MD, MT, NH, NY, NC, PA, SC.