Zach Teutsch

Zach founded Values Added Financial to help clients live more fulfilling lives by making wise financial, career, and other life decisions. Before he launched Values Added Financial, Zach developed the first national financial empowerment programs in the labor movement and reached several hundred thousand union members. After that, he joined the Consumer Financial Protection Bureau where he was a subject matter expert on financial education and empowerment. Zach has taught investment and financial planning topics to groups all around the country and has served individual clients for 15 years. His writing has appeared in Vox (link), The Billfold (link, link, link), and Greater Greater Washington (link). He has taught at the Congressional Hispanic Caucus Institute, Brown Alumni Association, National Labor College, Congressional Hispanic Staff Association, DC Bar Association, Tzedek DC, Jews United for Justice, The DCJCC, 6th+I, the National Havurah Institute, and for dozens of unions and union locals. 

Zach lives with his family in Petworth where he is the former chairperson of the Advisory Neighborhood Commission. He is active locally in progressive politics where he is Councilmember Janeese Lewis George’s(link) primary political advisor, a member of the DC for Democracy (link) electoral working group, and is an advisor to the DC Working Families Party (link) . Zach loves parenting, playing ultimate frisbee, baking, and the joy/agony of life as a Philadelphia sports fan. He graduated from Brown University with honors and concentrations in Economic Sociology and Organizational Behavior.  

Ari Weisbard

Ari uses his expertise in estate planning, tax planning, employment matters, investing, buying a home, and many other topics to help clients make wise financial decisions and live more fulfilling lives. Before joining Values Added Financial, Ari spent 15 years working to advance progressive laws and policies at the DC Council, Employment Justice Center, and SEIU.

Ari lives with his family in Petworth. When he’s not providing financial advice, he’s usually playing with his kids, baking, sharing communal dinners, volunteering with Jews United for Justice, or advising on employment and estate issues at the Law Office of Ari Weisbard.

Ari graduated from Harvard College in 2003 and Yale Law School in 2008. He clerked on the Ninth Circuit Court of Appeals for the Hon. Michael Daly Hawkins. Ari joined Values Added Financial in November of 2017 and is a member of the District of Columbia and New York Bars.

Bridget Patel

Bridget joined Values Added Financial because she wanted to use her finance expertise to help people and be a partner as they achieve their dreams. Before joining VAF, Bridget worked as a Senior Financial Analyst at the Federal Reserve Board.

Bridget lives in Capitol Hill with her husband. She likes to go for long neighborhood walks and socialize with family, friends, and neighbors. She has volunteered with Horton’s Kids, a reading and mentoring program for students from DC’s Ward 8, since 2011.

Bridget has a Masters of Science in Finance from Johns Hopkins University and a Bachelors of Science in Economics from the University of Kentucky, cum laude. Bridget has a Certificate in Financial Planning from Boston University and is a candidate for the CFP® certificate. She is a member of the Alliance of Comprehensive Planners, the Financial Planning Association and the Washington Association of Money Managers.    

Scott Gill, Compliance Expert

Scott P. Gill

Scott joined the Values Added team as a compliance consultant through the firm he founded, Synergy RIA Compliance Solutions.  He brings more than 15 years of experience in RIA compliance and is a nationwide leader in the field. He’s a graduate of The University of North Carolina at Chapel Hill, has an MBA, is IACCP® certified, and formerly held FINRA Series 7, 63, 65, 24, 4 and 53 Licenses.

Scott helps us make sure we are complying effectively and efficiently with all relevant laws and regulations.

Prior to starting Synergy, Scott was employed as Director of Compliance and Senior Compliance Consultant for XY Planning Network, a leading organization of fee-only fiduciary financial advisors.

Kathryn Kubiak-Rizzone

Kathryn Kubiak-Rizzone

Kathryn loves to help families navigate the many financial decisions they face on the path to financial freedom, with a specific focus on serving the intersectional needs of women, people of color and LGBT+ folx. She joined Values Added Financial to be part of a team that truly lives its mission and helps others do the same. Kathryn is a service-provider and educator at heart, having worked for years as a physical therapist and higher education instructor.

Kathryn lives in Rochester, New York with her family, where she is a parent leader with a strong commitment to educational equity and anti-racist advocacy. She has served on multiple nonprofit boards and strategic planning committees, is a member of her town and school districts’ Diversity and Equity committees, and is a grassroots activist in her community. When she’s not sharing financial guidance or working toward systems change, Kathryn can be found reminding adolescents to complete their chores and keeping a toddler from destroying the house. Her favorite ways to strive for work-life balance are family hikes, cooking, workouts with good music, and traveling with her wife.

Kathryn has a BS in Physical Therapy from SUNY at Buffalo, an MS in Human Movement Science from UNC Chapel Hill, and a Certificate in Financial Planning from NYU School of Professional Studies. She is a member of the Financial Planning Association.

Tracy Kellermeyer

Tracy joined the Values Added team in 2017. She started her career in account management in the health/wellness industry where she planned and coordinated logistics for events and acted as the main point of contact for her clients. After that, she entered the financial planning industry.

Tracy is passionate about helping others succeed. She loves building relationships with clients and solving their problems. Her goal is to make life easier for clients.  She is the point person for client services, operational, and administrative areas. You’ll often encounter her around account openings and making your life easier by prepopulating electronic forms to give you the easiest possible experience.

Joel Anderson

Joel Anderson

Joel became a financial advisor so he could combine two things that he loves: serving others and financial literacy. He enjoys helping his clients identify their core values, create a clear picture of the life that they want to live, and make wise decisions for their families. Prior to joining Values Added, Joel worked at two large financial firms. His first career was in government, where he served as a Fleet Marine Force Corpsman in the United States Navy.  

Joel lives in Pittsburgh with his wife and two kids. He likes to garden, ride his peloton, make pottery, stargaze, journal, backpack, practice gratitude, and write poetry in his free time. Joel is dedicated to serving his community. He volunteers with Grow Pittsburgh, a nonprofit that serves as a resource and guide for backyard, school, and community gardeners. Joel also volunteers with the Jewish Family and Community Services to help resettle Afghan refugees. 

Joel has an MBA from Temple University, a Bachelor of Arts in Health Services Administration from the University of Arizona Global Campus, and holds the Accredited Portfolio Management Advisor designation. 

Say Hi, Let’s Work Together