Meet Our Team
You can consider us a part of your team. The customized planning advise you receive from us comes from a genuine desire to see you succeed. As a family-owned firm, we understand the importance of honesty, respect and hard work.
Reena has advised clients professionally since 1988, starting her career as a tax accountant and later, in 1991, as a financial advisor with Legg Mason. Five years later, she joined her husband at Old Dominion Investment Corp. Since then, she has worked closely with families helping them work toward achieving financial success. She recognizes that when clients walk through the door, they may not have yet formulated exactly their desires and needs. Reena offers support in defining their individual goals, and then strives to build a concrete financial plan that addresses those goals in a tax-efficient manner. She prides herself on being an extended family member to her clients and considers it a privilege to be involved in what she believes to be the three most important aspects of life: family, health, and money—often intertwined.
Reena earned her Bachelor of Science in Accounting from George Mason University, which allows her to understand and incorporate tax concepts into her financial plans. She also serves as a member of the American Funds Advisory Council, a group of about one hundred successful advisors chosen from all over the nation. She is an Investment Advisor Representative (FINRA Series 66 Registered), and a Securities Representative (FINRA Series 7 Registered), with Grove Point Investments, LLC. She is also a General Securities Principal (FINRA Series 24 Registered), and is licensed as a health, life, and annuities producer.
Reena was born in India and moved with her family to the United States at age seven. She has spent most of her life in Northern Virginia, and currently splits her time between Reston, Virginia and Ocean City, Maryland. Besides having a true passion for her career, she also enjoys traveling, spending time with her family and friends, and good food and wine.
Kristi F. Connell, MBA, CFP®
Kristi F. Connell, CFP®, MBA, is a Financial Advisor with Old Dominion Investment Corp. She joined the team in 2007. Kristi is passionate about educating her clients and helping them work towards financial independence. She helps her clients pursue their goals by carefully understanding and listening to their unique needs and situations. She strives to be a resource in every aspect of her clients' financial lives - including retirement planning, saving for college, investment management, insurance needs and more.
Kristi earned her Bachelor of the Arts in Public Relations and Spanish from the University of Alabama and her master’s degree in Business Administration (MBA) from Salisbury University.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She is also an Investment Advisor Representative (FINRA Series 66 Registered), and a Securities Representative (FINRA Series 7 Registered), with Grove Point Investments, LLC. She is licensed in Maryland, Delaware and Virginia for Life, Health and Variable Contracts of Insurance.
Kristi is a native of West Palm Beach, Florida. She currently lives in West Ocean City, Maryland with her husband, John, and their two children, Kaeden and Brinkley. In her free time, Kristi enjoys spending time with her family, watching Alabama softball, traveling and reading.
Max Hutsell, AAMS®
Max has been a financial advisor since 2010 and has over 25 years of experience in banking.
He and his team use an established process to build personalized financial strategies for clients to help achieve their unique goals. His initial focus is to learn what is most important to his clients and understand their values. Once a customized strategy is implemented, he maintains regular contact to help keep clients on track. He collaborates with the client’s CPA and attorney, always respecting client confidentiality.
He serves clients with wide-ranging goals, such as multi-generational families needing unique strategies of wealth transfer and works with business owners to create strategies for business succession, asset growth and tax reduction.
He and his team appreciate meeting new people and building meaningful relationships. They enjoy the variety in their work and the opportunity to continuously learn. They welcome first time clients and those seeking a second opinion, without any obligation, he is happy to meet and provide an honest opinion.
Max is an Investment Advisor Representative (FINRA Series 66 Registered), and a Securities Representative (FINRA Series 7 Registered) with Grove Point Investments, LLC. He has also earned the Accredited Asset Management Specialist* professional designation and is licensed for Life, Health and Variable Contracts of Insurance. Outside of the firm, he serves as the president of the Board of Directors of the Bethany-Fenwick Area Chamber of Commerce and as a member of the Board of Directors of the Atlantic General Hospital Foundation. He is a past president of the Long Neck Rotary Club. Raised in a Navy Family, he has lived in many places and is happy to call Delmarva home. In his free time, he and his wife, Courtney enjoy hiking, golf and watching the Washington Capitals.
*The College for Financial Planning awards the AAMS* designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to purse continuing education.
Daniel Gordon, CPA, CFP®, CEBS
Dan has been a CPA and tax accountant since 1983. He became an investment professional in 1988. Dan has many clients and focuses on each client’s needs individually. He has become a trusted and well-respected tax and investment adviser. Dan helps his clients pursue their financial goals with solid tax and investment advice. Dan has been a broker with Grove Point Investments, LLC. since 1991.
Dan earned a B.S in accounting from the University of Maryland in 1981. He worked for 7 years at accounting firms including Grant Thornton for 5 of those 7 years. Dan started his own practice in 1988 in Bethesda, MD. He is a CPA (Certified Public Accountant), a CFP (Certified Financial Planner) and a CEBS (Certified Employee Benefit Specialist). He is a Securities Representative (FINRA Series 7 Registered), an Investment Advisor Representative (FINRA Registered) all with Grove Point Investments, LLC. He is licensed in life insurance and annuities.
Dan was born in Brooklyn, New York. He has lived in Maryland since 1971. Dan devotes himself to his clients, beautiful family and his dog. He enjoys spending time with his family and working out. He resides in Bethesda, MD.
Michelle joined the Old Dominion Investment Corp team as the office manager in 2008. She performs a wide range of duties including providing administrative support to the team, training, supervising our office assistants, and working with clients to meet their individual needs. She ensures that our office runs smoothly, and our clients are taken care of in a prompt and professional manner. She uses her positive attitude, training, and organizational skills to ensure that our clients always receive excellent service and support.
In her spare time, she enjoys spending quality time with her husband, children, and grandchildren. She also enjoys home improvement projects, gardening, painting, crocheting, reading, and traveling.
Kandace joined the Old Dominon team as an Administrative Assistant in 2019. She has an Associates Degree in Liberal Arts from Raritan Valley Community College. Kandace spent ten years in the retail industry, serving in a variety of positions before entering the administrative field. She spent most of her life in New Jersey before moving to Ocean City, Maryland.
Kandace enjoys spending time with her Boston Terrier, Harper, playing video games and discovering new restaurants. She adds a warm smile and positive attitude to the office.
Kara joined the Old Dominion team as an Administrative Assistant in 2019. She has a wide range of experience, having worked in fields such as library information and technology, education, and retail. Her helpful nature and dedication to excellent customer service make her a wonderful contribution to our team. Kara earned her Bachelor of Arts in History from Brigham Young University. She is a native of Arizona and currently resides in northern Virginia with her husband and two children. She loves to read, listen to music, go to concerts and museums, and make memories with friends and loved ones.
Kerri joined the Old Dominion team in 2021. She brings with her many years of experience in various professional settings.
For over a decade, Kerri has been in the retail industry and excelled in a wide variety of areas. She is known as a “jack of all trades”. She takes pride in her attention to detail and excellent work ethic and enjoys working with clients to ensure that their needs are met in a timely and accurate manner.
Weekend road trips, camping, concerts, enjoying the park or zoo, hiking, and bike riding are some of her favorite ways of spending time outside of the office with her family and friends.
Julia (Alvarez) Lee
Julia joined the Old Dominion team as a Receptionist in 2020. She has worked in the administrative field for over seven years. Her husband is a Chief Petty Officer in the Coast Guard, so, they move every few years. She has lived in three different states in the past ten years, bringing a refreshing perspective to the office.
Julia enjoys spending time with her husband and their two dogs, as well as getting to know the new areas in which they have lived. She loves to travel and is looking forward to exploring all that the Eastern Shore has to offer.
We're ready to be your team.
Our team would be happy to take the first step in getting to know you better. From there, we can partner with you to help you pursue your long-term goals.
Securities offered through Grove Point Investments, LLC, Member FINRA/SIPC. Investment Advisory services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Old Dominion Investment Corp. is not affiliated with Grove Point Financial, LLC or its subsidiaries.
9927 Stephen Decatur Hwy, Ste 19
Ocean City, MD 21842
459 Herndon Pkwy, Ste. 6
Herndon, VA 20170