Our Team

Professionals Dedicated to Your Financial Well-Being

Determine your best option to save for college and how it will impact financial aid. At Clarendon Wealth Management, we take a team-based approach so you get the shared insights, strategies, and knowledge of our entire team of professionals. Our team is experienced, principled, and comprehensive, and we’ll provide the guidance and encouragement you need to stay on track toward your financial goals.

John Nguyen, CFP®, CIMA®

Managing Partner

Michael Ferguson, CFP®

Wealth Advisor

Casey Bettencourt, FPQP™

Senior Planning Assistant

Ryan McCall, CFP®

Partner

Lindsey DeJonghe

Planning Assistant

Spencer Copley

Planning Assistant

John Nguyen, CFP®, CIMA®

John Nguyen, CFP®, CIMA®

Managing Partner

For almost a quarter century, John Nguyen has built a solid reputation helping local families, executives, and small businesses plan for a better tomorrow. Armed with the formidable resources of Commonwealth Financial Network® and an impressive background in business and financial planning, he's guided his clients through the most challenging economic environment in generations.

The son of Vietnamese refugees, he was raised with a keen appreciation of the opportunities the American system of free enterprise affords.

A father himself, he's focused on helping local families achieve their dreams.

And as a grateful and respected member of our community, he's determined to help make it an even better place to live and work.

A devoted family man, John and his wife, Kaci, are the proud parents of three wonderful blessings, Lilly, Hadley, and Reagan.

A PASSION FOR FREE ENTERPRISE
John Nguyen didn't learn to appreciate our free enterprise system from the pages of a book. It was ingrained in him by parents who'd seen firsthand that with hard work and integrity, every American can achieve a better future.

John's mother, Ngoc Anh Tran, and father, Nguyen Van Thoi (a South Vietnamese soldier and translator for the American military), awaited John's birth while Thoi was imprisoned at a brutal “Re-Education” camp in Communist Vietnam in the difficult days following the fall of Saigon.

Determined to give their children a better future, the Nguyen family ultimately managed to escape Communist Vietnam, resettling in Northern Virginia. His parents went on to open several well-known local restaurants including the nationally acclaimed “Nam-Viet” in Arlington and Washington, DC.

The Nguyen family imbued their children with their own love of free enterprise, hard work, thrift, and integrity—principles that guide Clarendon Wealth Management today.

A COMMITMENT TO PROFESSIONAL DEVELOPMENT
Upon graduating from Mary Washington College with a major in business administration, John launched his financial career with American Express Financial Advisors.

A CERTIFIED FINANCIAL PLANNER professional, John continued his studies at the Wharton School in Philadelphia in conjunction with the Investment and Wealth Institute, becoming a Certified Investment Management Analyst® (CIMA®) with advanced proficiency in portfolio management and financial planning.

He is an active member of both the Financial Planning Association and the Investment and Wealth Institute.

PAYING IT FORWARD
John is especially proud of his service to VHC Health, where he is a member of the Board of Directors and Chair of the Finance Committee. John and his wife, Kaci, are active contributors to Hospital Foundations, which helps the hospital continue its delivery of quality healthcare to all Northern Virginians, regardless of their ability to pay.

An avid sportsman and fly-fisherman, he supports the Northern Virginia Chapter of the Coastal Conversation Association and Bonefish Tarpon and Trust.

Ryan McCall, CFP®

Ryan McCall, CFP®

Partner

A 1998 graduate of the University of Richmond with a degree in marketing and finance, Ryan launched his financial planning career with American Express Financial Advisors in Alexandria, Virginia, shortly after graduation. Following two years of classroom and individual preparation, he earned his CFP® designation in May 2005. After a successful transition to an independent fiduciary, Ryan joined Commonwealth Financial Network® in 2006.  

Ryan opened his second office in 2011, and he now maintains offices independently in Charlottesville and Arlington with Clarendon Wealth Management and the rest of his team. Ryan focuses his practice on multi-generational family planning as well as portfolio construction and asset management for accumulators and retirees.

PERSONAL LIFE
Ryan shares his life with his wife, Shannon, and their two sons, CJ and Cade. In his spare time, Ryan enjoys hiking with his dog, Scout, and watching his boys play soccer. He loves date nights with his wife, taking CJ to Washington Capitals games, and watching Star Wars movies with Cade.

GIVING BACK
Ryan sits on the board of the Community Climate Collaborative (C3) in Charlottesville, a non-profit organization focused on fighting climate change in Albemarle County. He has also worked with various animal rescue groups such as the CASPCA and has spent time at Dogtown, America's largest animal sanctuary, in southern Utah. Ryan was selected by staff members of the sanctuary to work with one of the pit bull terriers rescued from the Michael Vick dogfighting raid.

Ryan focuses his life on conservation and environmental issues such as climate change and ocean cleanups. He and Shannon support organizations that are working to make the planet a cleaner, healthier place for their children and all animals: the Sea Shepherd Conservation Society, NRDC, IFAW, 4Ocean, the MARA Elephant project as well as the Kiss the Ground Regenerative Agriculture movement.

Michael Ferguson, CFP&#174;<br/>

Michael Ferguson, CFP®

Wealth Advisor

As a Wealth Advisor for Clarendon Wealth, Michael works directly with clients to develop, clarify, and achieve their financial goals.

Before becoming a Wealth Advisor, Michael served as Director of Financial Planning Services and was integral in developing the highest quality financial plans for our clients since joining our firm in 2016.

Michael graduated from Virginia Tech with a degree in finance, with a concentration in financial planning. Shortly after graduation, he sat for and passed his CFP® examination in November 2016, ultimately earning the CFP® certification in 2018.

Growing up, Michael lived in an Air Force family with 60 years of service shared between his parents, Dave and Kathy, which has instilled discipline in all areas of his life.

Most recently, Michael has joined Eco-Action Arlington, which is a local non-profit organization that focuses on “Engaging the Community in Caring for our Environment.” He enjoys participating in their community clean-ups around Arlington and is looking forward to engaging CWM affiliates, clients, and staff alike, in Eco-Action Arlington's cleanup efforts.

Outside of the office, Michael enjoys working on his golf game, biking, or exploring Arlington with his beloved dogs, Kokomo and Sammie. Each morning before work you can find him either at the gym or on one of the many bike trails around Arlington.

Casey Bettencourt, FPQP&#8482;

Casey Bettencourt, FPQP

Senior Planning Assistant

Casey is responsible for working in collaboration with our wealth advisors to develop comprehensive financial planning analysis, helping our clients clarify and pursue their long-term financial goals. She holds a Financial Paraplanning Qualified Professional (FPQP®) designation and is currently in pursuit of her CERTIFIED FINANCIAL PLANNER (CFP®) certification.

Casey's calling to pursue a career in financial planning is fueled by her desire to help change a person's life through the correct management of their money. She believes that by replacing uncertainty with understanding she can make a meaningful impact.

Originally from Bethesda, Maryland, Casey is a University of Maryland graduate with with a degree in both finance and business analytics. Throughout her four years in College Park, Casey was an active member in her acapella group, Pandemonium, as well as her sorority, Kappa Alpha Theta. After various internships in the financial services sector, Casey began her journey in financial planning completing an externship with the Financial Planning Association and shortly after interning for a wealth management firm in Rockville, Maryland. Recently, Casey acquired her Financial Paraplanner Qualified Professional designation from the College of Financial Planning.

Outside of the office, Casey is a yoga instructor at Corepower Yoga and enjoys running, singing, and spending time with her two rescue labs.

Lindsey DeJonge

Lindsey DeJonghe

Planning Assistant

Lindsey is currently in pursuit of her CERTIFIED FINANCIAL PLANNER (CFP®) certification. Lindsey recently graduated from Virginia Tech with a finance degree and a concentration in Financial Planning. She decided to pursue the financial planning path to help others establish financial security in their lives, so they can spend more time on the things that bring them joy. At Virginia Tech, Lindsey was an active participant in her business fraternity, Pi Sigma Epsilon, as well as a member of Virginia Tech's Financial Planning Association and the club volleyball team.

In Lindsey's free time, she enjoys spending time with her family and friends, coaching volleyball, and working out. She is currently supporting our advising staff while studying for her CFP exam, which she plans to sit for in November.

Lindsey DeJonge

Spencer Copley

Planning Assistant

Spencer is originally from the Baltimore Metro area, growing up in a small town called Sykesville. He recently earned his degree in finance and economics with an emphasis in financial planning from West Virginia University. During his time there, Spencer co-founded a peer financial coaching program aimed at helping college students navigate personal finance in their everyday lives. He was actively engaged in Delta Sigma Pi, his business fraternity, as well as participating in multiple studies abroad.

Spencer’s calling to financial planning stems from a desire to cultivate meaningful connections with people. He is eager to help clients realize and attain their financial objectives and aspirations. 

Outside of the office, Spencer is a seasoned traveler, having explored 14 countries to date. Additionally, he is an avid baseball enthusiast (Go Orioles!) and will happily talk baseball whenever possible.

Our Extended Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let us take care of all your financial decisions, so you can enjoy what’s most important to you.

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