ESTIA Focused
Financial
We bring a unique blend of personality and diverse personal experiences to guide you on the path to financial success.
Elevate Your Financial Journey with Estia
Strong and Lasting Relationships
Welcome to Estia Focused Financial, A Virginia-based financial planning firm, where your financial goals become our top priority. We bring a unique blend of personality and diverse personal experiences to guide you on your path to financial success.
With a fruitful partnership spanning a decade, David and Deri have honed their expertise in providing thoughtful planning. Compassionate, empathetic, friendly, and with a light-hearted sense of humor, they create a relaxed atmosphere that will keep you enjoying the journey.
At Estia Focused Financial, we believe in the power of building strong and lasting relationships with our clients. Ready to embark on a financial journey that is welcoming, and maybe a little bit different?
Reach out to us at EstiaFocusedFinancial@prudential.com. Together, we’ll create a memorable experience and a lasting relationship.
David Dlugacz, RICP®
David is passionate about providing his clients with the tools and education they need to navigate life’s financial challenges. With more than 14 years in the financial services industry, he recognizes the more knowledge clients have, the more empowered and confident they feel about achieving their goals.
At the University of Maryland, Baltimore County (UMBC), David not only attained a major in Health Administration and Policy but played on the school’s Division I baseball team. He is a proud member of MDRT (Million Dollar Round Table) and has attained Platinum Level Masters Council with Prudential Annuities.
David has been a resident of the DMV for 20 years. He currently resides in Potomac, Maryland with his wife, Erin, three children, and their two dogs, Halen and Dutch. In his spare time, David enjoys traveling, hiking, spending time with his family and friends, and cheering for his beloved Philadelphia sports teams.
Deri Freeman, CFP®
Derilyn (Deri) is an exceptional leader of Estia’s financial planning division, dedicated to providing unparalleled service to families, particularly those including executive-level women and entrepreneurs. As a distinguished CERTIFIED FINANCIAL PLANNER TM, Deri upholds the highest standards of integrity and professionalism recognized in the industry. With over a decade of invaluable expertise, she brings a distinctive background, invaluable personal insights, and an innovative approach to the financial planning process.
Deri takes great pride in her role as a distinguished speaker for Prudential Pathways, where she leads financial wellness programs for organizations. Her insights and expertise have been featured in publications such as Yahoo! Finance, CNBC Money, and Barron’s Advisor.
A graduate of the University of Pittsburgh, Deri originally hails from the vibrant Philadelphia suburbs but has found her true home in the dynamic DMV area for over 12 years. Beyond her professional pursuits, Deri finds inspiration through her diverse range of hobbies, including dance, theater, hiking & traveling with her family and practicing yoga. Deri lives in VA with her husband Oliver, and their 2 year old son.
Gresham Walmsley, CFP®
Gresham, born and raised in Virginia, merges his personal finance passion with an ambitious entrepreneurial spirit. As a Certified Financial Planner™, Gresham is dedicated to helping families strike a balance between lifestyle and wealth building.
Gresham’s journey started at the University of Virginia, majoring in Economics and minoring in Entrepreneurship. He’s earned recognition on Prudential’s Masters Council for retirement planning excellence.
Beyond finance, Gresham is a self-taught guitarist, fitness enthusiast, avid UVA basketball fan, and cherishes time with loved ones. With Gresham as your financial guide, expect a purposeful journey built on trust and diligence.
Karen Buckley
Karen has over 35 years of experience in the financial services industry, helping thousands of people improve their finances throughout her career. As a third generation insurance and investment professional, it is her passion to share her expertise in personal finance with her clients. Karen also has an extensive background working with small employers and solopreneurs on their employee and personal benefits.
Karen is recognized as a Five Star Wealth Manager award recipient highlighting her excellence as a financial advisor.
Karen was born in Morristown, New Jersey, grew up in Edina, Minnesota and currently lives in Springfield, VA with her husband and son. In her free time, Karen enjoys genealogy, gardening, and staying up to date on world events
Erin Dlugacz
Erin’s job experience in the hospitality industry has honed her excellent people skills and attention to detail. Having worked for a major luxury hotel chain and an international law association, she has years of experience working with and for people. Clients can be confident that they’re in good hands with Erin: she goes out of her way to ensure they are taken care of and comfortable.
A graduate of the University of Central Florida in Orlando (Go Knights!), Erin majored in Hospitality Management with a focus on Business.
If Erin’s last name looks familiar, that’s because she is David’s proud partner. She enjoys an active lifestyle, with a passion for running, travel, and all things outdoors.
Our Process
Our process is guided by your purpose. Before we get into the numbers, we want to understand your Why, and craft a personalized financial plan that fits your life. Explore what it’s like to work with Estia through a quick discovery call with a member of our team.
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