Our Team
Our investment specialists constantly evaluate appropriate ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
John E Tattersall
President and CEO Financial Services Advisor and Strategist 
John is an Ohio native and a graduate of Arizona State University School of Business. During college he was an intern with Merrill Lynch Pierce Fenner & Smith in Scottsdale, Arizona for three years, and continued on as a summer intern with the floor brokers at the One Liberty Plaza office in New York City. John began his career in the financial services industry in 1988 as an Investment Representative with Merrill Lynch. Additionally, he founded two financial services firms before beginning Tattersall Financial Services. John’s core belief is that business owners cannot be an expert on all things financial; they lack the time to be an expert, and make personal financial decisions based on incomplete or disjointed information. Serving as the “fabric” that weaves the critical components of a financial plan together is the role John plays for his clients, as well as their businesses.
John acquired the prestigious Certified Financial Planner™ certification through the American College in 2007 and the Accredited Investment Fiduciary® designation from FI360 in 2014. He participates regularly with numerous conferences and industry events to increase his intellectual capital and contribute to the cause of his client’s needs.
Being present and involved in the lives of his clients and his community is widely known about John. He has been a member of Rotary International since 2000 and served as President of his Club in 2005. Giving back to the community through service activities is a weekly routine. He supports the causes of his business clients, and creates networking and informational events on a regular basis. He has coached youth basketball for 11 years – has made it to the championship three times and won twice.
John is most notably known for his passion for Fly Fishing. He is the owner of Grand Ole Potomac Fly Fishing Guides. Fly Fishing, John says, is the highest evolution of the “fishing specie”. If you strive to be a fisherman then you arrive at Fly Fishing as the end game. It can be extremely difficult with uncooperative fish and frustrating beyond words. John has a unique ability to put people on fish and can teach them how to close the deal. Spending time with clients on the water he feels allows a certain level of calm and creativity not present in the office setting.
John resides in Sterling, Virginia with his wife Hillary. They have two children: Taylor, a Penn State graduate in Forensics, and Gran, who studied Marine Sciences at Coastal Carolina University in Conway, South Carolina. and now resides in Clearwater, FL.
Doug Knobelauch
Doug Knobelauch was born in a log cabin in Baldwin, New York. He attended St. Michael’s College in Burlington, Vermont, where he was a member of the Crown and Sword Honor Society. Doug was, also, named to Who’s Who In American Colleges and Universities, primarily for his participation in the Vermont Student Legislature.
Upon graduation from college in 1969, Doug entered pilot training at Laughlin Air Force Base in Del Rio, Texas. After completion of pilot training, he was assigned to the Strategic Air Command Air Refueling Squadron in a KC135 at March Air Force Base in Riverside, California. From there, he spent 6 months flying in Southeast Asia during the Viet Nam War. It was during this time that he became a recipient of The Air Medal. Also, during this time he pursued graduate studies in International Relations at the University of Southern California.
Doug left the Air Force in 1975 and began his career in the finance and insurance industry. He has earned his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) professional designations. He, also, holds a Series 6 Securities license, and specializes in Variable Annuity contracts that guarantee a lifetime withdrawal benefit. Additionally, Doug has an extensive background in Life and Disability markets.
Doug’s business philosophy is based on the premise that as his clientele ages, there is less time to assume risk in their retirement portfolio. Through the use of Variable Annuities, he is able to offer his valued clients guaranteed growth with a guaranteed withdrawal benefit.
Doug resides in Vienna, Virginia with his wife of almost 50 years (poor woman). He has 2 grown daughters, Lindsay and Caitlin, and one adorable grandson, Lucas. He is an avid tennis player in his free time.
