Meet Your Team.

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J. Mark Joseph, CPA, PFS, CFP, ChFC

  • Mark received his Bachelor of Science (BS) and Master of Science (MS) in Accounting/Taxation from the University of Virginia (UVa). After graduating from UVa Mark began his financial career with a big five accounting firm, where he provided financial planning and tax counsel to ultra high net worth individuals. Prior to founding Sentinel, Mark was a Partner and Managing Director of the Washington, D.C., office of a large financial advisory firm with several billion dollars under management.

    With Mark’s 30+ years of experience in financial planning, his expertise has been recognized throughout the financial services industry. Mark has been listed as a top financial advisor in publications such as Washingtonian magazine, Northern Virginia Magazine and the Washington Business Journal. In addition to being published in The Journal of Financial Planning, Mark has been quoted by many media outlets including, the Wall Street Journal, the New York Times, Money Magazine, USA Today, Kiplinger’s Finance magazine and US News and World Report.

    Mark is involved in the community, consulting with and serving on the Boards of Directors for various non-profit organizations. When not crunching numbers, you might run into him at a Nationals game, local comedy show or country music concert. Mark, his wife Karen and their three children live in Herndon, Virginia.

Nick Joseph, CPA

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Kelley L. Berry

  • Kelley joined the firm in 2004 with over 10 years of executive administrative experience. During her 15+ years with Sentinel she has built excellent relationships with our clients. Her detailed knowledge of each client’s goals allows her to excel in the role of Client Services Manager. 

    Kelley is an anchor of the Sentinel team.  She is the primary liaison between our clients, advisors and custodial firms.  She manages client workflow, coordinates client services as well overseeing marketing initiatives and events. 

    Kelley attended George Mason University. She enjoys volunteering at her local church, traveling/hiking, and family beach vacations. Kelley lives in Gainesville, Virginia, and has two grown children.

  • Nick is a financial advisor at Sentinel Wealth Management, where he works with clients on financial planning, tax strategy, and the long-term stewardship of their wealth. He brings a strong background in tax and accounting to his work, with a particular focus on helping clients navigate the tax implications of major financial decisions.

    Nick earned his undergraduate degree in accounting from James Madison University and his Master of Science in Accounting with a concentration in Taxation from the University of Virginia. He is a Certified Public Accountant (CPA). Prior to joining Sentinel, Nick worked at Ernst & Young (EY), most recently serving as a Tax Manager, where he advised clients on a wide range of complex tax matters.