WELCOME TO REFRAME WEALTH!
WELCOME TO REFRAME WEALTH!
ReFrame Wealth began with a vision of reimagining the meaning of wealth. Our purpose is to empower clients to live a life of clarity, intention, and alignment. We enter every conversation with an open heart and an open mind. Our goal is to change the way our clients feel about money — and to make the time you spend with your financial planner a turning point in your financial life.
OUR IMPACT
ReFrame Wealth set out to prove that wealth management could be done differently. We believe that the world is ready for financial advice that is non-judgmental, service-centric, and unquestionably without conflict. Our goal is to empower clients to explore and elevate what’s possible with their money. We also are proud to serve our extended community through pro bono financial planning services, financial literacy programs, and charitable giving — because everyone deserves to feel good about their money.
ReFrame Wealth Stands For
Empowerment
Inclusion and Equity
Financial Literacy
Social Impact
Data-Based
Decisions
Connection
Meet the ReFrame Team
Mitch
Falter, AIF®, CFP®
Mitchell Falter is a founding member and a financial planner at ReFrame Wealth. His mission is to help his clients and their extended families achieve the best possible outcomes — and live their best life. Our clients trust Mitch to sort out the most difficult financial puzzles, which often requires him to collaborate with a team of specialists across disciplines. Mitch is skilled at breaking down complexity, explaining things clearly, and connecting the dots in different areas of the client’s financial and personal life. When he’s not working, Mitch spends time with his wife Laurie, his children Tom and Cecilia, as well as their two dogs, six chickens, the horse he has never ridden, and the cat who came with the house.
Jessie
Doll, CFP®
Jessie Doll is a founding member and a financial planner at ReFrame Wealth. She believes that financial planning is where math and statistics come to life, and that together they hold the keys to unlocking a life well lived. Jessie is honored and humbled to walk alongside her clients through some of their most significant, scary, and complex life challenges and changes — and to make a real, positive impact on individual lives through her work. She wants her clients to feel comfortable with their finances, in control of their future, and clearly focused on the possibilities of what they can do with their money. When Jessie is not working, she can be found on the side of the mountain with her two fearless children (who are better skiers than she is), hiking or biking with their dog, or enjoying a family movie night.
Erin
Cummings
Meet Erin Cummings, the newest member of ReFrame Wealth. Erin is joining the firm as a Client Services Manager and will be integral in the daily life of ReFrame. With a background in finance and a strong desire to help clients achieve their financial goals, Erin is excited to join the team and start making a positive impact on clients’ lives. Erin believes that everyone should feel confident and in control of their financial future, and she is committed to providing personalized support to help clients achieve their dreams. When Erin is not working, she enjoys exploring DMV area breweries, cheering for her favorite D.C. sports teams, and maintaining a healthy lifestyle through regular workouts at her local gym.
Meet Our Partners
John McMillen, CFP®, CFA, MBA
Michael Bork, CFP®
David Thomason
Donna Francis
Breeanne Sportelli