Estes Wealth Strategies
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Our Team

A Financial Partner

That Shares Your Values

 

 
 

John Estes, Principal & CERTIFIED FINANCIAL PLANNER™

John Estes, principal and owner of Estes Wealth Strategies, has worked in the financial services industry for more than two decades, providing high-quality, customized financial planning and wealth management services to individuals and institutions in the greater D.C. Metropolitan area and nationally.

John left his investment management position at a nationally known brokerage firm to found Estes Wealth Strategies in 1998. Starting his own business was a means of fulfilling his passion for helping families and businesses pursue their financial goals through a combination of comprehensive financial planning services and investment management expertise. He affiliated with Raymond James Financial Services based on the firm’s sterling reputation within the financial services industry for quality, integrity and service.

John is a CERTIFIED FINANCIAL PLANNER ™ professional and is a licensed life insurance and variable annuity agent. He received a BA in Economics from University of Maryland, College Park. He is active in the National Capital Area Chapter of the Financial Planning Association (FPA).

John lives with his wife, Susan, and three children in Oakton, Virginia. He enjoys spending time with his family and loves to travel. He is also an avid sailor and holds a black belt in Traditional Karate Uechi Ryu.


Susan Estes, Client Services Director

Susan Estes is Client Services Director for Estes Wealth Strategies. In this role, she manages client communications and outreach to help educate clients about financial management issues, maintain open lines of communication, and ensure customer satisfaction.

Susan has supported the firm’s communications since 2004 through her marketing strategy firm, Incweaver, and joined Estes Wealth Strategies in 2011 as a full-time employee. Susan produces the Compass Points e-newsletter, among other client communications. She also developed and maintains this website.

Susan holds an MBA in Strategy from Yale School of Management and a BA in International Relations and Slavic Languages from Stanford University. She was previously an Associate with Booz Allen Hamilton, where she helped federal government agencies implement e-government solutions, and a Senior Product Manager for The Motley Fool, a financial education company.

Susan lives with her husband, John, and three children, in Oakton, Virginia. She is a soccer player and enjoys coaching her children’s soccer teams. She enjoys cooking, traveling, gardening, and literature.


Kathleen Lazor, Executive Assistant

As Executive Assistant, Kathleen Lazor helps keep things running smoothly at the Estes Wealth Strategies office and provides service support for our clients.

Kathleen comes most recently from Fairfax County Public Schools, where she provided administrative support to school offices and proctored exams. Prior to that, she was a procurement manager and systems engineer with Electronic Data Systems (EDS). She holds a degree in mathematics and criminology from Indiana University of Pennsylvania.
 
Kathleen and her husband, Ron, live in Centreville, Virginia.  She enjoys working out at the gym, gardening and walking around her neighborhood every night. However, her favorite thing to do is to visit her Hokies on the East coast, West coast and in-between—as all 5 of her children have either graduated from or currently attend Virginia Tech. Go Hokies!