Our Team

Marjorie L. Fox, JD, CFP®, AIF®

Photo: Marjorie L. Fox, JD, CFP®, AIF®

Chief Executive Officer
Partner and Co-Founder

Daniel D. Joss, MBA, CFP®, RLP®

Photo: Daniel D. Joss, MBA, CFP®, RLP®

Chief Operations Officer, Chief Compliance Officer
Partner and Co-Founder

Jon P. Yankee, MBA, CFP®

Photo: Jon P. Yankee, MBA, CFP®

Chief Financial Officer, Director of Human Resources
Partner and Co-Founder

Laurie A. Belew, MBA, MS, CFP®

Photo: Laurie A. Belew, MBA, MS, CFP®

Senior Financial Advisor

Tess L. Downing, MBA, CFP®

Photo: Tess L. Downing, MBA, CFP®

Financial Advisor

Lisa J. Crafford

Photo: Lisa J. Crafford

Office Manager

Sally M. Yankee

Photo: Sally M. Yankee

Portfolio Administrator

  • Community Service

    FJY Gives Back

    To Fox, Joss & Yankee, running a business means more than just serving our clients. Therefore, since our inception, FJY has been committed to giving back to our local community. We believe through individual efforts, we can make our community a better place to live, work, and grow.

    As a firm we recognize that each individual has the opportunity to positively impact the local community through financial donations and time.

    One of our employee benefits includes a stipend for each staff member to make charitable contributions to local charities throughout the year, as well as time off to participate in local events and drives.

    Through supporting local sporting teams such as McLean Little League and Ashburn Farm Barracudas Swim team, involvement in the Future Fund at Northern Virginia Community Foundation and other philanthropic causes such as Hope Rising, the FJY team has inserted ourselves into the community.

    If you are interested in FJY sponsoring your team or event, please use the Contact Form to reach us.