"Every decision we make and every thought we have, whether we know it or not, is predicated on what our values are.  This is why before we make any financial decision, we must first determine what it is we value most."

Brett W. Hagen




Brett has been advising Individuals and Families about financial matters for over thirty five years. His approach is slow, methodical and empathetic. First establishing a warm rapport with clients. Asking questions, to make sure that...

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Gwendolyn Klein

Director of Client Relations

(703) 222-1300

(703) 222-1302

Gwendolyn B. Klein is the Founder of Values Based Patient Advocates. Gwendolyn grew up in Northern Virginia, and lived there until the age of 25 when she moved to Northern California, where she married, and had 2 beautiful boys. Her...

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Sonya K. Prussner

Director of Operations



Whether a business is large or small, public or private, a key to providing excellent service to Clients is enhancing efficiency. As Director of Operations, Sonya is committed to ensuring the Firm functions smoothly. Her belief is that...

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