Fredericksburg, VA

Dan Bender has 23 years of experience in the financial services industry. Along with his duties related to Apella Wealth, Dan is a partner of PBMares, LLP where he specializes in income tax planning.

Dan is a Certified Financial Planner and a Certified Public Accountant with a Personal Financial Specialist credential. He received a Bachelor of Business Administration in Accounting from James Madison University.

He relocated to Fredericksburg upon graduation and has lived and worked with PBMares in the Fredericksburg office for his entire career. Dan currently lives downtown and actively supports not-for-profits in the local community including serving as treasurer for organizations such as the Central Rappahannock Heritage Center, 4-H, and Fredericksburg Center for the Creative Arts. He is also a past member of the Stafford Rotary Club.

When not working, Dan enjoys spending his free time with his two children.

As a Senior Wealth Advisor, Addison specializes in wealth management and holistic financial planning, education planning, estate preservation, insurance, social security optimization. In addition to his CFP®, he carries the Virginia Life Health and Annuities Insurance License, as well as the Behavioral Financial Advisor (BFA™) designation. He has a Bachelor of Science degree in Finance from Virginia Tech.

Addison’s passion is to help guide clients to achieve their financial goals. Sometimes it’s helping ensure they can provide their children with an education, helping them avoid unforeseen financial pitfalls, or often giving them the knowledge to make informed decisions in order to maintain their lifestyle throughout retirement and provide a legacy for future generations.

As an active member of the Fredericksburg Chamber of Commerce, Addison also dedicates his time with the Fredericksburg SPCA and is on the board of the Fredericksburg Virginia Tech Alumni Association.

In his spare time, he enjoys running, rock climbing, and traveling.

He earned a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Leadership Studies from Christopher Newport University in Newport News, Virginia. He now holds his Series 65 license.

After earning his degree, Anthony sought a career that combined his natural interpersonal skills with his educational background.

As a wealth advisor and financial planner, Anthony’s superpower is his active listening. This allows him to truly understand both colleagues’ and clients’ needs and customize strategies that align with their goals. He collaborates with the tax team to integrate strategies into comprehensive wealth and retirement planning, including tax-efficient withdrawal approaches and optimizing asset allocation across investment portfolios.

Rooted in the values of trust and integrity, his holistic approach is guided by Apella Wealth’s commitment to fostering lasting relationships and providing clients with thoughtful financial plans.

Based in Fredericksburg, Virginia, Anthony lives with his wife, Laura. A passionate reader and former athlete, he played baseball for ten years before discovering a love for rugby, which he played for three years. An Eagle Scout, Anthony also enjoys hiking, biking, and exploring the outdoors in his free time.

Lisa oversees all client service and administration functions for the team. She has always enjoyed working with clients to help facilitate the flow of paperwork during the onboarding process. Lisa has over 25 years of experience in administration and client service in the environmental, insurance, construction, and home building industries.

She and her husband raised three children in the Fredericksburg area and now enjoy spending time with their seven grandchildren.

Patricia Sanchez-Hawkins has built her two-decade career in commercial banking on a foundation of diligence and a commitment to excellence. This dedicated approach allows her to partner with clients, developing a robust understanding of their unique financial needs to help them achieve their goals. Specializing in portfolio management and commercial lending, she is a trusted resource for her clients. Fluent in Spanish and English, she provides clear and accessible guidance to a diverse client base. Patricia lives with her family in the Fredericksburg area and enjoys taking trips to the beach with her husband, four children, and two black labs.