About Us:
We provide highly personalized service designed to foster financial stability and long-term security for each of our clients. Our team is composed of seasoned professionals who take a hands-on approach to financial guidance — combining deep expertise with genuine care.
You’ll find our advisors not only knowledgeable, but truly invested in helping you turn your goals into reality. As your trusted partners, we’re committed to keeping you focused on where you want to go and advising you on the best path to get there.
Our mission is to help you make the most of your resources while empowering you with the education and insight needed to make confident, informed decisions
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Click here ​to learn more about the firm: ​
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OUR TEAM
Thomas Dellinger
Kate Okusa
Kiri Pugh
Nick Unis
Tom is a Northern Virginia native raised in Vienna, where early lessons in teamwork and discipline were shaped on the baseball fields of his youth. A graduate of Oakton High School and American University with a double major in finance and marketing, he began his career in financial services in 1979 and now serves clients through Osaic Wealth, Inc. His approach blends long-term, value-based investing with a strong emphasis on estate planning and long-term care, reflecting his belief that wealth preservation and distribution are just as vital as accumulation. Thomas works from our historic office in Herndon and resides in Great Falls with his wife Naomi and their two dogs. He finds joy in being a devoted grandfather to Adrian, Elle, & Michael, often treating them to ice cream and playful afternoons in the yard.
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You can contact Tom directly at tdellinger@osaicwealth.com
Kate is a seasoned financial advisor with over 20 years of experience, dedicated since 2006 to helping clients build and preserve wealth through personalized strategies and expert guidance. Based in Great Falls, Virginia, she collaborates closely with Tom, bringing a strong commitment to client success and a passion for investment research. Her specialties include portfolio management, retirement planning, and wealth preservation, all tailored to support long-term financial goals. As a mother of three—Adrian, Elle, and Michael—Kate balances her professional insight with a deep understanding of the importance of planning for families and future generations.
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You can contact Kate directly at kate.okusa@osaicwealth.com
Kiri is a Northern Virginia native and George Mason University graduate (Class of 2010), she has been an integral part of Dellinger Wealth Management since 2012. After earning her Series 7 and Series 66 licenses in 2021, she expanded her role to include broader aspects of the business, with a strong focus on client service and regulatory compliance. Known for her dedication to helping clients with any need—financial or otherwise—she also ensures the firm remains aligned with evolving industry regulations. Outside of work, she enjoys spending time with family. She also helps manage a family-owned cattle ranch in Northern Nevada, adding “cattle baron” to an already diverse resume
You can contact Kiri directly at kiri.pugh@osaicwealth.com
Nick is originally from Pittsburgh and raised on a farm, He brings a grounded, hardworking spirit to his role at the firm. A Penn State graduate with both a Bachelor's in Finance and Accounting and a Master's in Accounting (Class of 2020), He entered the financial services industry in 2021 and passed the Series 7 exam that same year. He is committed to growing professionally and deepening his understanding of the industry, offering clients thoughtful investment research and attentive support. Outside of work, He enjoys thrifting, cultivating Bonsai trees, and spending time on his family farm. Notably, he founded Unis Footwear in 2015, a startup focused on 3D-printed shoes.
You can contact Nick directly at nick.unis@osaicwealth.com
Hiroko Takeuchi
Originally from Tokyo, Japan, Hiroko has lived in four states and spent the past decade in Virginia. She holds a BA in International Studies with a focus on Communications from Brigham Young University Hawaii. Passionate about connecting with people from diverse backgrounds, she’s excited to grow her role at Dellinger Wealth Management.
Not registered with Osaic Wealth, Inc.
You can contact Hiroko directly at htakeuchi@osaicwealth.com
Chad Stallard
Born in Southwestern Virginia, Chad earned his BBA from Radford University and relocated to Northern Virginia over 20 years ago. He enjoys family time with his wife Caron, daughters Rylee and Addyson.
Not registered with Osaic Wealth, Inc.
You can contact Chad directly at cstallard@osaicwealth.com
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AZ, AK, AL, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MO, NE, NV, NJ, NM, NY, NC, SC, OH, OR, PA, SC, TX, UT, VT, VA, WA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.