OUR FIRM
Alpha is a safe haven where clients engage a Certified Financial Planner Practitioner who has been educated on all financial subjects and is dedicated to upholding the highest ethical and moral standards. Clients get correct, straightforward answers to the multitude of questions they encounter in daily financial life. Clients are assured of personal attention and are not bothered with frivolous sales calls. Clients are kept abreast of market conditions and are educated to understand the long-term nature of investing.

Managing Director - Eric D. Hess, CFP, ChFC
After obtaining his undergraduate degrees from Eckerd College in business management and economics in 1991, Eric entered the financial services industry with an independent contract with Signator/John Hancock Financial Services in McLean, Virginia.

As an independent advisor, Eric worked with hundreds of families in the Washington area as well as the estates and trusts departments of Riggs Bank and Solomon Smith Barney. After achieving high honors for service while building a client base, he was promoted to a management position in 1994 and built one of the top management groups in the U.S. His studies earned him the professional designations of Certified Financial Planner and Chartered Financial Consultant. Fifteen years of financial management and oversight coupled with great analytical and interpersonal skills gives his clients reassurance of quality, value and performance.

Eric's expertise has brought him several speaking engagements with Government agencies including the Alexandria City Government and the Federal Highway Administration, and he has also spoken at the Non-Profit Academy of Educational Development. He is a member of the Fairfax County Schools Career and Technical Education Advisory Committee and is a frequent speaker in the classroom.

Raised in Fairfax County, Virginia, Eric takes great pride in the history and heritage of values that shaped the Commonwealth and the nation. This is reflected in the high ethical standards that form the basis of his company policy. Eric has two children (a boy age 11 and girl age 9) and lives in Potomac Falls, Virginia. Mr. Hess is an avid sport fisherman, loves the outdoors and nature.

Sam Myer
Sam's areas of expertise include portfolio management and operations. His responsibilities include portfolio review and analysis, preparation and implementation of client investment plans, ongoing portfolio review and measurement, as well as financial reporting. His other areas of experience include retirement planning and financial planning. Sam received an Executive Certificate in Financial Planning from Georgetown University’s Center for Professional Development in 2005 and is currently a candidate for Certified Financial Planner ®.

Sam Myer graduated from James Madison University with a major in English and a minor in Small Business Entrepreneurship. He began his financial services career with a retail mutual fund and insurance sales company. After learning more of the financial services industry, and gaining experience as an Account Executive with over a hundred clients, he recognized the need for a better way to satisfy client goals. Commission driven products didn’t fit the bill. His initial exposure and appreciation for fee only financial advisory services came from one of the regions premiere financial consulting firms, Sullivan, Bruyette, Speros and Blayney, Inc., where he functioned as the Operations Manager in a Portfolio Management department with $1.2 billion in assets under management.

Sam was raised in Alexandria, VA with his four siblings by his mother and father, a teacher of over forty years and an Air Force Colonel (Ret.), respectively. He came back to the northern Virginia area after college and has been pursuing his passion of helping people attain financial security through fee only financial service organizations held to the highest ethical standards with unparalleled integrity.

Krista Matherly
After being raised in Maryland for most of her life, Krista entered the Naval Service in 1995 and was lucky enough to get stationed at the National Naval Medical Center in Bethesda for her entire tour. She rose up the ranks quickly and upon her discharge from Active Duty and subsequent entry into the Navy Reserves, she maintains the rank of E-6/Hospital Corpsman First Class.While in the military, Krista has gained extensive experience in the medical and business management fields.

She has her Associate’s Degree in Business Administration, and her current assignment with the Reserves allows her to be the Senior Enlisted Advisor to many junior sailors, which fosters her ability to lead a highly productive team. Her impeccable attention to detail and ability to make critical decisions in a fast-paced environment make her a welcome addition to Alpha. Krista remains extremely active in the Navy Reserves and was recently named Navy Reserve Operational Support Health Unit Bethesda Sailor of the Year, 2005.