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Our Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Leslie E. Dunn

Managing Principal/Founder

703-467-0370

703-467-0292

leslie.dunn@polarisfs.com

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...

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Christina O'Connell, CPA/PFS, CFP®, AIF®, CRPS®

Principal

703-467-0370

703-467-0292

christina.oconnell@polarisfs.com

Planning, process, results. Christina helps her private clients with all aspects of their financial planning, asset, income and risk management, succession and strategic legacy planning. A consistent process, ongoing communication and...

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Marge Kriviski

Administrative Manager

marge.kriviski@polarisfs.com

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...

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Susan Barron

Client Services Associate

susan.barron@polarisfs.com

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...

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Jacqueline Bobzien

Client Services Associate

jacqueline.bobzien@polarisfs.com

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...

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Jesse Kriviski

Marketing Manager

jessica.kriviski@polarisfs.com

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...

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Harmeet Grewal

Harmeet.Grewal@polarisfs.com

Harmeet Grewal joined the team in 2021 in the Virginia office. He brings great enthusiasm for research of investments and an extensive knowledge base in the IT platform. He attends George Mason University full time pursuing his...

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Ruger Dunn Ruger Dunn

Head of Security

info@polarisfs.com

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...
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Browning Dunn

Supervisor of Security

info@polarisfs.com

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...
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Raj and Penny

Employee Retention Supervisors

info@polarisfs.com

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...

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