Our Team - Experience the Difference

Bradley Sheahan, RFC, ChFC
Senior Financial Advisor
(301) 812-1550
brad@calvertfinancialadvisory.com

Brad is the founder of Calvert Financial Advisory, Inc. With over 30 years of experience in the financial industry, Brad oversees and manages all operations of the company. Brad earned his Chartered Financial Consultant designation from the American College and holds the philosophy that learning must be a daily part of our lives. Outside of work, he can often be found enjoying his family, playing his guitar, or sneaking in an early morning round of golf. Brad's motto in life is "Always look for new adventures and experiences and people to share them with. These are the things that add character to our lives and the things we remember most."

Michael Cox, RFC
Financial Advisor
(301) 812-1550
mike@calvertfinancialadvisory.com

Mike's primary responsibilities include development of Financial Plans, as well as the management of client accounts. Mike holds a Bachelor of Science in Engineering and completed the Georgetown University Financial Planning Program. When not at work Mike enjoys his family, working out, snow skiing, and working with a local youth Group that rebuilds homes each summer in Appalachia. Mike has a keen sense of humor, loves practical jokes, and looks for any opportunity to add humor to someone's life. His life philosophy centers around this theme: "We should try to be served by others as little as possible and to serve others as much as possible."

John Stone
Financial Advisor
john@calvertfinancialadvisory.com

John holds a Bachelor of Science Degree in Finance and assists our Advisors in the management of portfolios. He is passionate in his work and his outside interests which include scuba diving, golfing, and spending quality time with his friends. He hopes to one day revisit Japan where he learned one of his favorite philosophical quotes: "You should use your mind like a mirror: Accept All, Reflect All. Receive, but do not keep."

Tina Whitney
Marketing Director and Client Relations Specialist
(301) 812-1550
tina@calvertfinancialadvisory.com

Tina's responsibilities include event coordination, business planning, and client review reporting. Tina loves and enjoys her family, working out and traveling. As an aspiring wine connoisseur, she hopes one day to travel in the Italian wine regions. She brings a spirited sense of humor to the office and has a fond appreciation for life and all that she has. Her motto in life centers around the famous quote that you must "Dance like no one is watching, love like you'll never be hurt, sing like no one is listening and live like it's heaven on earth."

Jeanie Isreal
Office Manager and Client Relations Specialist
(301) 812-1550
jeanie@calvertfinancialadvisory.com

Jeanie has specialized in client service and support for Calvert Financial Advisory. Her responsibilities include IRA distributions, check, wire, and ACH processing, as well as administration of new accounts. Her sense of humor is contagious and warming to the heart. Jeanie lives in Huntingtown and enjoys her family, especially her grandchildren. Weekends in the summer are often spent at Motocross events where she nervously watches her two sons race their motorcycles. She also enjoys traveling and visiting historical sites. Jeanie lives her life with the philosophy "You can't change your past, but you can change your future. In the end it's not going to matter how many breaths you took, but how many moments took your breath away."

Judy Brightwell
Administrative Assistant
(301) 812-1550
judy@calvertfinancialadvisory.com