Our Story
Being busy is an American pastime at this point, especially for families and business owners that are constantly juggling jobs, school, and activities that make the limited hours of each day fly by. Many will need a guide to help organize their overall financial picture, analyze strengths and opportunities, and ultimately implement a financial plan that is centered on their goals and how to best achieve them.
At J.L. Hicks Financial Group, we want to be your guide on the path to financial wellness by partnering with you. We’ll help you prioritize the time and resources on what matters most financially for your family and/or business. Through comprehensive financial planning and sound, ongoing education, advice, and support, we meet you where you are today and help take you where you need to go financially.
Whether you are single and just starting out with basic financial planning and debt
management or you are nearing retirement and want to ensure that eroding factors such as taxes and market downturns are managed so that you don’t outlive your life’s savings, our firm can help make your financial dreams a reality.
J.L. Hicks Financial Group was founded in July 2018 by James L. Hicks, CFP®, ChFC®, ChSNC™, CFBS, CLU®, CPFA®, MBA. The firm specializes in college funding, retirement income planning, succession planning, executive benefits programs such as deferred compensation, and corporate retirement plans such as 401k. For individuals or families seeking financial independence, the “winning” combination we believe is maximum income with minimal risks such as market volatility, inflation, premature death, longevity, and long term care.
J.L. Hicks Financial Group is committed to always doing the right thing and serving its client’s best interests. As part of a wide network of other financial professionals ranging from insurance and investment companies to other professionals in the field of law and tax, just to name a few, our firm will collaborate and coordinate efforts to ensure that your financial plan is sound.
meet the team
James L. Hicks, CFP®
Financial Planner
James, who is more commonly called “Jimmy,” is a CERTIFIED FINANCIAL PLANNER™ professional with J.L. Hicks Financial Group, located in Tysons, Virginia. Jimmy’s broad knowledge of insurance and investment products can give his clients the confidence they need when working with a financial planner.
Jimmy is a graduate of the Darden School of Business at the University of Virginia, which is also where he earned his undergraduate degree. He’s a Four Under Forty Award Recipient awarded on 2/4/2020 by the Greater Washington Association of Insurance and Financial Advisors (NAIFA), Formerly on the Board of Directors for the Falls Church City Chamber of Commerce (2017), a member of the Washington, D.C. Estate Planning Council, and a Court of the Table Qualifying Member of the Million Dollar Round Table since 2022. He lives in Vienna, Virginia with his wife Debora, daughters Julia and Laura, and their feisty Pomeranian “Chi-Chi.”
Kevin Mullaney
Financial Advisor
Kevin joined J.L. Hicks Financial Group in January 2022 and is an experienced investment advisor with a decades-long career working in the financial services industry. Kevin leverages his broad experience providing comprehensive wealth management advice to business owners, executives, high net worth individuals and families. Services include Investment Management and Asset Allocation Strategies, Business Continuation & Exit Planning, Executive Benefits, Estate & Charitable Planning, and Insurance Services. Kevin is a graduate of the University of Maryland with a degree in Finance.
Over the past twenty years, Kevin has been active in youth sports as both a coach and parent volunteer. Kevin has coached lacrosse, basketball, baseball, and soccer in both the Bethesda and Vienna/Fairfax communities. When he’s not working with clients, Kevin enjoys golfing, skiing, and going to the gym. He loves to spend time with his three children Kelly, Megan, and Brian when they are home from college.
Jonathan Rayle
Financial Sevices Professional
Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Natasha Taylor
Operations Manager
Natasha joined J.L. Hicks Financial Group in November of 2019 after several years of running her home-based child care business. She was raised in Herndon, Virginia, graduated from Parkview High School in 2000, and is a zealous entrepreneur. She has owned her own mobile notary business and Child Care business since 2007. She also holds a real estate license!
Natasha is happily married and a mother of three beautiful children, the oldest of which is a senior at Stonewall Jackson High School. She enjoys reading and spending time with friends and family.
Jim Hanagan, J.D.
Financial Services Representative
James (“Jim”) received a B.A. in psychology from The University of Virginia and graduated from William and Mary’s Marshall-Wythe School of Law. Jim is a member of the Virginia Bar Association, including membership in the VBA’s Trust and Estate Section. He holds Series 6 and 63 registrations with FINRA (www.finra.org), and is licensed in Virginia, Maryland and the District of Columbia to sell life, accident/health, variable insurance and securities products.
Jim has been active in youth sports, business and non-profit communities. Jim served on The City of Alexandria’s Youth Sports Commission, as well as coached a variety of baseball, basketball and soccer teams when his sons Michael and Tony were playing sports. Jim also served on the board of directors for the Alexandria Chamber of Commerce and was also a board member and president of the Eisenhower Avenue Public-Private Partnership.
He has served on the parish council for Blessed Sacrament Church, and on the board of directors for the Ronald McDonald House, the Ronald McDonald Pro-Am Golf Tournament, the Capital Hospice Foundation Board, the Alexandria Center for Employment, and the Alexandria Senior Citizens Service Center, including three terms as president.
A graduate of Gonzaga College High School, Jim is a past president of the Gonzaga Fathers Club during the 2008-2009 academic year. Jim also formerly chaired the Gonzaga D.C. Classic Basketball Tournament and for his contribution, he received the John McLaughlin Award. He was also formerly a member of the steering committee for the Gonzaga Business Network and is currently a member of the Alexandria Chamber of Commerce.
James Hanagan is licensed, not practicing on behalf of MML Investors Services, LLC.
Delaszo Smith, CRPC®, APMA®
Director of Financial Planning
Delaszo is a graduate of St. Mary’s College of Maryland and was the captain of their basketball team. He started his financial services career with T. Rowe Price, and before joining J.L. Hicks Financial Group in February 2022, he was a Paraplanner with Ameriprise in Annapolis, Maryland.
Delaszo and his fiancee, Haley, are to be married in October of 2023!
Joshua Duncan
Paraplanner
Joshua graduated from Old Dominion University’s Strome College of Business. Joshua has insurance experience from MetLife helping clients navigate their policies and ensuring that their needs are best met. Later Joshua worked with other insurance providers to help clients with personal lines insurance focusing on ensuring that their needs are being met. Joshua was married in early 2020 to his wife, Devette and is a new father to his daughter and son. Joshua is a 4thDegree Knight of Columbus and has been a member of the Knights of Columbus since 2010.
Frank Maguire
Director of Compliance
Through our relationship with First Financial Group, we have access to specialists and resources, including Frank Maguire. Frank is a native of Northern Virginia, and began his financial services career in 2002, working as an agent for Massachusetts Mutual Life Insurance Company.
A graduate of James Madison University, Frank received a degree in English and holds Series 7, 66, and 24 with FINRA. He is licensed to sell securities in all 50 states, DC, PR and USVI.
Frank enjoys reading, music, home improvement and woodworking projects. He lives in Ashburn, Virginia, with his wife, their two daughters, and two dogs.
Frank Maguire is a registered principal and investment advisor representative of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. Frank is not an employee of J.L. Hicks Financial Group, he is employed by First Financial Group.
