Our Team

Our Team

 

We provide independent advice, objective research, and proactive service to help individuals build, manage, and preserve wealth to achieve their life goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration, and estate planning needs. To ensure a coordinated strategy, we partner with clients and their other trusted tax and legal advisors to facilitate estate investment planning strategies and to educate families to prepare heirs for wealth transfer.

The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and trust, and form a relationship that lasts a lifetime. It would be our pleasure to meet and clarify your life goals and create a concise financial plan. 

 

Leslie E. Dunn

Managing Principal/Founder

Leslie E. Dunn is the founder and managing principal of Polaris Financial Strategies Group. She has a flair for planning and shares that gift with her clients.

Leslie is a graduate of State College of Florida. She has more than 35 years of experience in the financial services industry with several major Wall Street institutions but spent the bulk of her career with Legg Mason Wood Walker. After Legg Mason merged with CitiGroup, Leslie decided to branch out on her own and established Polaris Financial Strategies Group in 2010.

As an independent advisory firm working with Commonwealth Financial Network® as her RIA–broker/dealer, Leslie and her team focus on providing wealth management and financial planning services to individual and family investors, closely held businesses, and federal government employees/retirees. She specializes in investment management, stock options, restricted stock unit management, inter-generational wealth transitioning, tax-free and fixed income portfolios, educational planning, and risk management through insurance planning.

It is Leslie’s belief that everyone should have a financial plan and budget in place at all times, whether you are graduating high school and starting out or approaching retirement. Leslie places great importance on a high level of service, making sure clients are comfortable with the planning and investment process.

Leslie’s personal achievements include Certified National Registry EMT and service with Sterling Rescue, PADI Master Scuba Diving Trainer, and Mote Marine Mammal Stranding Volunteer. She is passionate about the Wounded Warrior Project, Fisher House, and traveling with her husband. She lives in Leesburg, Virginia, with her husband, Kevin, and their dogs; Ruger (a golden Lab), and Browning (a husky mix).

Licenses

  • Life, Health, and Long-Term Care Insurance Licensed, State of Virginia
  • FINRA Series 7 securities registration, General Securities Representative
  • FINRA Series 8 securities registration, General Securities Sales Supervision Representative
  • FINRA Series 31 securities registration, Managed Futures Representative
  • FINRA Series 63 securities registration, Uniform Securities State Agent
  • FINRA Series 65 securities registration, Investment Adviser Representative

Registered States CA, CO, CT, DC, DE, FL, IL, MD, NC, NY, PA, SC, TN, TX, VA, VT, WI

 

Christina O'Connell

Principal

CPA/PFS, CFP®, AIF®, CRPS®

Planning, process, results. Christina O’Connell has worked for more than 20 years with private clients to manage their financial lives and deliver results. Her practice is very high touch, starting with a personalized and detailed plan and leading to a customized wealth management strategy designed to achieve your most important long-term goals.

She helps her clients with all aspects of their financial planning, including assets, income and risk management, succession, and strategic legacy planning. Her consistent process, ongoing communication, and professionally managed investment portfolios contribute to successful and realistic outcomes for her clients.

Christina has more than 30 years of combined financial industry experience, having started in corporate finance after receiving her BBA in finance from The George Washington University. She earned her master’s in international transactions from the International Institute at George Mason University. She worked as a CPA with Pricewaterhouse in Washington, DC, and as the international internal audit manager for a multibillion-dollar diversified services public company. For the past 20 years, she has worked with some of Wall Street’s most prestigious firms—including Smith Barney and UBS Financial Services—before joining Polaris Financial Strategies Group in 2018.

Industry Designations and Certifications

  • Certified Public Accountant/Personal Financial Specialist (CPA/PFS)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plans SpecialistSM (CRPS®

Professional Societies

  • Member, Estate Planning Councils (Washington, DC, NOVA, McLean)
  • Member, American Institute of Certified Public Accountants
  • Member, Financial Planning Association
  • Sponsor (2017 and 2018) and member, National Association of Women Business Owners
  • Sponsor (2017 and 2018) and member, Catholic Business Network of Northern Virginia
  • Member, Washington Women’s Leadership Initiative

 Education

  • Annually maintains continuing education requirements for all designations and certifications and licenses
  • BBA in finance from The George Washington University
  • MA in international transactions from George Mason University

Licenses

  • Life, Health, and Long-Term Care Insurance License, State of Virginia
  • FINRA Series 7 securities registration, General Securities Representative
  • FINRA Series 31 securities registration, Managed Futures Representative
  • FINRA Series 63 securities registration, Uniform Securities State Agent
  • FINRA Series 65 securities registration, Investment Adviser Representative

Personal and Community

  • GWU Global MBA Program, Alumni MBA Roundtable Host, 2015, 2016, 2017
  • GWU Global MBA Program, MBA Case Competition Judge, 2013, 2014
  • Georgetown University’s Kaplan Schweser’s “The Future of Financial Planning” Panelist, Summer 2015
  • “For Love Not Money,” Freeman’s Estate and Trust Bulletin, Contributor, June 2018
  • Virginia Business Women’s Conference Exhibitor, 2016, 2017, 2018
  • Community Foundation of NOVA Business Women’s Giving Circle, 2018
  • Salvation Army Fairfax Women’s Auxiliary “Treasures Revealed” 2018, Fashion Show 20+ years
  • Christ the Redeemer, CCD teacher, 10+ years

Registered States CA, DC, ID, IL, MD, MI, NC, OH, PA, TX, VA Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Marge Kriviski

Administrative Manager

 

Margaret Kriviski joined Polaris Financial Strategies Group in 2012 and is based in the Virginia office. Previously, Marge worked with GDIT in the finance department. Her experience spans from large to small companies. She enjoys working with Polaris Financial Strategies Group for its personal attention to each and every client. 

Marge’s strong management abilities, along with her solution-oriented attitude and strong work ethic, keep Polaris Financial Strategies Group operating smoothly. Her diverse background allows her to bring a broad base of skill sets to the practice.

Marge is a native of the Chicago area but moved to Northern Virginia after high school. She worked in the finance and accounting departments for several DoD contractors before she and her husband started Joe’s Auto Works in Sterling, Virginia, more than 15 years ago. Marge managed the bookkeeping for the auto repair shop while their family was young, but now that their children are in college, and they have sold their business she is able to devote more time to her role as Polaris Financials’ Administrative Manager. 

Marge enjoys traveling with her family and quiet times at home with her foster fail kittens, a book, and a glass of wine. From time to time, her most recent fosters can be found roaming the office.

Jesse Kriviski

Marketing Manager

Jesse Kriviski started working at Polaris Financial Strategies Group as an intern after her senior year in high school. While still maintaining the website and social platforms, she graduated from Purdue University with a degree in business administration with a concentration in marketing.

Jesse has a range of marketing experience from content, to print, to e-commerce. Currently, she is working remotely for Polaris from Hampton, Virginia, while also working remotely for SeaWorld Entertainment as an associate marketing manager of e-commerce. 

She works from home with her zoo of two dogs and two cats. In her free time, she enjoys spending time with her animals, exploring nearby breweries and traveling.

Susan Barron

Client Services Associate

Susan Barron joined the Polaris Financial Strategies Group in 2021 based in the Virginia office.

She brings a wealth of international/domestic executive account and sales experience as a former executive client account manager.

Susan is also the founder of a dog training and walking concierge business that has allowed her to follow her heart and passion for animal care.

Susan has lived and worked in Asia and Africa.  She enjoys new challenges and experiences, as she continues to travel when possible. Her animals and clients’ animals remain in her heart for life.

Jacqueline Bobzien

Client Services Associate

Jacqueline Bobzien joined the Polaris Financial Strategies Group in 2021 based in the Florida office.

She graduated from Western State College of Colorado with dual degrees in business administration and outdoor leadership & resort management.

Previously, Jacqueline had worked with Enterprise Holdings, first as a branch manager in Florida and Hawaii and then as a revenue management analyst at its corporate headquarters in St. Louis.

Jacqueline brings more than 10 years of customer service experience and is currently studying for her licenses to become a financial advisor.

Jacqueline enjoys traveling, spending time with her family, being at the beach, and loves curling up with a glass of wine with her two cats, Callie and Lily.

Ruger Dunn

Head of Security

Ruger first joined Polaris Financial as an intern in 2013. She relocated from Florida upon taking a permanent role on the security team for Polaris Financial a year later, where she heads up the behind-the-scenes oversight of security procedures. In her free time, she enjoys long walks in the woods and curling up with a good chew toy. She is currently back in her home state of Florida soaking up the rays by a pool.

Browning Dunn

Supervisor of Security

Browning is our most recent security addition, joining us from Culpeper, Virginia. He had acclimated well to his role of security intern and was promoted in 2020 to security supervisor.  He is part of the security team in Florida and enjoys a day in the pool and digging holes in the yard.

 

Penny and Raj

Employee Retention Supervisors

Polaris Financials’ newest department, Employee Retention, is manned by Penny and Raj. This dream team has the job of keeping employees on task by walking over keyboards and assuring that birds do not go unwatched. They are a hard-working team that got their start as kittens in our Virginia office and have thrived as employees. They are occasionally caught sleeping on the job but we don’t mind.