Wealth Management in Virginia
Address
11911 Freedom Drive, Suite 580
Reston, VA 20190
Meet Our Team
Neal Falkenberry, CFA
Managing Director
Reston, VA
Neal Falkenberry, CFA
Managing Director
Reston, VA
Department: Advisors
Experience: Asset Management since 1987
Education: University of Alabama at Birmingham
Neal came on board when Autumn Wind Asset Management became Modern Wealth Management in March 2024. After serving as the founder and owner of Autumn Wind for 24 years, Neal was intrigued by the opportunity to work with a broad team in specialty areas of the business including lead generation, marketing, investments, planning, and compliance at Modern Wealth.
Neal serves as a portfolio manager out of Modern Wealth’s Reston, Virginia office, and is excited about helping offer a wider solution set to clients.
He and his wife, Veronica, have two daughters, Haley and Olivia. Family comes first for Neal, and markets, guitars, and the outdoors follow. Neal is a luthier and tries to build one to two guitars per year.
Michael O Donnell
Director of Operations
Reston, VA
Michael O Donnell
Director of Operations
Reston, VA
Department: Client Service
Experience: Wealth Management since 2009
Education: Wake Forest University
Michael joined our team in March 2024 when Autumn Wind Asset Management became Modern Wealth Management. As the director of operations, Michael prioritizes client relationship management, portfolio system administration, trade placement and rebalancing, account onboarding and maintenance, and support of investment planning.
Michael previously worked at Charles Schwab and Deutsche Bank. He’s lived in the Washington, D.C. region for more than a decade now. Michael enjoys spending time with his wife, Shannon, and two daughters, Eleanor and Maeve. His hobbies include adventuring on the wonderful hiking trails and bikeways of Northern Virigina and cheering on the Orlando Magic and Cincinnati Bengals.