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

The reason I wanted to become a financial advisor is because I want to help people. I love learning about the economy and the stock market but what really drew me to this industry is the relationship your build with each person/family. To me, helping people achieve their goals is what I love about being in this business.

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

My favorite part of working with the client’s is watching their specific journey. I get a lot of joy watching our clients achieve something they never thought possible (retiring earlier than expected, planning family trips, paying for college, etc.). What makes my job even better is that when our clients do achieve a goal that they never thought was possible, they share their excitement through stories/pictures during our meetings.

Something that may surprise you

I was born in Milwaukee, Wisconsin and moved to Richmond 30+ years ago. I am a diehard Green Bay Packer fan and I own stock in the team (technically, I am an NFL owner).

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

My family – Kate, Mark & Louie

Not just a fan, I’m an owner!

Kate & I celebrating our friends’ wedding

dog resting on advisor's shoulder

Louie loves joining us at the office

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

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

Finishing a half-marathon with Jen

Three people standing together at a conference indoors

Learning with the team at a conference

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

rafting

My pup, Raleigh

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

Richmond 9/11 Memorial Stair Climb with my husband, Chris

Harvesting Carrots at Shalom Farms

With Chris and Clive on our annual Long Island Trip

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

Client Service 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 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

Let’s Hear About You

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