Circle in a Square Advisors

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Team photo for Circle in a Square Advisors
Team photo for Circle in a Square Advisors

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Advisors

Andrew Paulson

Financial Advisor

Visit Andrew Paulson's website

Dickinson J Miller

CFP®

Private Wealth Advisor

Visit Dickinson J Miller's website

Michelle Mancari Rosenberg

CFP®, APMA, AWMA℠, CSRIC®

Financial Advisor

Visit Michelle Mancari Rosenberg's website


Team

Philip Mattar

Philip Mattar

Financial Planning Specialist,

Vice President of Circle in a Square Advisors

Qualifications

  • Dr. Mattar is originally from Haifa, Palestine. He served as the Editor in Chief of two encyclopedias on the Middle East
  • Over twenty years of investing for endowments and individuals
  • Ph.D. from Columbia University
  • Fellow at USIP and at the Woodrow Wilson Center

Roles & Responsibilities

  • Performs portfolio analysis for diversification, risk tolerance, quality products, fees, and tax efficiency
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Hannah Brooks

Hannah Brooks

Financial Planning Specialist

Qualifications

  • Hannah was born in Atlanta, GA, where she enjoys spending time with her nephew. She writes poetry and reads over 300 books a year. She was also a collegiate rugby player.
  • Top 5 Values: Autonomy, Integrity, Play, Leadership, Education
  • • Majored in Biological Anthropology with a concentration in Medical Anthropology at Appalachian State University in Boone, NC

Roles & Responsibilities

  • • Client meeting preparation and member of financial planning department
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James Mette

James Mette

Intern

Personal Intro

Jim Mette was raised in Odenton, Maryland. He grew up with two sisters and enjoys lifting, sports, and spending time with friends and family. He just graduated from Purdue University and looks forward to getting his certifications in the near future.

Qualifications

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Madeleine Burchell

Madeleine Burchell

Client Service Coordinator

Personal Intro

Madeleine was born and raised in New York, where she still visits and spends time with her close-knit family. She enjoys fostering animals and adores a couple of her own pets. She also likes spending time outdoors and painting in her free time.

Top 5 Values: ethics, helping others, honesty, loyalty, relationships

Qualifications

  • BA in Elementary and Special Education from Towson University

Roles & Responsibilities

  • Scheduling client meetings, marketing and social media, compliance
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