Align yourself with an independent, fiduciary wealth advisor who can help you identify your most important goals and build a plan to achieve them.

IN THIS SECTION:

Rob Klingensmith
Rob KlingensmithDirector of Wealth Management
With more than 16 years of investment and financial services experience, Rob Klingensmith is charged with managing the strategic direction of PBMares Wealth Management. This includes enhancing growth through increased market penetration and targeted acquisitions within the firm’s footprint in the Mid-Atlantic.

Rob was previously the CEO of Pilatus Bank in Ta’Xbiex, Malta, a private bank catering to high net worth individuals and financial institutions throughout Europe and the Middle East. In his role as CEO, he focused on operations and business development.

Rob has also worked as a Senior Partner for a leading mutual life insurance company, growing and managing a team of advisors, as well as serving as a Managing Director for A&R Capital Partners, a private equity firm. He traveled extensively while at A&R, conducting business in China, Armenia, Spain and St. Kitts & Nevis.

A veteran, Rob spent eight years in the U.S. Coast Guard as an Aviation Survival Technician (Helicopter Rescue Swimmer). He executed search and rescue missions on land and at sea in Alaska and California.

Rob has served on the boards of the Fairfax Symphony Orchestra, Boulder Crest Retreat for Wounded Warriors and The Viola Vestal Coulter Scholarship Foundation. He was featured as the cover story in Wealth and Retirement Planner magazine, writing about leveraging artificial intelligence to drive trading signals.

He enjoys fly fishing, snowboarding and painting. He lives in Gainesville, VA with his two children.

DANIEL J. BENDER, CPA/PFS, CFP®
DANIEL J. BENDER, CPA/PFS, CFP®Co-Managing Director
Dan Bender has 19 years of experience in the financial services industry. Along with his duties related to PBMares Wealth Management, Dan is a partner of PBMares, LLP where he specializes in income tax planning.

Dan is a Certified Financial Planner and a Certified Public Accountant with a Personal Financial Specialist credential. He received a Bachelor of Business Administration in Accounting from James Madison University.

He relocated to Fredericksburg upon graduation and has lived and worked with PBMares in the Fredericksburg office for his entire career. Dan currently lives downtown and actively supports not-for-profits in the local community. When not working, he enjoys spending his free time with his two children.

DAVID E. BUSH, CPA, CFP®, PFS
DAVID E. BUSH, CPA, CFP®, PFSCo-Managing Director
David Bush has been involved with the financial service industry for over 30 years. David offers a unique skill set that combines strong tax knowledge and wealth management expertise. He focuses on creating comprehensive wealth strategies for his clients to help guide them through their financial journey.

David is uniquely positioned to serve high net worth clients. With deep roots in the CPA profession, he has earned the trust of his clients by consistently delivering sound objective advice and serving as a partner with his clients. David values the trust his clients place in him and leverages his tax expertise by combining it with evidence based investment knowledge to create a clear path for clients to achieve their financial goals.

David is a Certified Public Accountant, a Certified Financial Planner and a Personal Financial Specialist. He is a graduate of Virginia Tech where he received a Bachelor of Science in Accounting.

An active member of the Williamsburg community, David serves in leadership positions on numerous civic and charitable boards. David enjoys running, cycling, playing golf and spending time with family.

CRAIG A. ASCARI
CRAIG A. ASCARISenior Advisor, Client Strategies
Craig Ascari has 30 years of experience in the financial services industry. His career in financial services began in investment banking and includes roles in alternative investments, equity capital markets, and wealth management.

Craig’s varied background in financial services gives him a unique perspective in advising clients on their personal financial needs. He especially enjoys working with business owners on ownership transition and retirement planning issues.

Craig graduated from Virginia Tech with a Bachelor of Arts in Economics and earned a Master of Science in Resource Economics from the University of Rhode Island.

Craig is a member of the Professional Advisory Council of Bon Secours Richmond Health Care Foundation and serves on the board of the Financial Planning Association of Central Virginia. He is an active volunteer and has been involved in numerous community service organizations, including the Micah Initiative and Upward Basketball. Craig’s outside interests include cooking, travel, and on rare occasions, surfing on the Outer Banks.

BRAD WILKS
BRAD WILKSSenior Wealth Advisor
Brad Wilks has more than 14 years of experience in the financial services industry. Brad began his career in public accounting, before starting his own financial services firm focusing on wealth management and holistic financial planning.

Brad is a Senior Wealth advisor, providing wealth management advice and risk management planning to clients.

Brad is a former Senior Partner of a large mutual insurance company, where he focused on risk management planning for individuals and businesses. He is a subject matter expert in the area of risk management, specifically, business succession planning, estate preservation, asset protection and overall risk mitigation.

Brad attended Roanoke College and The University of Virginia. He was a goalkeeper for the Roanoke College Men’s Soccer team.

Brad is an active volunteer in his local community and has been a Partner in Hope with St. Jude Children’s Research Hospital for the past 13 years.

Brad is an avid golfer, bourbon collector, and award winning BBQ Pitmaster. He lives in The City of Fairfax with his wife Elaine.

ADDISON POCK, CFP®
ADDISON POCK, CFP®Advisor
Addison serves as an Advisor at PBMares Wealth Management, having joined the organization in 2011. Addison provides financial planning and wealth management advice to individual clients and qualified retirement plans.

Addison is a Certified Financial Planner. He is a Magna Cum Laude graduate of Virginia Tech where he earned a Bachelor of Science in Finance.

Addison is an active volunteer in his local community.

ALEX CRAWFORD, CFP®
ALEX CRAWFORD, CFP®Associate Advisor
Alex serves as an Associate Advisor in PBMares Wealth Management’s Williamsburg office.

Alex is a Certified Financial Planner. In addition, he holds a Life Health and Annuities license in Virginia. Alex graduated from Virginia Tech with a Bachelor of Science in Financial Planning. While at Virginia Tech, he joined the Financial Planning Association and continues to stay involved locally.

CHRISTINE GRAVELLE
CHRISTINE GRAVELLEClient Service Specialist and Compliance Officer
Christine is responsible for the smooth and efficient transition of new client accounts to PBMares Wealth Management. As a daily contact for clients, Christine is responsible for managing and delivering an exceptional client service experience. She works closely with her colleagues to ensure clients receive the best information and attention the firm can provide. Christine exemplifies the team-oriented and personalized approach clients experience at PBMares Wealth Management. She ensures things run well from an operational perspective, but just as importantly, she focuses on developing relationships with each client and meeting their specific needs.

Christine holds a Bachelor of Science from the University of South Carolina. She resides in Williamsburg, VA.

LISA JONES
LISA JONESClient Service Professional
Lisa has been with PBMares Wealth Management since 2007 and oversees all client service and administration functions for the team. She has always enjoyed working with clients to help facilitate the flow of paperwork during the on-boarding process. Lisa has over 25 years experience in administration and client service in the environmental, insurance, construction, and home building industries.

She and her husband raised three children in the Fredericksburg area and now enjoy spending time with their three grandchildren.