Our Team

Experienced. Qualified. Genuine.

We speak with one voice.

Every advisor at Salomon & Ludwin will be involved in the analysis of your individual needs.

We believe that all of our clients should benefit from our collective experiences, knowledge and expertise, such as:

  • Decades of working with clients through bull and bear markets including recessions, market halts and crashes.
  • Rigorous education and training to acquire advanced professional designations that focus on retirement income, planning, high-net worth client needs and analytics.
  • Creation of patented software to implement common sense and logic when investing.
  • Educating clients on topics including the effects of negative compounding, the roles of specific investments and the importance of understanding risk and cash flow needs.

We are a close-knit group who enjoy creating meaningful and lasting relationships based on trust and accountability.

My relationships with clients are the most gratifying when I am able to hold the worry and fear they have when concepts or problems feel complicated and overwhelming.

Dalal - Edited
Dalal Salomon

CFO, Founding Partner

Why I became a Financial Advisor

I was never a “money-motivated” person – not in the “I want to buy the biggest house, drive the most expensive car or impress people” kind of way. But because from a very young age, I have been financially taking care of myself, I understood the importance of financial security and independence. When I was recruited by a financial planning firm in Washington, D.C. in my early 20s, I quickly realized that this was my calling. I had a real knack for being able to put myself in the shoes of my clients and an ability to find solutions to help them achieve their own financial goals.

What I love about my job & working with clients

I love making sense of things; to solve problems. My relationships with clients are the most gratifying when I am able to hold the worry and fear they have when concepts or problems feel complicated and overwhelming. And then, with proper planning and clear direction to be able to take that fear and worry away is, by far, my biggest professional joy. I suppose it all boils down to making a real difference in people’s lives. That’s what I love most.

Something that may surprise you

I come from a working class family and I am an immigrant. I left home at 17 to put myself through college and have never asked anyone, including my family, for financial help. I think this is why, for me, I take financial security so seriously.

Education & Experience

BS from Michigan State University. Dalal began her career in financial services in 1984.

Get to Know Me

Junior Achievement Hall of Fame with Kim and Jacob

Habitat for Humanity Women’s Build

My Mom & Dad

I believe that most things in our industry can be improved with more data, organization of that data, and practical application of that data.

Dan Ludwin
Daniel B. Ludwin

President, Founding Partner

Why I became a Financial Advisor

I grew up around the financial services industry through my father. It was a large part of my youth. I studied economics in college and enjoyed the concepts associated with the economy, markets and statistics. I was then blessed to have the opportunity to learn from some of the smartest and most passionate people in the brokerage industry. My knowledge, passion and curiosity exploded!

What I love about working with clients

There are several reasons why I love what I do. I believe that I serve a critical role in serving our clients and their families. Because of the depth of our discussions, planning and oversight, I often know more about our clients and families than most others. Understanding the things that really matter to each and every client is a significant responsibility and can be emotional, but I believe it is what makes me more effective at serving their needs. I always want to put myself in each client’s shoes, and the more I know, the better I am.

Something that may surprise you

While this may not be a complete surprise, I love solving problems. I am a geek at heart and love computers, data and analytics. I believe that most things in our industry can be improved with more data (information), organization of that data, and practical application of that data.

Education & Experience

BA in Economics with an emphasis on International Business from The Ohio State University. Dan started in financial services in 1995.

Get to Know Me

My wife, Amy & I celebrating at David Staples’ wedding

Girl and boy embracing on a beach

My kids, Caroline & Jack

Father/son trip to New York with Jack

Trying a yoga move on my 32nd golf hole of the day

Supporting my coworkers to make sure our clients have an unmatched, best-of-the-best experience is by far the thing I look forward to the most.

Headshot of Jacob Salomon
Jacob Salomon

CCO, Partner
CERTIFIED FINANCIAL PLANNER™

Why I became a Financial Advisor

I have constantly been surrounded by the financial services industry and have been lucky enough to have such an amazing mentor in my mother. From a young age, I would listen to her talk about all the lovely clients and families that she was able to help. I would read all the thank you cards, emails, and letters of appreciation that she received through years, and I saw and internalized the true joy that it brought her, knowing that she had made a real impact on someone’s life. It was at that point, very early in my life, that I realized what an amazing privilege, opportunity, and career it is to be able to help make a real difference for others. It’s never been about the dollars and cents to me; I’ve always wanted to be a Financial Advisor to help people because that’s the example I’ve always been shown.

A Favorite Part of my Job

I really enjoy being a part of the innovative, creative energy at Salomon & Ludwin. We are constantly challenging each other and the industry with forward-thinking ideas for how we service our clients. I love being able to not only participate in idea generation but to take our collective ideas and make them a reality. Supporting my coworkers to make sure our clients have an unmatched, best-of-the-best experience is by far the thing I look forward to the most.

Something that may surprise you

It’s my pleasure to be involved with the national non-profit, Minds Matter, for the past six years and counting. Minds Matter is a highly successful, three-year comprehensive program that empowers high school students from low-income families to achieve college readiness and success. Minds Matter has branches across the country and touts a 100% acceptance rate for their students at colleges around the US. Most of these young adults are first-generation college students, and it’s been an honor to mentor, advise them through the college admissions process, and become close friends with many on Saturday mornings throughout the past several years.

How I like to spend time outside of the office

My favorite hobby is most certainly seeing live music – from classic rock to bluegrass to jazz and everything in between. Seeing music is my happy place, and I even love traveling to experience different venues and artists. I always have a song or band recommendation, but I’m constantly expanding my musical taste by learning from other people and cultures!

Education & Experience

BA with a Double Major in Economics and Spanish from the University of Virginia. Jacob started in the financial services industry as an intern with Salomon & Ludwin in 2011 and also interned with NASDAQ in NYC. He has earned the Certified Financial Planner™ designation.

Get to Know Me

Three men posing in winter gear

Preparing to explore the fjord in Norway

Jacob holding a baby while sitting on a couch

Hanging with my newest cousin!

Three men posing for picture in business casual attire

Celebrating Minds Matter graduation with my mentee, Jonathan

What makes my job even better is when our clients are so excited that they bring in photos or invite you to big events to celebrate another milestone.

David Staples Financial Advisor Richmond VA
David Staples

Senior Advisor, Partner
CERTIFIED FINANCIAL PLANNER™
Certified Private Wealth Advisor®

Why I became a Financial Advisor

My father worked in the financial services industry for over 40 years. Since I can remember, I have been privy to stories and information about the stock market and the economy, and this piqued my interest at an early age. As fascinated as I was about the markets, the real reason I wanted to be a Financial Advisor is because I find a great amount of joy and happiness in helping people accomplish their goals. The markets will go up and down, and I have accepted that I can’t predict or control them. But what I do know is that I can work to increase a client’s probability of success in living the life they envision. I can help them achieve financial goals that they thought were out of reach. I can open their eyes to their future and their next phase of life. I can walk with a client through the difficult times of their lives and give them confidence that they will successfully make it through to the other side. Why did I become a Financial Advisor? I love helping people.

What I love about working with clients

Every client is unique. Each person that we work with values and prioritizes things differently. What I love to do is uncover what is most meaningful to that person or family. Identifying the priority helps me understand what the client needs and the best route to achieve their goal.

My favorite part about working with clients

The uniqueness of each client. Of the hundreds of clients we work with, no two are the same. This creates an opportunity to learn what each client values and, through our relationship, build a plan to achieve their financial goals. Whether it involves helping their children/grandchildren, retiring early, traveling the world, or creating a legacy through charitable giving. Listening and understanding what each client is trying to achieve allows me to develop a deep understanding of not only their financial situation but of who they are as individuals and as families.

Something that may surprise you

I grew up spending all my time on the baseball field, but as my MLB dreams dwindled, I transitioned my athleticism to the golf course. There is nothing better than the peace and calm I find on the course (when I finally hit a good shot!) Off the golf course, you will find me enjoying Richmond with my family (which almost always includes the Salomon & Ludwin office dog, Louie) and friends. During the Fall and Winter, my Midwest roots come out to cheer on the Green Bay Packers. Many people do not know that my son and I own stock in the Packers, which technically makes us NFL owners.

Education & Experience

BBA in Marketing with a Minor in Economics from James Madison University. David has earned the Certified Financial Planner™ and Certified Private Wealth Advisor® designations. He started in financial services in 2009.

Get to Know Me

David with father and son at golf course

3 Generations of Golfers

Selfie of David and family

Kate, Mark, and S&L Office Dog, Louie

David with wife and son

Celebrating Mark’s School Award

David and friend at golf course on beach

#7 at Pebble Beach

My goal is to empower clients by providing them with the key information they need to make the big choices and coordinate the steps needed to make them happen.

Allison Gregory
Allison Gregory

Senior Advisor

Why I chose a career in financial services

I’ve personally experienced the effect on legacy and generational wealth that can occur when families get overwhelmed with the complexities that can come with money. Often, critical decisions are left unmade or are made without understanding the full impact on families over time. My goal is to empower clients by providing them with the key information they need to make the big choices and coordinate the steps needed to make them happen.

My favorite part about working with clients

Every client is unique. I love learning about each one’s path to where they are now and their hopes for the future. I get excited about using my experience to help them along that journey each day.

How I like to spend time outside the office

I enjoy spending time with family and friends, as well as my menagerie of animals. On any given weekend, I am out enjoying the beautiful Virginia countryside by horseback or on foot, checking out the local festivals, or finding an opportunity to volunteer.

Something that may surprise you

I geek out about reading estate planning documents! Helping clients understand how they operate and ensuring they are still in alignment with their current goals is incredibly rewarding.

Education & Experience

BA from Centre College and JD from Campbell University. Allison began her career in Financial Services in 2000.

Get to Know Me

On horse: Riding across a Lough in Ireland

Riding across a Lough in Ireland

dogs

Lucille and Trace making sure no squirrel goes unnoticed

Niece & sister: Enjoying a sunset cruise in Turks and Caicos with my niece Lane and my sister Devin.

Enjoying a sunset cruise in Turks and Caicos with my niece Lane and my sister Devin

Beth's pup, Mabel

My stepfather and mom on our annual New Year’s trip to Wintergreen

My goals each day are to make my teammates’ jobs run smoothly from an operational standpoint and to effectively share details about our people and services, so clients and prospects can make informed decisions with confidence.

Beth Pettler, Chief Operating Officer
Beth Pettler

Chief Operating Officer

Why I chose a career in financial services

Shortly after college, I was placed by a temp agency at Wheat First Butcher Singer. I loved the fast pace and the personalities of the people who seemed to be drawn to the industry: competitive, team-oriented, and results-driven. Throughout the years, I worked in operations, marketing, compliance, and many other roles.

These experiences taught me how much I enjoy creative problem-solving, clear communication, and successful plan execution. My goals each day are to make my teammates’ jobs run smoothly from an operational standpoint and to effectively share details about our people and services, so clients and prospects can make informed decisions with confidence.

Something that may surprise you

I’m obsessed with music! I spend my free time traveling to hear bands, symphonies, musicals, sound bowls – you name it! I’m happiest when tapping my toes to a beat.

Education & Experience

BS in Business Administration with a concentration in Marketing from Longwood College. Beth began her career in financial services in 1994.

Get to Know Me

Woman and man standing in front of a photo backdrop with medals hanging around their necks.

With my kids

On a skyscraper in New York ringing the bell at the Nasdaq

On a skyscraper in New York ringing the bell at the Nasdaq

rafting

Rafting on the Gauley River in WV

Beth's pup, Mabel

My pup, Mabel

No day is ever the same, no market is ever the same, and that fuels my need to learn.

John Harper
John Harper

Director of Investment Strategy
Chartered Financial Analyst®

Why I chose financial services as a career

I used to follow stocks and investing with my dad as a 12 year old. I even asked for a share of stock for Christmas. I enjoy the numbers and the constant challenge of understanding what is going on and where we are going. No day is ever the same, no market is ever the same, and that fuels my need to learn.

My favorite part of the job

What other job is at the crossroads of current events and the inner workings of commerce and the engine of growth? I love the learning side of it. I enjoy supporting our team and our clients with knowledge, systems or data to help achieve goals and objectives.

Something that may surprise you

Microsoft flew me and some colleagues to showcase an application for financial advisors. During that trip, I had the chance to meet Bill Gates. It was a brief encounter with a short conversation, but for the inner geek, it was a dream come true.

Education & Experience

BBA from the College of William and Mary and an MBA from Wake Forest University. John began his career in Financial Services in 1992. He has earned the designation of Chartered Financial Analyst®.

Get to Know Me

Dan Ludwin and John celebrating Ashleigh's wedding

Celebrating Ashleigh’s wedding

Three people standing together at a conference indoors

Learning with the team at a conference

I have to admit that my favorite part of the job is being a problem solver.

Ashleigh Hensle
Willene Bellamy

Director of Operations

Why I chose financial services as a career

In 1993, I set a personal goal to find an opportunity at Wheat First Butcher Singer to start my career. It was one of the best and most rewarding goals I’ve ever set. I’ve loved being on the Brokerage Operations side of the business, and specifically Advisory Services, for over 30 years. I’m still enjoying and loving my career in this field!

My favorite part of the job

I have to admit my favorite part of the job is being a problem solver. I’ve assisted Financial Advisors, Client Assistants, Money Managers, team members, and more to ensure client accounts are accurate from reconciliation, trading, performance reporting, and providing accurate composites and statements.

How I like to spend time outside the office

I love gospel music, reading, and listening to books on Audible.
I’ve been in a wonderful book club for nine years with amazing friends. Additionally, I was previously a Director and Editor for my home church’s weekly broadcast. I also love spending time with my husband and lovely daughters as we watch them grow into wonderful adults.

Education & Experience

Studied at Virginia Commonwealth University and Virginia Union University. Willene started in the Advisory and Brokerage Operations industry in 1993. Before joining S&L, Willene held positions at Wheat First Securities, Wachovia Securities, RiverFront Investment Group, and most recently at Wells Fargo Advisors as an Executive Director and Operations Senior Manager.

Get to Know Me

Willene's daughter Amber's Debutante Ball

My daughter Amber’s Debutante Ball

Celebrating our wedding anniversary

Celebrating our wedding anniversary

My daughters, Amber & Lauren

My daughters, Amber & Lauren

One of our favorite vacation destinations

One of our favorite vacation destinations

I love the work environment at Salomon & Ludwin, and feeling like a valued member of such a great team.

Ashleigh Hensle
Ashleigh Hensle

Senior Client Relationship Associate

What I love about my job

I love this job because I can personally connect with people all day. Every client has their own unique needs and desires, so I am constantly learning and being challenged. Developing strong relationships and learning about people’s life journeys makes me feel like my job is and will always be meaningful and interesting. I love the work environment at Salomon & Ludwin, and feeling like a valued member of such a great team.

Something that may surprise you

I really enjoy being creative and trying new, challenging projects. I always have knitting or sewing in the works; love planning parties; have renovated two houses with my husband; and we’re always adding something new to our home project lists!

Education & Experience

BA in Global Affairs from George Mason University. Ashleigh began in financial services in 2013.

Get to Know Me

Our Wedding Day

Ashleigh and her Family - Chris, Clive and Sidney

My Family – Chris, Clive and Sidney

Ashleigh with her Grandfather at her sister's wedding

With my Grandfather at my sister’s wedding

Ashleigh visiting her hsuband at the firehouse

Visiting Dad at the firehouse

It has always been my passion to be an advocate for people, especially during stressful times in their lives.

Elizabeth Kruger, Client Service Associate
Elizabeth Kruger

Senior Client Relationship Associate

Why I joined Salomon & Ludwin

It has always been my passion to be an advocate for people, especially during stressful times in their lives. My background is in the auto repair and insurance industry. I was excited to be challenged by a new career, but one with the opportunity to continue to build relationships and make a difference. It is these connections that make my job so rewarding.

Something that may surprise you

I have traveled all over the United States touring vehicle manufacturing plants, automotive paint facilities, and even the Insurance Institute for Highway Safety. I am naturally curious and love to dive deeply into studying and learning. I look forward to applying that to my role as a Senior Client Relationship Associate.

Education & Experience

BS in Mass Communication with a concentration in Public Relations from Virginia Commonwealth University. Elizabeth started her career in financial services in 2021.

Get to Know Me

Deep sea fishing

July 4th with my husband Eddie

Walking on the beach with my father

Dinner with my parents

Being part of a valued team that focuses on delivering exceptional service and client success is incredibly rewarding.

Amanda Garnett
Amanda Garnett

Senior Client Relationship Associate

Why I joined Salomon & Ludwin

Before beginning my career in financial services, I gravitated toward roles that allowed me to work directly with customers and make a meaningful impact. I enjoy building relationships and understanding individual needs, which is essential in an industry that requires trust and personalized service. Being part of a valued team that focuses on delivering exceptional service and client success is incredibly rewarding.

How I like to spend time outside of the office

The outdoors is my happy place, especially the mountains. I love them so much that I lived in Oregon and Colorado just to be closer! Most weekends, you’ll find me hiking, biking, kayaking, or exploring new areas and activities while camping in our RV. I’m always up for an adventure and will try anything once or twice. I’m also a trivia nerd and have won several trivia bowls.

Education & Experience

BA in Business Administration from Strayer University and AA in Criminal Justice from ECPI. Amanda began in financial services in 2011.

Get to Know Me

My boyfriend David and me at Yellowstone National Park

Amanda and David kayaking around glaciers

Kayaking with glaciers in Iceland

Our adventure set-up, aka Clifford & Wall-E

Our adventure set-up, aka Clifford & Wall-E

Amanda hiking in Colorado

Hiking in Colorado

I take immense pride in fostering strong, trusting relationships, allowing me to provide tailored support.

Kathryn Winfree
Kathryn Winfree

Senior Client Relationship Associate

My favorite part of the job

My favorite part of the job is helping clients, especially during difficult moments in life. I take immense pride in fostering strong, trusting relationships that allow me to provide tailored support. It’s about making meaningful connections and ensuring clients feel valued and supported every step of the way.

Something that may surprise you

My husband and I have built 3 homes and remodeled 2 of them. From running electrical wires throughout the house to deciding the perfect placement for a light switch, we’ve been involved in every step of the process.

Education & Experience

AS in Applied Science from ECPI University. Kathryn started her career in financial services in 2005.

Get to Know Me

With my husband, Mike, and daughter, Sydney at a friend’s wedding

With my husband, Mike, and daughter, Sydney at a friend’s wedding

With our dog Penny

With our dog Penny

At Disney with my daughter

At Disney with my daughter

We’re Personally Invested.

We don’t delegate managing your money to people you don’t know.

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