Thomas B. Conway, Founder
Tom is President and Founder of The Connemara Group, a fee-only financial planning firm based in Rockville, Maryland. He and his team serve clients throughout the Washington, DC Metropolitan Region as well as nationally and internationally.
For over a decade, Tom consistently has been named by peers as being among the top fee-only advisors in Washington, DC and the surrounding region in surveys conducted by Washingtonian magazine and others. The firm’s flat fee, fee-for-service model is perfect for do-it-yourself professionals and executives seeking occasional fiduciary guidance without product sales or commissions or hefty recurring asset management fees.
Tom is uniquely positioned to provide comprehensive planning and investment advice to affluent, high-net-worth and ultra-high-net-worth individuals and families. He is among a handful of practicing advisors nationally to have climbed the Seven Summits of Financial Planning:
- General Financial Planning – Certified Financial Planner (CFP®);
- Law or Accounting – Attorney (JD);
- Investment Management – Certified Investment Management Analyst (CIMA®);
- High Net Worth Advisory – Certified Private Wealth Advisor (CPWA®):
- Insurance – Chartered Life Underwriter (CLU®);
- Estates & Trusts – Certified Trust & Financial Advisor (CTFA®); and
- Philanthropy – Chartered Advisor in Philanthropy ®
Additionally, Tom has earned Retirement Planning’s Triple Crown:
- Retirement Income Certified Professional (RICP®);
- Chartered Retirement Counselor (CRC®); and
- Retirement Management Analyst (RMASM) (certification pending)
A product of a rigorous undergraduate liberal arts education followed by law school, Tom has pursued lifelong learning. He enjoys sharing what he learns with clients. He attends numerous professional conferences each year to maintain his many designations and credentials. Clients benefit from Tom’s decades of experience, broad and deep knowledge base and commitment to continuing professional education.
Tom has eschewed developing a niche practice. While many clients are approaching or are already in retirement, the firm also serves affluent young professionals as well as clients who are mid-career or in transition.
Prior to becoming a financial planner, Tom practiced law for more than a decade. He remains an active member of the Maryland and District of Columbia bars. In 1996, Tom transitioned from the practice of law to providing comprehensive planning and investment advice to private clients. He worked for several large financial institutions including Merrill Lynch & Co. and Bank of America before forming his own fee-only financial planning firm in 2009.
Tom is married to D. Elizabeth Walker, a founding partner of Walker & Murphy & Nelson, a civil litigation defense firm based in Rockville, Maryland. He and Elizabeth have two children, Kathryn and Matthew. Tom and Elizabeth enjoy traveling, hiking and reading.
Mr. Conway is an active member of the following professional organizations:
- Financial Planning Association
- Garrett Planning Network
- National Association of Personal Financial Advisors
- Investment Management Consultants Association®
- National Association of Professional Organizers
- American Bar Association
- International Bar Association
- Maryland State Bar Association
- District of Columbia Bar Association
- National Association of Estate Planners and Councils
- District of Columbia Estate Planning Council
- Northern Virginia Estate Planning Council
Scarlett (Yuanyuan) Che, Senior Planning Analyst
Scarlett (Yuanyuan) Che, CFP® CRPC® is a Senior Planning Analyst with Connemara. She directly supports all planning engagements.
Scarlett is a native of Zhuzhou, Hunan Province, China. She holds a Master’s in Finance degree from Drexel University in Philadelphia, Pennsylvania (2014) as well as the Certified Financial Planner (CFP®) and Certified Retirement Planning Counselor (CRPC®) professional designations.
A Financial Planning Association (FPA®) Diversity Scholarship recipient, Scarlett is committed to educating others on the importance of diversity within the emerging financial planning profession. Developing the skills and experience needed to serve as a highly qualified global financial planning professional is Scarlett’s long-term passion. Scarlett is devoted to provided outstanding client service without the need for product sales or other sales goals.
In her spare time, Scarlett enjoys hiking, reading, writing and traveling. She is also a student of the culinary arts and explorer of new restaurants. She is fluent in both English and Mandarin.
Zhen (Dennis) Zhang, Senior Investment Analyst
Zhen (Dennis) Zhang is a Senior Investment Analyst with Connemara. He is responsible for investment analysis, portfolio modeling and account rebalancing recommendations. Dennis is dedicated to improving the client investment experience by designing efficient low-cost portfolios to address each household’s unique planning needs and objectives.
Dennis has passed all levels of the Chartered Financial Analyst (CFA®) Examination and is in the process of completing the CFA® charterholder professional work experience requirement. He is professional and diligent and has a broad understanding of many areas of investment and wealth management including investment analysis, equity research and financial product development.
Dennis is originally from Shandong, China, and can speak fluent English and Chinese Mandarin. In 2015, he earned a Bachelor of Science Magna Cum Laude in Business Administration at the Ohio State University. He earned a Master of Finance degree at the Johns Hopkins Carey School of Business in 2017. When not working, Dennis enjoys reading, traveling, computer programming and studying global business models and trends.