a new solution to an old problem
The federal benefit system is confusing, and it’s easy to get lost in a sea of bad advice when few people understand the basics. We started Federal Navigators in 2012 to enable federal employees with the education and advice they need to retire with confidence.
$450 Million in Assets
But we don’t have a minimum investment to work together
Chartered Federal Employee Specialists
Our advisors are fully certified to help solve your problems.
Contracted by the Government
We were hired to teach the government’s employees.
ENOUGH ABOUT THE COMPANY
Put the Face(s) to the Name
ChFEBC, Founder of Federal Navigators, Advisor
Ryan specializes in helping federal employees navigate the federal benefit system. As a leading expert in his field, Ryan has trained federal financial professionals on the Federal Employee benefit system. In his spare time, Ryan codes video games, serves as a church youth leader, is committee chair of the local Cub Scout Troop, and is the dad of three rambunctious kiddos.
J.D., LLM, CPA, Assistant
Barry has worked hard through the years earning his J.D and LLM, as well as the CPA. He is married and has two children whose numerous after-school activities keep him very busy after work. He spends the rest of his free time exploring new cuisine and bringing joy to the world through song and comedy.
Assistant to Ryan Dunn
Abigail earned her Bachelor’s in Marketing Management from Grove City College in December 2017. Before joining the Medallion family, she served as a government contractor to the Navy supplying administrative and financial support. She lives in Frederick Maryland with her son Luke.
Samuel De la Cruz
Samuel DeLaCruz comes to us from New York City where he worked for a brokerage firm. He is securities licensed and is eager to help serve Coast’s clients. Sam played college baseball for Florence Darlington Tech and the University of South Carolina at Beaufort. In his free time, he likes to read and play pickleball.
CFP®, CEP®, RFC®, ChFEBC, Senior Partner, Advisor
Laura’s dedication of helping her clients reach their goals began over 35 years ago. She is the co-author of the book, Navigating Your Federal Benefits, written for government employees. Laura’s faith gives her passion for serving her clients and her community; believing what it says in Colossians 3:23 “Whatever you do, work at it with all your heart, as working for the Lord, not for human masters”. She also works with community outreach programs and enjoys ballroom dancing.
MS, CFP®, CLU®, ChFC®, ChFEBC, RFC®, Senior Partner, Advisor
John has been assisting his clients with investments, insurance, retirement, and estate planning for over 30 years. He is the co-author of the book Navigating Your Federal Benefits, written for government employees. John’s mission is helping his clients identify their deepest values, set personal & financial goals, and manage the complex decisions and risks involved in achieving them. He also enjoys ballroom dancing, fishing, and racquetball.
CFP®, RFC®, CEP®, LUTCF, Senior Partner, Advisor
Dan has been practicing financial advising since 1981. He earned his CFP® designation in 1992. A published author, Dan’s financial writings include his syndicated column, Your Money Matters and his book, I Can Beat the Market and Other Lies from Financial Professionals (Available on Amazon). In his spare time, Dan is a songwriter and recently wrote the screenplay and soundtrack for the upcoming western film, Bill Tilghman and the Outlaws.
John “JR” Robertson
JR has a Bachelor’s degree in Business from James Madison University and joined us January 2007. Life before Federal Navigators included nine years in client services with a large national mutual fund company as a Financial Advisor. JR and his wife, Jennifer, have two girls, Julia and Caroline, and he is a member of the St. Andrew’s Society of Washington DC, a charitable and social organization of men of Scottish birth or ancestry.
Our Support Team
Director of First Impressions
Director of Communications
Securities offered through Securities Service Network, LLC., Member FINRA/SIPC . Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, IN, LA, ME, MD, MA, MI, MO, MS, NV, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, VA, WV, WI. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of CA, DC, DE, GA, MD, MI, NH, NY, NC, PA, SC, VA. Only the following consultants working with Federal Navigators are affiliated with SSN and SSN Advisory, Inc.: Ryan Dunn, Dan Searles, Laura Stohlman, John Stohlman, and Phyllis Maas. Other consultants working with Federal Navigators are in no way affiliated with, endorsed or sponsored by SSN, SSN Advisory Inc., Medallion Financial Group, Ladenburg Thalmann Financial Services Inc. Federal Navigators and its consultants are in no way affiliated with the Federal Government or any U.S. Government agency. Check the background of this firm on FINRA’s BrokerCheck.