SOLITUDE FINANCIAL SERVICES - Key Persons
Ariel is a seasoned financial professional, having worked at industry heavyweights before coming to Solitude. She has successfully completed the coursework and testing requirements to become a Certified Financial Planner CFP® Candidate.
Ariel is a 2015 Florida State University graduate (Go Noles!) with a B.S. in Mechanical Engineering. She is a Candidate for CFP® Certification, successfully completing the coursework, and testing requirements for the designation. As Solitude's Wealth Planner, she continues to work towards fulfilling the CFP Board's experience requirement.
Following her graduation, Ariel transitioned to the finance industry as a Financial Processor with Vanguard in 2016, before transitioning to Charles Schwab in 2017 where she was professionally trained and licensed. After gaining experience with Schwab's Retirement Plan Services, Ariel broadened her knowledge of the finance industry at the turnkey asset management platform (TAMP) AssetMark before settling down at Solitude.
As a Candidate for CFP® Certification, she is dedicated and excited to bring her insights, critical thinking skills, passion, and personality to the field by fostering long-term relationships with Solitude's clients to help them reach their financial goals.
Ashley is a 2005 graduate of Southeastern University with a BS in Finance followed by an MBA from the University of South Florida in 2011. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER TM professional.
Ashley has over fifteen years' experience helping people make better financial decisions. He began his career at Merrill Lynch and has spent the last eight years as a fiduciary advisor to high-net-worth families. He brings a well-rounded skill set to Solitude and is excited to grow our mission of providing the best financial counsel in the industry.
A native of Indiana, Ashley went to college and graduate school in central Florida and is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER TM professional. He is an avid reader of history, biographies and other non-fiction. He and his wife have three young children and live in the Westham area of Richmond.
Gene is a 1985 Air Force Academy graduate with a B.S. in Aeronautical Engineering, followed by an MBA received from Penn State University in 1998. He started his career as an Air Force instructor pilot and flight evaluator, and currently flies for a large US International Air Carrier. He started a financial consulting firm in 2005 to begin to fill the void for high quality investment advice focused on well-paid professionals. In 2011 he created Solitude Financial Services, a Registered Investment Advisory firm based in Virginia.
Jet brings over 18 years of experience in Management. She assists in variety of tasks, but numero uno is taking care of client needs. A Candidate for CFP® Certification, she functions as Chief of Staff while studying for the exam. Read more
Jennifer "Jet" Kidd Finneran is a 2019 Piedmont Virginia Community College graduate with a A.S. in General Studies followed by a Bachelor of Science in Criminal Justice from Liberty University in 2020. Jet brings over 18 years of administrative experience in Management. She assists in variety of tasks, but numero uno is taking care of our clients' needs. Jet also works closely with all of Solitudes' Wealth Advisors and the Chief of Financial Planning. She is responsible for the day-to-day operations of Solitude Financial Services office and directs all administrative activities.
As an education addict Jet continues to strive to improve herself and her skill set. She has successfully completed the coursework to become a Certified Financial Planner ™. She is currently a Candidate for CFP® Certification and continues to work as Chief of Staff while studying for the exam.
Away from work Jet enjoys time on her patio, at the beach and with her husband and three daughters. She lives in the Charlottesville area.
Job Titles:
- Chartered Financial Consultant
- Wealth Advisor
Michael is a 2008 graduate of the US Air Force Academy in Colorado Springs, Colorado with a Bachelor of Science degree in Social Sciences. During his tenure in the US Air Force, Michael completed a certification in Contracting and Program Management from the Defense Acquisition University, and in 2011 earned a Master's degree in Contract Management from American Graduate University.
After honorably serving, Michael participated in a 2015 mentorship with a hedge fund, before joining Schwab in 2016. While with Schwab, he completed the licensing requirements for the Series 7 and Series 63 in 2017, and Series 66 in 2018. He gained experience on the brokerage and trading floor before transitioning to a more holistic wealth management position within Schwab Private Client Advisory in 2018. Michael joined Solitude Financial Services as a Wealth Advisor in 2019 where he remains presently.
Michael is a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional.