BFS- Blueprint for Financial Success

We are excited to welcome Alejandra Hill to the BFS team as we continue growing our advisory group. Alejandra works with individuals and families to explore strategies that support long-term financial priorities. Her focus includes retirement planning concepts, education funding considerations, and protection planning discussions.

Alejandra is committed to helping clients navigate financial decisions with greater confidence and clarity.

We are thrilled to have Alejandra as part of the BFS family and look forward to the positive impact she will make for our clients and community.

We are pleased to introduce Zachary T. Jenkins as part of the growing advisory team at Blueprint for Financial Success (BFS). Zach believes thoughtful financial planning begins with listening and understanding what matters most to each family. His approach centers on building structured, long-term strategies designed to support evolving goals over time.

He is committed to providing education, clarity, and relationship-driven guidance, helping clients make informed decisions with confidence. We are excited to welcome Zach and the experience, professionalism, and perspective he brings to our expanding team.

Building wealth is one step. Preserving and coordinating it across generations is another.

Adham Sabek, MBA, Financial Advisor, works with individuals, families, and business owners on strategies related to retirement income planning, wealth coordination, business succession, and estate planning considerations.

He is passionate about financial education and helping people think strategically about their long-term financial structure. We are proud to have Adham as part of the BFS team and value the perspective he brings to the clients and families we serve.

Financial clarity often comes from structure, especially when family dynamics and long-term care considerations are involved. We are pleased to introduce Josh Gonzalez as part of the growing BFS advisory team.

Josh works closely with families, estate planning attorneys, and fiduciaries to develop coordinated strategies designed to preserve wealth, enhance estate liquidity, and protect vulnerable beneficiaries. His areas of focus include special needs planning, trust-owned life insurance strategies, charitable annuity planning, and solutions that align retirement assets with multigenerational objectives.

Josh’s approach emphasizes thoughtful analysis, careful coordination with legal and tax advisors, and long-term planning designed to support both family legacy and financial stability.

Continuing our team introductions, we are pleased to highlight Azza Abou Alshamat, our Licensed Service Assistant.

Azza supports both our clients and advisors, helping ensure every interaction is organized, responsive, and seamless. She brings over six years of experience in client service and operations, including four years managing service teams, along with a strong solutions-focused mindset.

We are grateful to have Azza as part of the BFS team and appreciate the dedication and perspective she brings to our clients every day.

Clarity in financial planning is often supported by precision behind the scenes. We are delighted to introduce Matthew Dawson, the newest member of our growing Blueprint for Financial Success (BFS) advisory team.

Matthew joins us as a Financial Advisor, bringing nearly a decade of experience with firms including Edward Jones and Prudential.

With a background in investment management and client service, he focuses on thoughtful planning, organization, and helping deliver a seamless client experience.

We are excited to have Matthew on the team and look forward to the impact he will make for the clients and families we serve.

Strong advisory firms are built on strong leadership. We’re proud to introduce Ali Atwi, Managing Director at Blueprint for Financial Success (BFS).

Ali oversees team development, business growth, operations, and compliance — helping ensure our firm continues to scale with focus and discipline.

With 15 years of leadership experience at HSBC, most recently as VP, Wealth Center Manager overseeing Tysons and Washington, D.C., he brings a perspective shaped by both high-performing team leadership and client-centered strategy.

His focus at BFS is clear: operational excellence, structured growth, and building a disciplined, relationship-driven culture centered on delivering an exceptional client experience and long-term impact.

We’re excited for what’s ahead.

Financial independence is a goal many of us strive for, but it's not always easy to achieve. Life challenges can get in the way and make it difficult to stay on track. However, with determination and hard work, it's possible to overcome these obstacles and reach our goals. We've all been there - facing setbacks and feeling like giving up. But it's how we respond to these challenges that really matters. By staying focused and motivated, we can push through the tough times and come out stronger on the other side. What's your biggest challenge on the path to financial independence?, Achieving financial independence is a journey, not a destination. It takes time, effort, and perseverance to get there. Along the way, we'll undoubtedly face life challenges that test our resolve and force us to adapt. But with the right mindset and support, we can navigate these obstacles and stay on course. It's okay to stumble sometimes - it's all part of the learning process. The key is to keep moving forward, even when the going gets tough. How do you stay motivated on your journey to financial independence?, Overcoming life challenges is a crucial part of achieving financial independence. It's not always easy, but it's worth it in the end. By learning to navigate these challenges and staying focused on our goals, we can build the strength and resilience we need to succeed. We all have our own unique struggles and setbacks, but we can learn from each other's experiences and find ways to overcome them. What's the most significant life challenge you've faced on your path to financial independence, and how did you overcome it?

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May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.