About Us
We provide highly personalized service to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Investment Advisors, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.
Our goal is to help you make the most of what you have and to educate you along the way to help you make the best decisions you can.
Our goal is to help you make the most of what you have and to educate you along the way to help you make the best decisions you can.
Thomas Dellinger- President
I am a native of Northern Virginia, reared in the town of Vienna, with twin brothers whom are a year older than me. I was raised by loving parents and taught through athletic upbringing that the team is more than the individual. Some of my most effective education was gained between the white lines on the baseball diamonds of my youth. I graduated from Oakton HS in 1974 and American University with a BSBA (double major in finance and marketing) in 1978. I entered the financial services industry in March of 1979 and am currently with the independent broker dealer, Osaic Wealth, Inc. I embraced long-term contrarian value based investing many years ago and more recently have incorporated long-term care and estate planning into the practice to a greater extent. Long Term Care and Estate Planning are at the top of our priorities and is invaluable to our client base. I feel strongly that wealth distribution and wealth preservation are just as important as wealth accumulation. Our office is a historic building in old town Herndon, Virginia, which is a short commute from my residence in Great Falls where I live with my wife Naomi and our two dogs Luke (a boxer) and Tomo (an English bulldog). We are the very proud grandparents of Adrian, age 2, and Elle, age 1. I take on the happy role of spoiling them with trips to the local ice cream shop and helping them push the wheel barrel around the yard. |
Kate Okusa- Investment Advisor
I have been working with Tom and in the investment industry since 2006, which is getting farther and farther away from me. I really love what I get to do for clients and love being able to help people reach their financial goals. I live near Tom, my stepfather, and Naomi, my mother, in Great Falls, Virginia. I am also Mommy to Adrian and Elle Okusa (ages referenced above). When I am not running after them, I research mutual funds and binge watch TV shows. Mostly I am grateful to be a parent to two wonderful, small people. |
Kiri Pugh
Native of NoVA and George Mason graduate (2010). I've been working for Tom and Kate since 2012 and am so grateful to have bloomed where I was planted. I passed my Series 7 and Series 66 in 2021 and am learning the "other side" of the business. I do my best to help each and every client with any need they have, big or small, financial or not. I also make sure we are in line with the increasing number of compliance regulations that are passed by congress. In my spare time I love to make elaborate dishes, travel every chance I get, and spend time with my family. Little known fact about me is that I also help run a family business raising and selling cattle on my maternal families ranch in Northern Nevada. Never thought cattle baron would be added to my resume, but here we are! |
Hiroko Takeuchi- Office Manager*
Hiroko was born and raised in Tokyo, Japan, has lived in 4 different states, including the last 10 years here in Virginia. She graduated with a BA in International Studies with an emphasis on Communications from Brigham Young University Hawaii. She likes to interact with people and understanding their varied cultural backgrounds. She is very excited to be working and expanding her knowledge at Dellinger Wealth Management every day.
* Not registered with Osaic Wealth, Inc.
Hiroko was born and raised in Tokyo, Japan, has lived in 4 different states, including the last 10 years here in Virginia. She graduated with a BA in International Studies with an emphasis on Communications from Brigham Young University Hawaii. She likes to interact with people and understanding their varied cultural backgrounds. She is very excited to be working and expanding her knowledge at Dellinger Wealth Management every day.
* Not registered with Osaic Wealth, Inc.
Chad Stallard- Client Services*
Chad was born and raised in a small town in Southwestern Virginia and graduated from Radford University with a Bachelor's of Business Administration. I moved to Northern Virginia 20+ years ago for a career. I love spending time with my wife, Caron, and my two girls, Rylee & Addyson...and Chesney, our English Staffordshire Bull Terrier.
*Not registered with Osaic Wealth, Inc.
Chad was born and raised in a small town in Southwestern Virginia and graduated from Radford University with a Bachelor's of Business Administration. I moved to Northern Virginia 20+ years ago for a career. I love spending time with my wife, Caron, and my two girls, Rylee & Addyson...and Chesney, our English Staffordshire Bull Terrier.
*Not registered with Osaic Wealth, Inc.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AZ, AK, AL, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MO, NE, NV, NJ, NM, NY, NC, SC, OH, OR, PA, SC, TX, UT, VT, VA, WA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AZ, AK, AL, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MO, NE, NV, NJ, NM, NY, NC, SC, OH, OR, PA, SC, TX, UT, VT, VA, WA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.