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Our Team

Leadership

Our leadership team brings decades of experience and a shared commitment to long-term client relationships and thoughtful financial planning.

Tony headshot - updated

J. Anthony “Tony” Fulkerson
CFP®, CLU®

Founding Partner

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Approach
Valerie P. Kaiser headshot

Valerie P. Kaiser
CFP®

Founding Partner

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Mario R. Orozco headshot

Mario R. Orozco

Partner

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Marguerite updated headshot

Marguerite J. Wiese, CFP®

Partner

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Wealth Advisers

Jonathan G. Serafin headshot

Jonathan G. Serafin, LUTCF®

Wealth Adviser

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Ambika Bablani headshot

Ambika Bablani

Wealth Adviser

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Jacqueline Lee headshot

Jacqueline Lee

Associate Wealth Adviser

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Client Services & Operations

Diana headshot - updated

Diana T. Le

Director of Client Relations

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Pooja Kawatra headshot

Pooja Kawatra

Client Services Manager

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Linda headshot - updated

Linda Powell

Client Services Manager

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Where We Do Business

625 Elden Street, Suite 203
Herndon, VA 20170
Phone: 703-437-1700 | Fax: 703-471-7301
Info@EldenStreetFinancial.com

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Forbes 2025

Valerie P. Kaiser CFP®, 2025*

*Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/ .

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For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
    • Our Firm
    • Our Team
    • Our Resources
    • Our Approach
    • Organization and Industry Involvement
  • EXPERTISE
    • Individual Solutions
    • Business Solutions
    • Investment Planning
    • Navigating Income Tax
    • Special Needs Planning
    • Life Plan Strategies for Your Business
    • Working With Other Advisors
  • CLIENT TOOLS
    • News and Events
    • Learning Library
    • Our Blog
    • White Papers
    • Helpful Links
    • You're Not That Special
    • Untitled Link
  • GET IN TOUCH
    • Office Information
    • Staff Directory
  • CLIENT LOGIN
Disclosure

Joseph Fulkerson, Valerie Kaiser, Ambika Bablani, Mario Orozco, Jonathan Serafin, and Marguerite Wiese are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Joseph Fulkerson (CA Insurance License #4152196).
Valerie Kaiser (CA Insurance License #0F39945).
Ambika Bablani (CA Insurance License #4349836).
Mario Orozco (CA Insurance License #0E84300).

As a New York Life Agent, Joseph Fulkerson is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Valerie Kaiser is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Ambika Bablani is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Mario Orozco is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Joseph Fulkerson, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.
Valerie Kaiser, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.
Ambika Bablani, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.
Mario Orozco, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.
Jonathan Serafin, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.
Marguerite Wiese, 625 Elden St Ste 203, Herndon, VA 20170, 703-437-1700.

Joseph Fulkerson, Valerie Kaiser, Ambika Bablani, Mario Orozco, Jonathan Serafin, and Marguerite Wiese are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Joseph Fulkerson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

ELDENSTREET FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ELDENSTREET FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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