Wealth Management in Virginia

Reston, VA

Wealth Management in Virginia

Address

11911 Freedom Drive, Suite 580
Reston, VA 20190

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Hours

M – F: 8am – 5pm
Sat: Closed
Sun: Closed

Phone

Call us today at (703) 757-3849

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 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. He’s also a volunteer on a group that maintains a 32-mile stretch of the Appalachian Trail in Northern Virginia. 

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.   

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